Quantum Financial advisor Tim Mackay is a contributing opinion writer in the Australian Financial Review (AFR).
You can read a selection of his AFR articles below.
Super traps and opportunities for the new financial year
Key point: You should plan around any key birthdays in fiscal year 2021 to make the most of superannuation contribution windows.
Why you need to update your SMSF investment strategy
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.
Dual SMSF investment strategy that ticks all boxes
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.
How to pass on your SMSF wealth effectively
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
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
Why politicians need to understand the true nature of SMSFs
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.
Industry funds’ DIY options could help you keep franking credits
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.
Complexity helps justify fees
Like the Wizard of Oz, as long as financial players can can hide behind complexity, consumers can believe financial gurus have the secrets.
Top 100 SMSFs control $8 billion
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.
Banking royal commission: what SMSF investors need to know
While DIY super funds were not an area of concern, it will mean more transparency when dealing with financial advisers.
An SMSF action plan for 2019 to keep your fund running smoothly
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.
Why inviting your kids into SMSF is a bad idea
While family members in accumulation mode could help soften the impact of Labor’s franking credit plan, don’t make it your first option.
SMSF tips: How to simplify your self-managed superannuation fund
When you take control of your family’s financial future, cut through complexity to meet your retirement goals.
How to keep your SMSF alive
The key is to find trusted advisers and start mentoring younger members of the family.