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Tim Mackay The Independent Financial Advisor Sydney
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Not many days profoundly change my views on things but 9/11 on Manhattan was one of them. I wrote this email home at the end of that day.
https://www.theindependentfinancialadvisor.com.au/911-lest-forget/
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When to close your SMSF
For every 12 Australians who join a self-managed superannuation fund (SMSF) each year, five leave. Since 2013, 120,000 Australians have quit their SMSF and have done so at an increasing rate.
https://www.afr.com/personal-finance/when-to-close-your-smsf-20180828-h14lvw
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From 1 July 2018, some of the biggest changes to super rules since 2007 commenced, including a raft of new acronyms (TBAR, TBA, TBC, etc). We have put together a summary of the major changes.
https://www.quantumfinancial.com.au/newsmsfrules/
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My latest article in the Australian Financial Review - Self Managed Super Fund (#SMSF) advisers need to lift their game.
https://www.afr.com/personal-finance/why-smsf-advisers-need-to-lift-their-game-20180702-h124ld
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We thank our wonderful clients for their ongoing support. Recognition such this from Barron's and The Australian is entirely due to our team at Quantum Financial and the continued loyalty and success of our clients.
https://www.theaustralian.com.au/business/the-deal-magazine/top-50-advisers-2018
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6/19/18
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My sister Claire shares her top tips on life insurance
"This week Claire Mackay is here to talk about the right insurance to help manage your wealth" (David Koch)
https://youtu.be/Nelkf6ESIXE
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My sister +Claire Mackay Independent Financial Planner Sydney shares her top tips on superannuation
"Wealth management guru Claire Mackay is here with some tips on superannuation." (David Koch)
https://youtu.be/fE3Z_5cn8qw
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Who should be in your Self Managed Super Fund? My article in the Australian Financial Review #SMSF
http://www.afr.com/personal-finance/who-to-include-in-your-selfmanaged-super-fund-20180430-h0zg8r
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In the wake of the Royal Commission into Financial Services, we go back to 2009 when Quantum Financial was asked to appear as expert witnesses before a Joint Parliamentary Committee (as recorded in Hansard.
https://www.theindependentfinancialadvisor.com.au/its-time-financial-planning/
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