Australian Financial Review ⋆ Independent financial advisor Claire Mackay

Jan 15

Now is a great time to start planning how to get your self-managed super fund off to a cracking start. Mark these important tasks in your diary now.

An SMSF action plan for 2019 to keep your fund running smoothly

By Quantum Financial Australian Financial Review, Financial planning, Investing Insights, Self Managed Super Fund, SMSF-admin No Comments

Now is a great time to start planning how to get your self-managed super fund off to a cracking start. Mark these important tasks in your diary now. Read More

Nov 19

Love0

While family members in accumulation mode could help soften the impact of Labor’;s franking credit plan, don’t make it your first option.

Why inviting your kids into SMSF is a bad idea

By Quantum Financial Australian Financial Review, Financial planning, Self Managed Super Fund, SMSF-admin, SMSF-advanced, SMSF-retirement No Comments

While family members in accumulation mode could help soften the impact of Labor’s franking credit plan, don’t make it your first option. Read More

Oct 23

Love0

When you take control of your family’s financial future, cut through complexity to meet your retirement goals.

How to simplify your SMSF

By Quantum Financial Australian Financial Review, Financial planning, SMSF-admin, SMSF-advanced, SMSF-investing No Comments

When you take control of your family’s financial future, cut through complexity to meet your retirement goals. Read More

Sep 25

Love1

The key is to find trusted advisers and start mentoring younger members of the family.

How to keep your SMSF alive and kicking

By Quantum Financial Australian Financial Review, SMSF-advanced, SMSF-death, SMSF-divorce No Comments

The key is to find trusted advisers and start mentoring younger members of the family. Read More

Aug 28

Love0

In the right circumstances, there are good reasons to exit your SMSF and the vast majority of existing SMSFs will be closed at some stage.

When to close your SMSF

By Quantum Financial Australian Financial Review, Financial planning, SMSF-advanced, SMSF-closing No Comments

In the right circumstances, there are good reasons to exit your SMSF and the vast majority of existing SMSFs will be closed at some stage. Read More

Jul 02

Love0

Why the two SMSF reports from ASIC should be required reading for anyone in the DIY super industry.

SMSF advisors need to lift their game

By Quantum Financial Australian Financial Review, Financial planning, SMSF-admin, SMSF-advanced, SMSF-investing No Comments

Why the two SMSF reports from ASIC should be required reading for anyone in the DIY super industry. Read More

Jun 04

Love0

For the work and effort involved in running your own fund, there should be significant benefits from day one.

Right reasons to set up an SMSF

By Quantum Financial Australian Financial Review, Financial planning, SMSF-admin, SMSF-basics, SMSF-establish No Comments

For the work and effort involved in running your own fund, there should be significant benefits from day one. Read More

May 01

Love0

Who to include in your SMSF

By Quantum Financial Australian Financial Review, Financial planning, SMSF-admin, SMSF-basics, SMSF-establish No Comments

How many members in your Self Managed Super Fund (SMSF) are right for you and your family? Read More

Aug 23

Love3

“Tim & Claire Mackay have been tireless in their help explaining complicated financial issues so that non-specialists can appreciate what happened and, hopefully, avoid making the same mistake.”

By Quantum Financial Australian Financial Review, What others say No Comments

Duncan Hughes, Australian Financial Review business journalist and Walkley Business Award winner.

Aug 05

Love4

“I regularly seek comment from Tim and Claire Mackay for stories about investing and industry trends. I have always found them to be accurate, fair, insightful, prompt and courteous.”

By Quantum Financial Australian Financial Review, What others say No Comments

Duncan Hughes, Australian Financial Review business journalist and Walkley Business Award winner.