STEP NSW Evening Seminar | Wednesday 9 October 2025

STEP NSW Branch invites you to a seminar with Liam Shorte, Director, SONAS Wealth.

Topic: What estate planning lawyers and advisers need to know about s296

We will do a brief introduction and background to the tax and then look at:

Strategies for avoiding Div 296 in the first place

• rebalancing and recontribution strategies to throttle member balances beneath the $3 million threshold.

• Identify key timing considerations to optimise contributions across financial years.

• Address strategic decisions for members nearing or exceeding the cap, including non-concessional versus concessional contributions.

• Assess the impact of Division 296 on illiquid, SMSFs. Mainly with property assets

Strategies for managing Div 296 if you are above $3m

• Evaluate restructuring options for assets, especially property outside super.

• Is it time to consider Intergenerational Wealth Transfers and how Legal experts will play a crucial role in implementing and protecting clients.

DATE: Wednesday 9 October 2025

TIME: 5:30 pm - 6:30 pm AEDT

COST: $75 STEP Members, $120 Non-Members

VENUE: Court 13A, Supreme Court of NSW, 184 Phillip St, Sydney OR Online via Webinar

For further information or assistance, please contact stepnswaustralia@step.org

In person attendance is available for our Wednesday evening seminars in Court 13A at the Supreme Court of New South Wales. 

As this seminar has the option of 'in person attendance' or 'remote attendance', please ensure you select the correct ticket type when registering for the event.

The seminar will be recorded and the recording will be sent to registered attendees within 7 days of the seminar.

PLEASE NOTE: If you are attending by live-stream, the link to join the live-stream will be sent to each ticket holder via email 2 hours before this event through the Humanitix system.

IMPORTANT REMINDER: To ensure you don't miss out on receiving the Teams link, please ensure your email address is correct before confirming the ticket order.

ABOUT THE PRESENTER

Liam Shorte, Director, SONAS Wealth

I am a Financial Planner and Fellow SMSF Specialist Adviser™ FSSA™. My focus is on educating clients to take back control of their finances and I write an educational blog called The SMSF Coach.

I am a former Director of the SMSF Association and still Chair the National Membership Committee. I write and speak on superannuation, retirement and small business with a new focus on restructuring and intergenerational wealth transfer.

I was the winner of SMSF Adviser of the Year NSW - 2017 and 2018. Winner of the IFA Excellence Awards - SMSF Adviser of the Year 2020 and 2024 and Finalist 2022, 2023 and 2024.

I work with people and their advisers who are engaged and determined to be self-funded in retirement but want guidance on Plan B strategies as well. I believe in using the tax, super and legal systems to maximise your wealth and ensure you are structured to make the most of all opportunities.

I hope to add the "sleep factor", where you can rest easy at night knowing exactly how your lifestyle will be funded in future years and how to pass your remaining wealth to the next generation(s).

Our tag line “Create – Enjoy – Transfer” encapsulates our primary goals for our clients.

BRANCH SPONSOR

STEP NSW Event Sponsor - Equity Trustees

Equity Trustees was established in 1888 for the purpose of providing independent and impartial trustee and executor services to help families throughout Australia protect their wealth. As one of Australia’s largest and oldest listed independent trustees, we offer a diverse range of services to individuals, families and corporate clients asset management, trustee and executor services, estate planning, philanthropic services, Native Title, compensatory trusts, superannuation trusteeship and Responsible Entity (RE) services for external Fund Managers. In 2022, Australian Executor Trustees (AET) joined the Equity Trustees group of companies, expanding our network of offices into all major cities, and the capability of our specialist teams. Together we share a deep commitment to our purpose of helping people take care of the future.

Visit us online for more information or call 1300 133 472.