Webinar: Division 296 — Turning implications into action — timing, sequencing and real SMSF decisions

Join BGL and TAG Financial for a 1-hour Division 296 webinar to explore how timing, sequencing and asset decisions can materially change tax and estate outcomes and where accountants need to pause and involve licensed financial advice.

What will you learn?

– How timing alone (e.g. 30 June vs 1 July) can create significant differences in SMSF tax outcomes.
– Which Division 296 impacts accountants can safely quantify and model, and where advice boundaries are crossed.
– How pension vs accumulation balances, asset sequencing and in‑specie transfers affect outcomes.
– The one‑off planning window leading into 2026–27 and why “wait and see” can be costly.
– Practical triage: identifying which SMSF clients need deeper strategy conversations now.
– When and why a licensed financial planner should be involved and how to collaborate effectively.

📅 Tuesday, 5 May 2026, 14:00 – 15:00 AEST