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

September 25, 2019

Tim Mackay contributing opinion writer Financial Review

Dual SMSF investment strategy that ticks all boxes

By Claire Mackay | Australian Financial Review, Financial planning, Self Managed Super Fund | No 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

July 31, 2019

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 Mackay | Australian Financial Review, Financial planning, Self Managed Super Fund | No 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 3, 2019

Time for a portfolio fine-tune

By Claire Mackay | Australian Financial Review, Financial planning, Self Managed Super Fund | No 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.
Read More

June 6, 2019

Why politicians need to understand the true nature of SMSFs

By Claire Mackay | Australian Financial Review, Financial planning, Self Managed Super Fund | No 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

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

November 19, 2018

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

Claire Mackay Self Managed Super Expert (SMSF)

Dual SMSF investment strategy that ticks all boxes

How to pass on your SMSF wealth effectively

Time for a portfolio fine-tune

Why politicians need to understand the true nature of SMSFs

Industry funds’ DIY options could help you keep franking credits

Complexity helps justify fees

Top 100 SMSFs control $8 billion

Banking royal commission: what SMSF investors need to know

An SMSF action plan for 2019 to keep your fund running smoothly

Why inviting your kids into SMSF is a bad idea

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