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TaxBanter May 2026 Special Topic: Looking outside the superannuation sphere

Recorded 6 May 2026. 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 and listed investment companies with capital gains

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 %.

Recorded 6 May 2026

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

Investment

Individual - $195 ex GST
Team - $585 ex GST (up to 6 team members)

If you do not already have an account, please create one here to:

Register a team
Access the 25% discount for the full year series!

Total 1.5 CPD Hours

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

Michael Gilmour

An established tax specialist with over 25 years dedicated tax experience. Michael is currently a Senior Tax Trainer at TaxBanter. He have worked as a Tax Consulting Principal at LDB, for an accounting body, two Big 4 accounting firms and a second tier firm and holds a Bachelor of Commerce and a Bachelor of Economics from Monash University, and Michael is also a Chartered Accountant, a Certified Pracising Accountant and a Chartered Tax Adviser.