Video snapshot: Dealer Group Summit

Professional Planner Online asked presenters, panelists and delegates to reflect on another successful Professional Planner Dealer Group Summit and the issues discussed.

Financial Planning Association general manager of policy & government relations Dante De Gori

 

 

Premium Wealth Management general manager Paul Harding Davis

 

 

Perennial Investment Partners head of retail funds management Brian Thomas

 

 

Baker & McKenzie partner Astrid Raetze

 

 

Godfrey Pembroke general manager Tom Reddacliff

 

 

AIA Australia head of product and marketing Tim Tez

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Why the super tax changes will reinforce the strategic case for SMSFs

Why the super tax changes will reinforce the strategic case for SMSFs

When Div 296 passed into law in March 2026, the headline reaction was predictable: a new tax on earnings attributable to superannuation balances above $3 million was framed as an assault on wealthy members. But Arthur Marusevich writes that changes from the Federal Budget show that SMSFs may occupy a stronger position than before.

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