Category Archives: Australian Financial Review

Nov 21

Why inviting your kids into SMSF is a bad idea

By The Independent Financial Advisor | Australian Financial Review, Financial planning, Self Managed Super Fund, SMSF-admin, SMSF-advanced, SMSF-retirement | No Comments

SMSF Expert Tim Mackay in the Australian Financial Review

With much having been written and speculated about Labor’s proposed reform to stop cash refunds for dividend imputation credits, you are probably asking “what should I do?”. Read More

Nov 19

Tim Mackay’s writes in the Australian Financial Review

By The Independent Financial Advisor | Australian Financial Review, Financial planning, SMSF-admin, SMSF-advanced | No Comments

Tim Mackay writes a monthly column on Self Managed Super Funds in the Smart Investor section of the Australian Financial Review (AFR). Read More

Oct 23

How to simplify your SMSF

By The Independent Financial Advisor | Australian Financial Review, Financial planning, SMSF-admin, SMSF-advanced, SMSF-investing | No Comments

As much as 91.5 per cent of portfolio returns are determined by asset allocation decisions, far less from individual investment selection. You can also view this article on the Australian Financial Review website (paywall$). Read More

Sep 25

How to keep your SMSF alive and kicking

By The Independent Financial Advisor | Australian Financial Review, SMSF-advanced, SMSF-death, SMSF-divorce | No Comments

While you won’t live forever, your self-managed superannuation fund (SMSF) can. You can also view this article on the Australian Financial Review website (paywall$). Read More

Aug 28

When to close your SMSF

By The Independent Financial Advisor | Australian Financial Review, Financial planning, SMSF-advanced, SMSF-closing | No Comments

For every 12 Australians who join a self-managed superannuation fund (SMSF) each year, five leave. You can also view this article on the Australian Financial Review website (paywall$). Read More

Jul 02

SMSF advisors need to lift their game

By The Independent Financial Advisor | Australian Financial Review, Financial planning, SMSF-admin, SMSF-advanced, SMSF-investing | No Comments

Two self-managed superannuation fund (SMSF) reports from the Australian Securities and Investments Commission (ASIC) should be compulsory and sobering reading for everyone in the SMSF industry. Read More

Jun 04

Right reasons to set up an SMSF

By The Independent Financial Advisor | Australian Financial Review, Financial planning, SMSF-admin, SMSF-basics, SMSF-establish | No Comments

SMSF tips: Should you really set up a self-managed superannuation fund? You can also view this article on the Australian Financial Review website (paywall$). Read More

May 01

Who to include in your SMSF

By The Independent Financial Advisor | Australian Financial Review, Financial planning, SMSF-admin, SMSF-basics, SMSF-establish | No Comments

A self-managed superannuation fund (SMSF) can be the perfect vehicle to fund your dream retirement, but who should be members with you? You can also view this article on the Australian Financial Review website (paywall$). Read More

Aug 23

“Tim & Claire Mackay have been tireless in their help explaining complicated financial issues so that non-specialists can appreciate what happened and, hopefully, avoid making the same mistake.”

By Quantum Financial | Australian Financial Review, What others say | No Comments

Duncan Hughes, Australian Financial Review business journalist and Walkley Business Award winner.

Aug 05

“I regularly seek comment from Tim and Claire Mackay for stories about investing and industry trends. I have always found them to be accurate, fair, insightful, prompt and courteous.”