Key point: You should plan around any key birthdays in fiscal year 2021 to make…
Claire MackayJune 30, 2020
Key point: Your DIY fund's approach to diversification needs to act a benchmark for your…
Claire MackaySeptember 25, 2019
Below is our latest correspondence to clients. When there are big moves in markets,we communicate…
Claire MackayAugust 7, 2019
Key point: Smart self-managed superannuation fund estate planning ensures your wealth is passed to your…
Claire MackayJuly 31, 2019
Great investing ideas and portfolio management are different skills. Both are important but the latter…
Claire MackayJuly 3, 2019
Digging behind ATO statistics shows mum and dad trustees are more likely to have less…
Claire MackayJune 6, 2019
Key point: Own shares through an SMSF and concerned about losing revenue on them? There's…
Quantum FinancialMay 6, 2019
Like the Wizard of Oz, as long as financial players can can hide behind complexity,…
Quantum FinancialApril 9, 2019
The Australian Taxation Office has a self managed super fund top 100. Among its greatest…
Quantum FinancialMarch 10, 2019