2025 TAG Super & Tax Strategies Day

Australia’s longest-running superannuation seminar is now available on-demand in 2025 – giving you the flexibility to access the latest insights when it suits you.

This on-demand seminar has been designed specifically for professional accountants who want to sharpen their expertise in tax strategies and superannuation, while working around their own schedule.

Gain instant access to engaging sessions covering the latest updates in superannuation and retirement planning – all tailored to equip you with the tools you need to deliver top-tier financial guidance to your clients.

Our industry experts take you through critical topics such as transitioning from legacy pensions, effective business restructuring, and strategies for growing wealth, with insights you can apply immediately in practice.

Sessions

• The $3M Question: Clients Are Withdrawing, Now What?
  
  Clients are already reacting to Division 296 - often withdrawing from super without fully understanding the consequences and further decisions their actions will create. This session equips accountants to strategically guide clients through Division 296, addressing structural, legal, and tax implications while helping to avoid costly missteps in super and estate planning.
  

• Strategic Business Restructuring: Tax-Efficient Approaches for Growth
  
  Gain the skills to enhance clients' business outcomes through tailored strategies that address evolving tax implications. Explore diversified investment structures, including family trusts and SMSFs, and explore how these can be leveraged to improve tax efficiency while maximising wealth creation.
  
• Assessing Client Readiness for Early Retirement with Wealth Projections
  
  Through a real-world case study and "what if" scenario planning, you’ll experience some of the skills that can guide clients through early retirement decisions with precision. Walk away with actionable strategies and a framework to help your clients optimise their wealth—so they don’t just retire, but retire well.
  
• Mastering Superannuation Pensions: Key Reforms, Strategies & Compliance Insights
  
  Strengthen your expertise in retirement pension planning & management. Join this in-depth session to stay ahead of the latest developments in superannuation pension including legacy pension reforms.
  
  
• Navigating Complex Wealth Transitions: Mastering Superannuation, Succession, and Sensitive Client Scenarios
  
  Master wealth and superannuation transitions to provide strategic, compassionate client guidance. Learn how to proactively engage clients on wealth succession planning, managing challenges when clients face cognitive decline, and troubleshooting the transition of superannuation on a member’s death.

PLUS Get full access to all online resources - including presentation slides, white papers, audit kit, 25-26 Super Guide and more.

Whether you’re looking to expand your skillset or discover new approaches, these sessions deliver practical strategies you can revisit at any time.

Stay ahead in the evolving world of tax and superannuation: watch on-demand now and unlock the keys to financial success for you and your clients.