TaxBanter May 2026 Special Topic: Looking outside the superannuation sphere

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 %.  

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 incl
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!
     

Date & Details

Wednesday, 6 May 2026

11:00am - 12:30pm AEST (NSW, QLD, VIC, TAS, ACT)
10:30am SA, NT
9:00am WA

What we cover

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 

TaxBanter Senior Trainer

TaxBanter are Australia's leading experts in personalised tax training. 
This webinar will be presented by one of TaxBanter’s experienced tax trainers.

Webinar

TaxBanter May 2026 Special Topic: Looking outside the superannuation sphere

06 May 2026 - 06 May 2026

Webinar

$195.00 + GST

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