Banking royal commission: what SMSF investors need to know 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
An SMSF action plan for 2019 to keep your fund running smoothly 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
Why inviting your kids into SMSF is a bad idea Australian Financial ReviewFinancial planningSelf Managed Super FundSMSF-adminSMSF-advancedSMSF-retirement Why inviting your kids into SMSF is a bad idea While family members in accumulation mode could help soften the impact of Labor’s franking credit…Quantum FinancialNovember 19, 2018
How to simplify your SMSF Australian Financial ReviewFinancial planningSMSF-adminSMSF-advancedSMSF-investing How to simplify your SMSF When you take control of your family’s financial future, cut through complexity to meet your…Quantum FinancialOctober 23, 2018
When to close your SMSF Australian Financial ReviewFinancial planningSMSF-advancedSMSF-closing When to close your SMSF In the right circumstances, there are good reasons to exit your SMSF and the vast…Quantum FinancialAugust 28, 2018
Barrons Top Advisor 2018 AwardsClaire in the mediaFinancial planningJet setting retireeManaging family wealth Barrons Top Advisor 2018 In 2018 The Australian newspaper and the US financial magazine Barron’s once again published the…Claire MackayAugust 24, 2018
Pillars of success for business owners Financial planning Pillars of success for business owners Independent Financial planner Claire Mackay regularly shares her expert financial views on Channel 7’s finance…Claire MackayJuly 31, 2018
SMSF advisors need to lift their game Australian Financial ReviewFinancial planningSMSF-adminSMSF-advancedSMSF-investing SMSF advisors need to lift their game Why the two SMSF reports from ASIC should be required reading for anyone in the…Quantum FinancialJuly 2, 2018
Right reasons to set up an SMSF Australian Financial ReviewFinancial planningSMSF-adminSMSF-basicsSMSF-establish Right reasons to set up an SMSF For the work and effort involved in running your own fund, there should be significant…Quantum FinancialJune 4, 2018
Pillars of success – Top tips on estate planning David KochEstate planningFinancial planning Pillars of success – Top tips on estate planning "Now to our Pillars of Success segment helping you build solid foundations for your small…Claire MackayMay 23, 2018