July 2023 - Snapshot

Welcome to our July newsletter and, with a new financial year underway, it might be a good opportunity to review some of the recent changes to business and investment rules to make sure you’re on the right track.

Whether you’re an employee or now retired, the latest super changes are likely to affect you.

In a round-up of the new and upcoming changes we look at the Superannuation Guarantee payment for employees, the minimum pension drawdown, the transfer balance cap, the ‘downsizer contribution’ when you sell your home and the First Home Super Save Scheme.

Keep your super on track with our guide to the new rules.

You can read our July snapshot here.