Federal Budget Archives ⋆ The Independent Financial Advisor

The Independent Financial Advisor 0

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Federal Budget Financial planning Investing Insights

May 10, 2017

Minimal changes to super a relief

The news that were minimal changes to the superannuation rules in the 2017/18 Federal Budget…

The Independent Financial Advisor 0

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Federal Budget Financial planning Investing Insights

May 9, 2017

Key Budget 2017 changes impacting you

Ok we'll be honest up front - compared to previous years Budget 2017 just wasn't…

The Independent Financial Advisor 0

1

Federal Budget Financial planning Investing Insights

May 9, 2017

Budget 2017 live tweeted

Below is our live tweet feed of Treasurer Morrison's 2017/18 Federal Budget night speech. (more…)

The Independent Financial Advisor 0

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Federal Budget Financial planning for doctors Investing Insights Retirement planning Self Managed Super Fund

September 15, 2016

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…

Quantum Financial 0

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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…)

Quantum Financial 0

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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…

Quantum Financial 0

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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 Fund Transition to retirement

June 17, 2016

Advice for our pre-retiree clients

We summarise the key issues for our clients in their mid 50s to mid 60s…

Quantum Financial 0

2

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 Fund

June 17, 2016

Advice for our turbo charger clients

We summarise the key issues for our clients in their mid 40s to mid 50s…

Quantum Financial 0

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Federal Budget Financial planning Independent financial advisor Investing Insights Jet setting retiree Managing family wealth Retirement planning Self Managed Super Fund

June 16, 2016

Uncertainty around the super changes

Here we outline the 4 key uncertainties around the super changes proposed by the Government. …

The Independent Financial Advisor 0

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Business Insider Federal Budget Financial planning

May 15, 2016

Here’s how much money is at stake in the super changes

A recent article in Business Insider shared Quantum Financial's detailed research into the superannuation changes…

Federal Budget

Minimal changes to super a relief

Key Budget 2017 changes impacting you

Budget 2017 live tweeted

New new Super reforms – what do you need to know?

Client update on the election, markets and your super

Advice for our jet setting retiree clients

Advice for our pre-retiree clients

Advice for our turbo charger clients

Uncertainty around the super changes

Here’s how much money is at stake in the super changes

Our recent tweets

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