Self Managed Super Fund (SMSF) services

June 30, 2020

Super traps and opportunities for the new financial year

By Claire Mackay | Australian Financial Review, Financial planning, Self Managed Super Fund | No 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 1, 2020

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Why you need to update your SMSF investment strategy

By Claire Mackay | Australian Financial Review, Financial planning, Self Managed Super Fund | No 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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September 25, 2019

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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

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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 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.

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.
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June 6, 2019

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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

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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 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

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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 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

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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 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

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