STEP Victoria - Tasmania Branch invites you to a seminar with Phil Broderick, Sladen Legal.

Topic: Div 296 tax – the new tax on $3m+ super balances

In this session we will examine the proposed new tax on $3m+ superannuation account balances – to be known as Division 296 tax. The session will include:

An explanation of the tax
How Div 296 tax interacts with death benefits
What members should do (if anything) before 30 June 2026

DATE: Thursday 21 August 2025

TIME: 12:00pm - 1:00pm

COST: STEP Members $50 | Non-Members $110

This seminar will be presented online via webinar

For further information or assistance, please contact step.victoria-Tasmania@step.org

PLEASE NOTE: 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 Zoom link, please ensure your email address is correct before confirming the ticket order.

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

SPEAKER | Phil Broderick
Phil is a principal of Sladen Legal and heads its superannuation team. He is member of a number of superannuation related committees, including being a member and the former chair of The Tax Institute’s superannuation committee and director and chair of the Institute of Financial Professionals Australia superannuation technical and policy committee.

He is also a member of the ATO’s the Superannuation Industry Stewardship Group. Phil is also heavily involved in liaising with Treasury and ATO in relation to the implementation of new super laws and administrative practices.

Phil’s areas of practice include superannuation, duties and state taxes, estate planning and succession, trusts, federal tax and business structuring.

Phil was listed in the 2020 to 2026 Best Lawyers Australia for superannuation law and in 2026 for tax law, was recommended in Doyles leading Victorian tax lawyers for 2021 and 2023 and was the winner of the SMSF Association’s SMSF Specialist Advisor (SSA) Top Achiever Award in 2019.