Self Managed Super Fund Archives ⋆ Page 2 of 6 ⋆ Independent financial advisor Claire Mackay

Now is a great time to start planning how to get your self-managed super fund off to a cracking start. Mark these important tasks in your diary now.

Australian Financial Review Financial planning Investing Insights Self Managed Super Fund SMSF-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

While family members in accumulation mode could help soften the impact of Labor’;s franking credit plan, don’t make it your first option.

Australian Financial Review Financial planning Self Managed Super Fund SMSF-admin SMSF-advanced SMSF-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

David Koch Investing Insights Retirement planning Self 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

Financial planning Investing Insights Self 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

Financial planning Independent financial advisor Major life events Retirement lifestyle Retirement planning Self Managed Super Fund

Is it ever too early or too late to plan for your retirement?

In this NestEgg podcast, I discuss why it's never too early or too late to…

Claire MackayApril 18, 2017

Federal Budget Investing Insights Retirement planning Self 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 business Company head or division director Established in private practice Financial planning for doctors Investing Insights Jet setting retiree Jet setting retirees Managing family wealth Responsible for managing family wealth Retirement planning Self Managed Super Fund Women

Client update on Brexit

We provide our updated research and analysis for clients post the UK Brexit vote.

Quantum FinancialJuly 5, 2016

Business owner exiting their business Company head or division director Established in private practice Federal Budget Investing Insights Jet setting retirees Responsible for managing family wealth Retirement planning Self Managed Super Fund Women

Client update on the election, markets and your super

We provide our updated research and analysis for clients post the 2016 Australian election.

Quantum FinancialJuly 5, 2016

Federal Budget Financial Planner of the Year Financial planning Financial planning for doctors Independent financial advisor Investing Insights Jet setting retiree Jet setting retirees Managing family wealth Responsible for managing family wealth Retirement planning Self 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 business Company head or division director Established in private practice Federal Budget Financial Planner of the Year Financial planning Financial planning for doctors Independent financial advisor Investing Insights Managing family wealth Responsible for managing family wealth Retirement planning Self Managed Super Fund Transition 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

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