Self managed super expert (SMSF) ⋆ Independent financial advisor Claire Mackay

Super traps and opportunities for the new financial year

By Claire MackayAustralian Financial Review, Financial planning, Self Managed Super FundNo Comments

Key point: You should plan around any key birthdays in fiscal year 2021 to make the most of superannuation contribution windows.
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June 30, 2020

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Why you need to update your SMSF investment strategy

By Claire MackayAustralian Financial Review, Financial planning, Self Managed Super FundNo Comments

Key point: With the new financial year approaching, now is the time to bring your self-managed superannuation fund’s investment strategy up to date and stay in the ATO’s good books.
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June 1, 2020

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Tim Mackay contributing opinion writer Financial Review

Dual SMSF investment strategy that ticks all boxes

By Claire MackayAustralian Financial Review, Financial planning, Self Managed Super FundNo Comments

Key point: Your DIY fund’s approach to diversification needs to act a benchmark for your auditor as well as offer you flexibility with the best direction for members. Read More

September 25, 2019

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Smart self-managed superannuation fund estate planning ensures your wealth is passed to your loved ones in the most tax-effective manner

How to pass on your SMSF wealth effectively

By Claire MackayAustralian Financial Review, Financial planning, Self Managed Super FundNo Comments

Key point: Smart self-managed superannuation fund estate planning ensures your wealth is passed to your loved ones in the most tax-effective manner.

July 31, 2019

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Time for a portfolio fine-tune

By Claire MackayAustralian Financial Review, Financial planning, Self Managed Super FundNo Comments

Great investing ideas and portfolio management are different skills. Both are important but the latter goes well beyond making good individual investment decisions. If your current asset allocation is not in line with your target asset allocation, take action.
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July 3, 2019

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Why politicians need to understand the true nature of SMSFs

By Claire MackayAustralian Financial Review, Financial planning, Self Managed Super FundNo Comments

Digging behind ATO statistics shows mum and dad trustees are more likely to have less than $350,000 each in super, rather than boasting of harbourside mansions. Read More

June 6, 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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