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
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
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
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
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
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
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
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
Complexity helps justify fees
Like the Wizard of Oz, as long as financial players can can hide behind complexity,…
Quantum FinancialApril 9, 2019
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