Investing Insights ⋆ Independent financial advisor Claire Mackay

Quantum Financial Investing Insights Research SMSF

Investing Insights: Flying above the danger zone

By Claire MackayFinancial planning, Investing InsightsNo Comments

Below is our latest correspondence to clients. When there are big moves in markets,we communicate to clients proactively so they have the confidence they are best positioned. Read More

August 7, 2019

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Own shares through an SMSF and concerned about losing revenue on them? There's a way to continue owning them without losing out.

Industry funds’ DIY options could help you keep franking credits

By Quantum FinancialAustralian Financial Review, Financial planning, Investing Insights, Jet setting retirees, Responsible for managing family wealth, Self Managed Super Fund, SMSF-investingNo Comments

Key point: Own shares through an SMSF and concerned about losing revenue on them? There’s a way to continue owning them without losing out. Read More

May 6, 2019

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Like the Wizard of Oz, as long as financial players can can hide behind complexity, consumers can believe financial gurus have the secrets.

Complexity helps justify fees

By Quantum FinancialAustralian Financial Review, Financial planning, Investing Insights, Jet setting retiree, Managing family wealth, Self Managed Super Fund, SMSF-basicsNo Comments

Like the Wizard of Oz, as long as financial players can can hide behind complexity, consumers can believe financial gurus have the secrets. Read More

April 9, 2019

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The Australian Taxation Office has a self managed super fund top 100. Among its greatest hits are the 100 SMSFs with the largest asset balances.

Top 100 SMSFs control $8 billion

By Quantum FinancialAustralian Financial Review, Financial planning, Investing Insights, Self Managed Super Fund, SMSF-advancedNo Comments

The Australian Taxation Office has a self managed super fund top 100. Among its greatest hits are the 100 SMSFs with the largest asset balances. Read More

March 10, 2019

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While DIY super funds were not an area of concern, it will mean more transparency when dealing with financial advisers.

Banking royal commission: what SMSF investors need to know

By Quantum FinancialAustralian Financial Review, Financial planning, Investing Insights, Self Managed Super Fund, SMSF-basics, SMSF-investingNo Comments

While DIY super funds were not an area of concern, it will mean more transparency when dealing with financial advisers. Read More

February 10, 2019

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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.

An SMSF action plan for 2019 to keep your fund running smoothly

By Quantum FinancialAustralian Financial Review, Financial planning, Investing Insights, Self Managed Super Fund, SMSF-adminNo Comments

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. Read More

January 15, 2019

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Pillars of success – Top tips on building wealth

By Claire MackayDavid Koch, Investing Insights, Retirement planning, Self Managed Super FundNo Comments

“Now to our Pillars of Success. Today financial planner Claire Mackay is talking about building wealth (David Koch) Read More

May 14, 2018

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Quantum Mechanics

By Claire MackayClaire in the media, Financial planning, Investing InsightsNo Comments

“Their level of knowledge and expert opinion across all aspects of financial matters has seen them gain an almost celebrity-like status.” Read More

February 2, 2018

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Feedback from our inaugural Investor Seminar

By Claire MackayInvesting InsightsNo Comments

In late 2017 we held the inaugural Quantum Financial Investor Seminar at the Sebel in Chatswood. The exclusive event was held for Quantum Financial clients and specially invited guests. Read More

November 27, 2017

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