Federal BudgetFinancial planningInvesting Insights Minimal changes to super a relief The news that were minimal changes to the superannuation rules in the 2017/18 Federal Budget… Claire MackayMay 9, 2017
Federal BudgetFinancial planningInvesting Insights Key Budget 2017 changes impacting you Ok we'll be honest up front - compared to previous years Budget 2017 just wasn't… Claire MackayMay 9, 2017
Federal BudgetFinancial planningInvesting Insights Budget 2017 live tweeted Below is our live tweet feed of Treasurer Morrison's 2017/18 Federal Budget night speech. (more…) Claire MackayMay 9, 2017
Federal BudgetInvesting InsightsRetirement planningSelf Managed Super Fund New new Super reforms – what do you need to know? “So this is the way the super reforms end, not with a bang but a… Claire MackaySeptember 15, 2016
Business owner exiting their businessCompany head or division directorEstablished in private practiceFederal BudgetInvesting InsightsJet setting retireesResponsible for managing family wealthRetirement planningSelf Managed Super FundWomen Client update on the election, markets and your super We provide our updated research and analysis for clients post the 2016 Australian election. (more…) Quantum FinancialJuly 5, 2016
Federal BudgetFinancial Planner of the YearFinancial planningFinancial planning for doctorsIndependent financial advisorInvesting InsightsJet setting retireeJet setting retireesManaging family wealthResponsible for managing family wealthRetirement planningSelf 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 businessCompany head or division directorEstablished in private practiceFederal BudgetFinancial Planner of the YearFinancial planningFinancial planning for doctorsIndependent financial advisorInvesting InsightsManaging family wealthResponsible for managing family wealthRetirement planningSelf Managed Super FundTransition to retirement Advice for our pre-retiree clients We summarise the key issues for our clients in their mid 50s to mid 60s… Quantum FinancialJune 17, 2016
Business owner exiting their businessCompany head or division directorEstablished in private practiceFederal BudgetFinancial Planner of the YearFinancial planningFinancial planning for doctorsIndependent financial advisorInvesting InsightsRetirement planningSelf Managed Super Fund Advice for our turbo charger clients We summarise the key issues for our clients in their mid 40s to mid 50s… Quantum FinancialJune 17, 2016
Federal BudgetFinancial planningIndependent financial advisorInvesting InsightsJet setting retireeManaging family wealthRetirement planningSelf Managed Super Fund Uncertainty around the super changes Here we outline the 4 key uncertainties around the super changes proposed by the Government. … Quantum FinancialJune 16, 2016
ABC TVFederal BudgetFinancial planningRetirement planningSelf Managed Super Fund How to protect your retirement? A recent ABC article explains what low interest rates really mean for retirees and savers.… Quantum FinancialMay 17, 2016