Jet setting retirees Archives ⋆ Independent Financial Advisor Tim Mackay

The Independent Financial Advisor 0

0

Tim Mackay contributing opinion writer Financial Review

Australian Financial Review Financial planning Investing Insights Jet setting retirees Responsible for managing family wealth Self Managed Super Fund SMSF-investing

May 6, 2019

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…

Read More

Quantum Financial 0

2

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 Fund Women

July 5, 2016

Client update on Brexit

We provide our updated research and analysis for clients post the UK Brexit vote. (more…)

Read More

Quantum Financial 0

2

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 Fund Women

July 5, 2016

Client update on the election, markets and your super

We provide our updated research and analysis for clients post the 2016 Australian election. (more…)

Read More

Quantum Financial 0

2

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 Fund

June 17, 2016

Advice for our jet setting retiree clients

We summarise the key issues for our jet-setting retiree clients following the material super changes…

Read More

Quantum Financial 0

2

Business owner exiting their business Company head or division director Established in private practice Financial planning Financial planning for doctors Investing Insights Jet setting retiree Jet setting retirees Managing family wealth Responsible for managing family wealth Self Managed Super Fund Women

June 6, 2016

Changing gears in Europe

Our recommendation – Changing gear in Europe. This is our revised Investing Insights advice for…

Read More

Our recent tweets

So who is excited by #Budget2021 #YeahBaby https://t.co/thPcgdFccY

3 years ago
I'm just gonna keep this on my desk for the next few months to see how well this heading & attitude ages. https://t.co/Vv2YyaaIxn

4 years ago
Does he understand what self-isolation means? https://t.co/1P450zxu9p

4 years ago