Financial planningInvesting Insights 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
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
David KochInvesting InsightsRetirement planningSelf Managed Super Fund Pillars of success – Top tips on building wealth "Now to our Pillars of Success. Today financial planner Claire Mackay is talking about building… Claire MackayMay 14, 2018
Claire in the mediaFinancial planningInvesting Insights Quantum Mechanics "Their level of knowledge and expert opinion across all aspects of financial matters has seen… Claire MackayFebruary 2, 2018
Investing Insights Feedback from our inaugural Investor Seminar In late 2017 we held the inaugural Quantum Financial Investor Seminar at the Sebel in… Claire MackayNovember 27, 2017
Financial planningInvesting InsightsSelf Managed Super Fund Super changes in 3 waves Wave 1 of the changes hit on 1 July and our clients have been well… Claire MackayJune 28, 2017