Self Managed Super Funds are the investment vehicle of choice for more than one million Australians seeking to fund their dream retirement. Here Claire shares her insights and expert Self Managed Super Fund expertise.
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. Read More
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
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. Read More
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
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
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Everyone I dealt with was a delight, from the first inquiry to the meeting. Claire is so easy to deal with, knowledgeable and quite obviously passionate about what she does and looking after her clients.
I knew I needed a financial advisor that I could trust implicitly.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
Level of communication and transparency is nothing short of outstanding.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
On a professional level, Claire’s got a great deal of credentials. She’s an accountant, a financial planner and has a law degree too.
Not only is Claire very personable, she’s a lovely person and easy to talk to.