Australian Financial ReviewFinancial planningSelf Managed Super Fund Super traps and opportunities for the new financial year Key point: You should plan around any key birthdays in fiscal year 2021 to make…Claire MackayJune 30, 2020
Australian Financial ReviewFinancial planningSelf Managed Super Fund Why you need to update your SMSF investment strategy Key point: With the new financial year approaching, now is the time to bring your…Claire MackayJune 1, 2020
Australian Financial ReviewFinancial planningSelf Managed Super Fund Dual SMSF investment strategy that ticks all boxes Key point: Your DIY fund's approach to diversification needs to act a benchmark for your…Claire MackaySeptember 25, 2019
Financial planningInvesting Insights Investing Insights: Flying above the danger zone Below is our latest correspondence to clients. When there are big moves in markets,we communicate…Claire MackayAugust 7, 2019
Australian Financial ReviewFinancial planningSelf Managed Super Fund How to pass on your SMSF wealth effectively Key point: Smart self-managed superannuation fund estate planning ensures your wealth is passed to your…Claire MackayJuly 31, 2019
Australian Financial ReviewFinancial planningSelf Managed Super Fund Time for a portfolio fine-tune Great investing ideas and portfolio management are different skills. Both are important but the latter…Claire MackayJuly 3, 2019
Australian Financial ReviewFinancial planningSelf Managed Super Fund Why politicians need to understand the true nature of SMSFs Digging behind ATO statistics shows mum and dad trustees are more likely to have less…Claire MackayJune 6, 2019
AwardsClaire in the mediaFinancial planningJet setting retireeManaging family wealth Barrons Top Advisor 2018 In 2018 The Australian newspaper and the US financial magazine Barron’s once again published the…Claire MackayAugust 24, 2018
Financial planning Pillars of success for business owners Independent Financial planner Claire Mackay regularly shares her expert financial views on Channel 7’s finance…Claire MackayJuly 31, 2018
David KochEstate planningFinancial planning Pillars of success – Top tips on estate planning "Now to our Pillars of Success segment helping you build solid foundations for your small…Claire MackayMay 23, 2018