Investing Insights ⋆ Independent financial advisor Claire Mackay

August 7, 2019

Quantum Financial Investing Insights Research SMSF

Investing Insights: Flying above the danger zone

By Claire Mackay | Financial planning, Investing Insights | No 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

May 6, 2019

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 Financial | Australian Financial Review, Financial planning, Investing Insights, Jet setting retirees, Responsible for managing family wealth, Self Managed Super Fund, SMSF-investing | No 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

April 9, 2019

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 Financial | Australian Financial Review, Financial planning, Investing Insights, Jet setting retiree, Managing family wealth, Self Managed Super Fund, SMSF-basics | No 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

March 10, 2019

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 Financial | Australian Financial Review, Financial planning, Investing Insights, Self Managed Super Fund, SMSF-advanced | No 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

February 10, 2019

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 Financial | Australian Financial Review, Financial planning, Investing Insights, Self Managed Super Fund, SMSF-basics, SMSF-investing | No Comments

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

January 15, 2019

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 Financial | Australian Financial Review, Financial planning, Investing Insights, Self Managed Super Fund, SMSF-admin | No 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

May 14, 2018

Pillars of success – Top tips on building wealth

By Claire Mackay | David Koch, Investing Insights, Retirement planning, Self Managed Super Fund | No Comments

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

February 2, 2018

Quantum Mechanics

By Claire Mackay | Claire in the media, Financial planning, Investing Insights | No 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

November 27, 2017

Feedback from our inaugural Investor Seminar

By Claire Mackay | Investing Insights | No 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

June 28, 2017

Super changes in 3 waves

By Claire Mackay | Financial planning, Investing Insights, Self Managed Super Fund | No Comments

Wave 1 of the changes hit on 1 July and our clients have been well prepared. Be prepared for the next two waves! Read More