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
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
I definitely rate Claire as a person, her services and her willingness to support and listen to me, whether it is finance related or not, at a 10 out of 10.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
My wife Sue stumbled upon you from a report by Alan Kohler who mentioned this young pair who were out to reform the financial world.
I would be grateful to receive financial advice from Clare Mackay, who I believe is the best independent financial advisor in Australia through my research, on how to manage the windfall gain on the sale of our small business early this year and also how to manage funds in our foundation that we have just set up.
Claire takes a major burden off my shoulders and gives me peace of mind.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.