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.
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.
Eye on the USA
As we all now know, on November 8, 2016 Donald Trump became US President-elect. He will assume office at his inauguration on January 20, 2017.
Quantum Financial Quiz #14: US election trivia
With the USA electing its 45th President, test your US election knowledge with our quiz.
Q1. Only 1 US President has been elected President 4 times.
Quantum Financial is moving office
Exciting news! Due to the support of our wonderful clients, we’re growing & moving our office.
“Same level of quality service, a different office”
According to Bill Mackay,
Kochie & Claire discuss divorce & Brangelina
David Koch chats to Claire Mackay about the financial fallout from Brangelina and how to manage a divorce.
Kochie & Claire discuss changes to super
David Koch chats to Claire Mackay about the new rules in superannuation.
Claire discusses housing affordability (ABC Radio)
On ABC Radio 2BL James Valentine chats to Claire Mackay, Peter Switzer & John Daly on housing affordability.
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)
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Client update on Brexit GalleryClient update on Brexit
Business owner exiting their business, Company head or division director, Established in private practice, Financial planning for doctors, Investing Insights, Jet setting retiree, Jet setting retirees, Managing family wealth, Responsible for managing family wealth, Retirement planning, Self Managed Super Funds, Women
Client update on Brexit
We provide our updated research and analysis for clients post the UK Brexit vote.
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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.
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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.
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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.
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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.