Acccurium education
   <  Back to Accurium

Looking outside the superannuation sphere

Recorded live 6 May 2026
CGT

$195.00 +GST

Click here to contact us about group pricing

Audience

This training is recommended for: 

  • Accountants working in public practice 
  • All practitioners working with tax 
Audience

Learning outcomes

On completion, participants will be able to: 

  • Understand what makes superannuation an attractive investment vehicle 
  • Identify investments outside of superannuation  
  • Explain the tax consequences of these alternative investments 
Learning outcomes

Relevancy

This webinar was presented live 6/05/2026.

Relevancy

CPD hours

If claiming CPD hours, this course provides 1.5 Legislated CPD hours, the breakdown is as follows:

  • Tax (financial) advice: 1.5 CPD hours
CPD hours

Unlock 25% savings – 2026 Special Topics Series

Get the complete 2026 Special Topics webinar series and enjoy a 25% saving when you purchase the full package.

Sign me up

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.

Lee-Ann Hayes
Lee-Ann HayesHead of Tax Education
Tiffany Douglas
Tiffany DouglasSenior Tax Trainer
Tristan Webb
Tristan WebbSenior Tax Trainer
Tim Edgecombe
Tim EdgecombeSenior Tax Trainer
Deb Ghuliani
Deb GhulianiSenior Tax Trainer
Rae Ni Corraidh
Rae Ni CorraidhSenior Tax Trainer
Michael Gilmour
Michael GilmourSenior Tax Trainer
George Housakos
George HousakosSenior Tax Trainer
Brian Kamenetzky
Brian KamenetzkySenior Tax Trainer
Fred Schenck
Fred SchenckSenior Tax Trainer
Veronica Steward
Veronica StewardSenior Tax Trainer
Resham​ ​​Mehta
Resham​ ​​MehtaTax Trainer
Leanne Saudners
Leanne SaudnersSenior Tax Trainer
Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The General Terms and Conditions can be accessed here.