August 7, 2019
Investing Insights: Flying above the danger zone
Below is our latest correspondence to clients. When there are big moves in markets,we communicate…
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May 16, 2019
Great wall of debt & China finding its place in the world
Have you wondered why Huawei is always in the news? Wonder no more. We also…
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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…
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April 9, 2019
Complexity helps justify fees
Like the Wizard of Oz, as long as financial players can can hide behind complexity,…
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March 10, 2019
Top 100 SMSFs control $8 billion
The Australian Taxation Office has a self managed super fund top 100. Among its greatest…
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February 10, 2019
Banking royal commission: what SMSF investors need to know
While DIY super funds were not an area of concern, it will mean more transparency…
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January 15, 2019
An SMSF action plan for 2019 to keep your fund running smoothly
Now is a great time to start planning how to get your self-managed super fund…
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February 22, 2018
Passive investing sucks
Try this: Type ‘Danger of passive investing’ into Google. Then type ‘Danger of passive smoking’ into…
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February 6, 2018
Our advice to clients right now
If you're worried about recent market volatility, read on. (more…)
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February 5, 2018
What’s in a name? [Vodcast Ep5]
Our fifth vodcast episode comes from Bill Mackay, the founder of Quantum Financial. (more…)
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Our recent tweets
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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
