Jet setting retirees Archives ⋆ Independent financial advisor Claire Mackay

Own shares through an SMSF and concerned about losing revenue on them? There's a way to continue owning them without losing out.

Australian Financial Review Financial planning Investing Insights Jet setting retirees Responsible for managing family wealth Self Managed Super Fund SMSF-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

Business owner exiting their business Company head or division director Established in private practice Financial planning for doctors Investing Insights Jet setting retiree Jet setting retirees Managing family wealth Responsible for managing family wealth Retirement planning Self Managed Super Fund Women

Client update on Brexit

We provide our updated research and analysis for clients post the UK Brexit vote.

Quantum FinancialJuly 5, 2016

Business owner exiting their business Company head or division director Established in private practice Federal Budget Investing Insights Jet setting retirees Responsible for managing family wealth Retirement planning Self Managed Super Fund Women

Client update on the election, markets and your super

We provide our updated research and analysis for clients post the 2016 Australian election.

Quantum FinancialJuly 5, 2016

Federal Budget Financial Planner of the Year Financial planning Financial planning for doctors Independent financial advisor Investing Insights Jet setting retiree Jet setting retirees Managing family wealth Responsible for managing family wealth Retirement planning Self Managed Super Fund

Advice for our jet setting retiree clients

We summarise the key issues for our jet-setting retiree clients following the material super changes…

Quantum FinancialJune 17, 2016

Business owner exiting their business Company head or division director Established in private practice Financial planning Financial planning for doctors Investing Insights Jet setting retiree Jet setting retirees Managing family wealth Responsible for managing family wealth Self Managed Super Fund Women

Changing gears in Europe

Our recommendation – Changing gear in Europe. This is our revised Investing Insights advice for…

Quantum FinancialJune 6, 2016

What my clients say

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