In this special series of articles, we share our latest views on what the significant superannuation changes announced in Budget 2016 means for our clients.
Budget 2018 – What you need to know
Treasurer Morrison delivered the Federal Government’s 2018/2018 Budget on Tuesday night. We share our thoughts on the key issues that impact you.
Super changes you need to know
Everyone is talking about superannuation.
Progress on super changes
After a period of great uncertainty, in recent weeks the Federal Government has finally released the details of its planned changes to the superannuation rules.
New new Super reforms – what do you need to know?
“So this is the way the super reforms end, not with a bang but a whimper” (with apologies to TS Elliot)
-
Client update on the election, markets and your super GalleryClient update on the election, markets and your super
Business owner exiting their business, Company head or division director, Established in private practice, Federal Budget, Investing Insights, Jet setting retirees, Responsible for managing family wealth, Retirement planning, Self Managed Super Funds, Women
Client update on the election, markets and your super
We provide our updated research and analysis for clients post the 2016 Australian election.
-
Advice for our jet setting retiree clients GalleryAdvice for our jet setting retiree clients
Federal Budget, Financial Planner of the Year, Financial planning, Financial planning for doctors, Independent financial advisor, Investing Insights, Jet setting retiree, Jet setting retirees, Managing family wealth, Responsible for managing family wealth, Retirement planning, Self Managed Super Funds
Advice for our jet setting retiree clients
We summarise the key issues for our jet-setting retiree clients following the material super changes announced in Budget 2016.
-
Advice for our pre-retiree clients GalleryAdvice for our pre-retiree clients
Business owner exiting their business, Company head or division director, Established in private practice, Federal Budget, Financial Planner of the Year, Financial planning, Financial planning for doctors, Independent financial advisor, Investing Insights, Managing family wealth, Responsible for managing family wealth, Retirement planning, Self Managed Super Funds, Transition to retirement
Advice for our pre-retiree clients
We summarise the key issues for our clients in their mid 50s to mid 60s following the material super changes announced in Budget 2016.
-
Advice for our turbo charger clients GalleryAdvice for our turbo charger clients
Business owner exiting their business, Company head or division director, Established in private practice, Federal Budget, Financial Planner of the Year, Financial planning, Financial planning for doctors, Independent financial advisor, Investing Insights, Retirement planning, Self Managed Super Funds
Advice for our turbo charger clients
We summarise the key issues for our clients in their mid 40s to mid 50s following the material super changes announced in Budget 2016.
Uncertainty around the super changes
Here we outline the 4 key uncertainties around the super changes proposed by the Government.
How to protect your retirement?
A recent ABC article explains what low interest rates really mean for retirees and savers.
Here’s how much money is at stake in the super changes
A recent article in Business Insider shared Quantum Financial’s detailed research into the superannuation changes in Budget 2016.
Our views on Budget 2016 (ABC TV)
Independent financial planner Claire Mackay shares her views on Budget 2016 on ABC TV.
UPDATED Budget 2016 Survival Guide
Welcome to the UPDATED version of our Investing Insights Report special 2016 Federal Budget edition.
Our election outlook (or why elections don’t matter)
The July 2 Australian Federal election will be of great interest to many of our clients. In truth, in the same way the country appears split down the middle 50/50 between Mr
What wealthy people need to do because of Budget 2016
Budget 2016 was the night the superannuation world shifted on its axis. Everything changed.
David Koch leads expert Budget panel
In the wake of the super changes in Budget 2016, Claire Mackay shared her views with Telegraph (Sydney), Advertiser (Adelaide), Courier Mail (Brisbane) and Herald Sun (Melbourne) readers.
Budget 2016 Survival Guide
Welcome to our Investing Insights Report special 2016 Federal Budget edition.
Quantum Financial Quiz #12: Budget Trivia
Test your Budget knowledge with our Budget 2018 quiz.
Top 10 hidden Budget secrets
We broke into the lock up and delved through the budget papers to bring you the changes that the politicians don’t want you to know.
How to best prepare for Budget 2016
Tim Mackay shared his views on how savvy investors should best prepare for Budget 2016 in SMSF Adviser Magazine.
Super: Not so super?
“Nobody told me there’d be days like these. Strange days indeed – most peculiar mama” John Lennon
“I love the way Quantum Financial run their business, they’re disciplined, and very responsive and call back when I need it. This also comes back to their community mindedness.”