Hi and welcome to the Quantum Financial blog. We share our thoughts on issues we are passionate about including financial planning, Self Managed Super Funds (SMSF), independent financial advice, retirement planning and investment insights.
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
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
Investing Insights: Flying above the danger zone
Below is our latest correspondence to clients. When there are big moves in markets,we communicate to clients proactively so they have the confidence they are
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
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
Great wall of debt & China finding its place in the world
Have you wondered why Huawei is always in the news? Wonder no more. We also examine the Great wall of debt, how China is finding
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
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.