What SMSF Investors Need to Know About Division 296

Changes to superannuation rules matter most to investors who think long term, especially those using Self-Managed Super Funds. In this episode, Meleena Mitchell, Head of SMSF at TIP Group, explains what Division 296 tax means in practice for high net-worth superannuation members and SMSF investors. While the policy appears simple on the surface, its impact on returns, structure, and long-term planning is far more nuanced. Rather than reacting to headlines, this discussion helps investors understand how Division 296 fits into broader superannuation strategy, capital preservation, and long-term wealth planning. Meleena is a CPA with over 15 years of experience in helping clients navigate the complexities of superannuation. Whether it be starting you self-managed super fund, self-managed super fund, restructuring, annual compliance and lodgment of tax returns, assistance with super strategies, which includes state planning, legislative compliance or self-managed super fund wind up.Key topics covered:Superannuation • SMSF investing • Division 296 tax • Long-term investing • Capital preservation • Tax awareness • Disciplined investing • Retirement planning Contact Meleena Mitchell:E: [email protected]: https://www.tipgroup.com.au/smsfadmin🎧 Available on YouTube, Apple Podcasts and Spotify. 🎙️ Enjoyed this episode? Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you.💡 More Teaminvest:For more insights into Teaminvest’s disciplined, research-driven approach to investing, visit our website and learn how to become part of our investor community. Follow us on: LinkedIn | YouTube | Instagram | Facebook📩  Join the conversationHave thoughts or questions? Email us at [email protected]