Is Your Super Safe? The $3M Tax Change You Need to Know About๐๐
In Episode 10 of Your Wealth Playbook, hosts Kerrod and Jared dive into the hotly debated superannuation tax proposal recently passed by the Australian House of Representatives, though not yet fully legislated. This new policy, introduced by the Labor government, targets superannuation balances exceeding $3 million with an additional 15% tax on earnings. While this currently affects only about 0.5% of Australians, Kerrod and Jared unpack why this change could have far-reaching implications for many more in the future.
Tune in to understand why this policy, though seemingly niche now, could affect your long-term financial planning.
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Follow Kerrod:
Tune in to understand why this policy, though seemingly niche now, could affect your long-term financial planning.
Find more here https://linktr.ee/yourwealthplaybook?utm_source=linktree_profile_share<sid=69582c35-0001-4665-bf33-2cbd49e5e14d
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Follow Kerrod:
Instagram: https://www.instagram.com/kerrodholland/
Website: https://tenexwealth.com.au/
YouTube: https://www.youtube.com/@TenexWealth
Follow Jared:
More from Your Wealth Playbook:
Website: https://yourwealthplaybook.com.au/
Creators and Guests
Host
Jared Dorans
Meet Jared, Managing Director and Principal of Crown Property Finance, and co-host of Your Wealth Playbook. From his lending start in 2009, he became a top 5 lender at a Big 4 bank, later mastering complex and commercial lending with national awards. With 13 years of experience and 40+ lenders, Jared offers fast, client-focused solutions. Off-duty, he volunteers with Talk2mebro, enjoys sports, family, and a good coffee or beer.
Host
Kerrod Holland
Meet Kerrod, your Newcastle-based financial advisor at Tenex Wealth and co-host of Your Wealth Playbook. Originally from Singleton, heโs passionate about helping business owners, pre-retirees, retirees, and high-income earners secure their financial future through tailored tax strategies and retirement planning. Outside of turning hard-earned money into lasting wealth, Kerrod finds balance in sports, fatherhood, and cherishing family moments.
