Independent Quantum Financial planners are regularly asked their expert views in the press.
Super traps and opportunities for the new financial year
Key point: You should plan around any key birthdays in
Why you need to update your SMSF investment strategy
Key point: With the new financial year approaching, now is
Dual SMSF investment strategy that ticks all boxes
Key point: Your DIY fund’s approach to diversification needs to
How to pass on your SMSF wealth effectively
Key point: Smart self-managed superannuation fund estate planning ensures your
Time for a portfolio fine-tune
Great investing ideas and portfolio management are different skills. Both
Why politicians need to understand the true nature of SMSFs
Digging behind ATO statistics shows mum and dad trustees are
Industry funds’ DIY options could help you keep franking credits
Key point: Own shares through an SMSF and concerned about
Complexity helps justify fees
Like the Wizard of Oz, as long as financial players
Top 100 SMSFs control $8 billion
The Australian Taxation Office has a self managed super fund
Banking royal commission: what SMSF investors need to know
While DIY super funds were not an area of concern,
An SMSF action plan for 2019 to keep your fund running smoothly
Now is a great time to start planning how to
Why inviting your kids into SMSF is a bad idea
While family members in accumulation mode could help soften the
SMSF tips: How to simplify your self-managed superannuation fund
When you take control of your family’s financial future, cut
How to keep your SMSF alive
The key is to find trusted advisers and start mentoring