Media ⋆ Independent financial advisor Claire Mackay

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

November 19, 2018

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

Why inviting your kids into SMSF is a bad idea

By Quantum Financial | Australian Financial Review, Financial planning, Self Managed Super Fund, SMSF-admin, SMSF-advanced, SMSF-retirement | No Comments

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

October 23, 2018

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When you take control of your family’s financial future, cut through complexity to meet your retirement goals.

How to simplify your SMSF

By Quantum Financial | Australian Financial Review, Financial planning, SMSF-admin, SMSF-advanced, SMSF-investing | No Comments

When you take control of your family’s financial future, cut through complexity to meet your retirement goals. Read More

September 25, 2018

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The key is to find trusted advisers and start mentoring younger members of the family.

How to keep your SMSF alive and kicking

By Quantum Financial | Australian Financial Review, SMSF-advanced, SMSF-death, SMSF-divorce | No Comments

The key is to find trusted advisers and start mentoring younger members of the family. Read More

August 28, 2018

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In the right circumstances, there are good reasons to exit your SMSF and the vast majority of existing SMSFs will be closed at some stage.

When to close your SMSF

By Quantum Financial | Australian Financial Review, Financial planning, SMSF-advanced, SMSF-closing | No Comments

In the right circumstances, there are good reasons to exit your SMSF and the vast majority of existing SMSFs will be closed at some stage. Read More

August 24, 2018

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Claire Mackay Independent Financial Planner

Barrons Top Advisor 2018

By Claire Mackay | Awards, Claire in the media, Financial planning, Jet setting retiree, Managing family wealth | No Comments

In 2018 The Australian newspaper and the US financial magazine Barron’s once again published the pre-eminent list of Australia’s top 50 financial advisors. Read More

July 2, 2018

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Why the two SMSF reports from ASIC should be required reading for anyone in the DIY super industry.

SMSF advisors need to lift their game

By Quantum Financial | Australian Financial Review, Financial planning, SMSF-admin, SMSF-advanced, SMSF-investing | No Comments

Why the two SMSF reports from ASIC should be required reading for anyone in the DIY super industry. Read More

June 4, 2018

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For the work and effort involved in running your own fund, there should be significant benefits from day one.

Right reasons to set up an SMSF

By Quantum Financial | Australian Financial Review, Financial planning, SMSF-admin, SMSF-basics, SMSF-establish | No Comments

For the work and effort involved in running your own fund, there should be significant benefits from day one. Read More

May 23, 2018

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Pillars of Success Small Business Estate Planning

Pillars of success – Top tips on estate planning

By Claire Mackay | David Koch, Estate planning, Financial planning | No Comments

“Now to our Pillars of Success segment helping you build solid foundations for your small business. Financial planning wiz Claire Mackay is here to talk about estate planning.” (David Koch) Read More

May 15, 2018

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