Looking outside the superannuation sphere

6 May 2026 11:00AM – 12:30PM AEST

CGT

$195.00 +GST

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The tax concessions in superannuation make it an attractive investment vehicle, not only to save for retirement – the size of balances in some funds are there not because they will fund retirement but because earnings on balances over $2 million are taxed at only 15 %.

The Government has proposed to increase this rate to 30% to be applicable to fund income on balances over $3 million.

There are caps on amounts that can be contributed to super, but super balances may have increased substantially (for some) as a result of astute investment earnings especially share trading.

The generous superannuation concessions have eclipsed other avenues for investing long-term to build up a retirement nest egg. Not many investments have their tax capped at 15%.

In this session we consider the tax concessions that are provided in some other types of investments, including:

Investment bonds – tax-free after 10 years

Listed investment companies with capital gains

Early stage investors – non-refundable carry-forward tax offset and modified CGT treatment

Managed investment trusts

exchange traded funds and franking credits

private companies – using franking credits and the 30% tax rate to reduce overall tax liability

Early stage venture capital limited partnership (ESVCLP) – tax offset / exemption form income tax and capita gains from disposal of eligible venture capital investments made by the ESVCLP

Warning: This paper does not contain any evaluation of the merit of any particular type of investment.

This webinar will be presented by one of TaxBanter’s experienced tax trainers.

Can't attend all sessions live?

It's ok, we provide recordings of all the live sessions so you can catch up later on at a time that suits you. You will have access to the slides and recordings for three months after each event.

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