Australian Financial ReviewFinancial planningInvesting InsightsJet setting retireesResponsible for managing family wealthSelf Managed Super FundSMSF-investing Industry funds’ DIY options could help you keep franking credits Key point: Own shares through an SMSF and concerned about losing revenue on them? There's… Quantum FinancialMay 6, 2019
Australian Financial ReviewFinancial planningInvesting InsightsJet setting retireeManaging family wealthSelf Managed Super FundSMSF-basics Complexity helps justify fees Like the Wizard of Oz, as long as financial players can can hide behind complexity,… Quantum FinancialApril 9, 2019
Australian Financial ReviewFinancial planningInvesting InsightsSelf Managed Super FundSMSF-advanced Top 100 SMSFs control $8 billion The Australian Taxation Office has a self managed super fund top 100. Among its greatest… Quantum FinancialMarch 10, 2019
Australian Financial ReviewFinancial planningInvesting InsightsSelf Managed Super FundSMSF-basicsSMSF-investing Banking royal commission: what SMSF investors need to know While DIY super funds were not an area of concern, it will mean more transparency… Quantum FinancialFebruary 10, 2019
Australian Financial ReviewFinancial planningInvesting InsightsSelf Managed Super FundSMSF-admin An SMSF action plan for 2019 to keep your fund running smoothly Now is a great time to start planning how to get your self-managed super fund… Quantum FinancialJanuary 15, 2019
Australian Financial ReviewFinancial planningSelf Managed Super FundSMSF-adminSMSF-advancedSMSF-retirement Why inviting your kids into SMSF is a bad idea While family members in accumulation mode could help soften the impact of Labor’s franking credit… Quantum FinancialNovember 19, 2018
Australian Financial ReviewFinancial planningSMSF-adminSMSF-advancedSMSF-investing How to simplify your SMSF When you take control of your family’s financial future, cut through complexity to meet your… Quantum FinancialOctober 23, 2018
Australian Financial ReviewSMSF-advancedSMSF-deathSMSF-divorce How to keep your SMSF alive and kicking The key is to find trusted advisers and start mentoring younger members of the family.… Quantum FinancialSeptember 25, 2018
Australian Financial ReviewFinancial planningSMSF-advancedSMSF-closing When to close your SMSF In the right circumstances, there are good reasons to exit your SMSF and the vast… Quantum FinancialAugust 28, 2018
Australian Financial ReviewFinancial planningSMSF-adminSMSF-advancedSMSF-investing SMSF advisors need to lift their game Why the two SMSF reports from ASIC should be required reading for anyone in the… Quantum FinancialJuly 2, 2018