Division 296 is here. Register for our webinar

Now it’s time to understand what it means for you.

The proposed Division 296 super tax legislation has now passed both Houses of Parliament and is awaiting Royal Assent.

There has been a lot of commentary around these reforms. In this webinar, our advisors will help cut through the noise and explain clearly what the new rules mean and what decisions you need to consider before the key dates of 1 July 2026 and 1 July 2027.

Once enacted, the new tax will apply from 1 July 2026, introducing additional tax on superannuation balances above $3 million. For many investors, this represents a significant change to how superannuation earnings are taxed.

Webinar details

What the final Division 296 legislation means
How the new tax will apply to super balances over $3 million
How earnings will be calculated
Capital gains relief and what it means for SMSF members
Key planning considerations before 1 July 2026

If your super balance is approaching or above the new thresholds, this is an important session to stay informed and prepared.

Webinar details

Date
Wednesday, 15 April 2026

Time
12:00pm to 1.00pm (AEST)

Format
Online webinar

Webinar access details
After you RSVP, a webinar link will be emailed to you. We will use MS Teams to host our webinar.

Register by Monday, 13 April 2026
Click on the buttons below to register your attendance.
For more information about the webinar, please email Kelsey Redshaw at kredshaw@ulton.net or call (07) 4154 0435.

Reserve your place today to understand what the new rules mean for your retirement strategy.

Kylie Wright CFP® M.Finplan (Sub ARN 245052)

Kylie is the Wealth Management Partner at Ulton, with 30 years of experience in financial services. A certified Financial Planner® and specialist in SMSFs, estate planning, and capacity planning, Kylie is known for her holistic approach to financial planning. She takes the time to understand her clients' entire financial and family structures, providing tailored advice designed to maximise opportunities.

A specialist member of the SMSF Association of Australia, Kylie has deep technical expertise in the area of SMSFs. Her expertise also extends to estate planning and capacity planning, where her focus is on protecting her clients' legacies and ensuring their wishes are respected, even in difficult circumstances. By combining her technical expertise with a deep understanding of what success means through the eyes of each individual, Kylie helps her clients manage life’s complexities with confidence and clarity.

Kylie’s goal is to empower clients to make confident, informed decisions that lead to financial freedom and tangible rewards for their hard work.

Jes Wilkinson M.Finplan (Sub ARN 378670)

Jes Wilkinson is a wealth advisor with almost two decades of industry experience. Having made her start in financial services in 2006, Jes began providing advice in 2012, and achieved her Master of Financial Planning in 2019.

Jes’s focus is on bringing clarity to her clients’ lives, particularly in cases where complex structures are involved. A critical thinker, her advisory style is comprehensive. She invests in understanding her clients’ complete position, not just one slice of it. The philosophy behind this approach is simple—equipped with an all-angles view of her clients’ world, she can deliver advice that truly serves their big-picture goals. Goals like: maximising their retirement years, passing their business onto the next generation, or providing for the generations to follow.

Jes’s comprehensive way of working brings a closeness to her client relationships—relationships that grow to encompass a lot more than just finances. She is a trusted partner for the entire journey, by her clients’ sides to weather every storm and celebrate every milestone.

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