Welcome to the latest edition of our Superannuation Solutions Newsletter.

In this edition we discuss non-arms length expenditure rule changes, understanding the criteria for the wholesale investor test and distinguishing between wholesale and retail investors, and a current list of important superannuation rates and caps which have changed from 1 July 2024.

Click on the articles below to read more:

•  Non-arm’s length expenditure changes new law

•  Important super caps and rates

•  Enquiry into the wholesale investor test

We hope you find this newsletter informative. Should you have any questions in relation to how these changes may impact you, please contact one of our SMSF Specialists.

The material contained in this publication is for general information purposes only and does not constitute professional advice or recommendation from Nexia Edwards Marshall. Regarding any situation or circumstance, specific professional advice should be sought on any particular matter by contacting your Nexia Edwards Marshall Adviser.