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.
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.
When to close your SMSF
In the right circumstances, there are good reasons to exit your SMSF and the vast majority of existing SMSFs will be closed at some stage.
New SMSF rules
From 1 July 2018, some of the biggest changes to super rules since 2007 commenced, including a raft of new acronyms
Client recipes
We love it when our clients share with us wonderful recipes and other great ideas. If you have something to share, please tell
Why SMSF advisers need to lift their game
Why the two SMSF reports from ASIC should be required reading for anyone in the DIY super industry.
SMSF tips: Should you really set up a self-managed superannuation fund?
For the work and effort involved in running your own fund, there should be significant benefits from day one.
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.
Claire Mackay appointed to Board of AFCA
PRESS RELEASE – Minister Kelly O’Dwyer appoints Claire Mackay to Board of AFCA.
Who to include in your self-managed super fund
With the rule change allowing six rather than four members in an SMSF, how many members are right for you?
Fee for no service [Reforming financial planning]
In 2018, the Banking Royal Commission ‘revealed’ the issue of fees for no service. In 2009, Quantum Financial identified and proposed a solution
What does the Royal Commission mean for you?
Over the past few days, we’ve had a number of clients ask us “We have money with X Bank, does the
Planners way to go
“Alan Kohler applauds to young financial planners”. The article titled “Planners’ way to go” about Tim Mackay, his sister Claire Mackay and
Redesigning a business
“The fee-for-service model has been held up as a beacon for how the financial planning sector should operate… Tim Mackay shows