Tim Mackay's Australian Financial Review articles ⋆ Independent Financial Advisor Tim Mackay

Jun 30

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Super traps and opportunities for the new financial year

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

Key point: You should plan around any key birthdays in fiscal year 2021 to make the most of superannuation contribution windows. Read More

Sep 25

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Tim Mackay contributing opinion writer Financial Review

Dual SMSF investment strategy that ticks all boxes

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

Key point: Your DIY fund’s approach to diversification needs to act a benchmark for your auditor as well as offer you flexibility with the best direction for members. Read More

Jul 31

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Smart self-managed superannuation fund estate planning ensures your wealth is passed to your loved ones in the most tax-effective manner

How to pass on your SMSF wealth effectively

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

Key point: Smart self-managed superannuation fund estate planning ensures your wealth is passed to your loved ones in the most tax-effective manner.
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Jul 03

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Time for a portfolio fine-tune

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

Great investing ideas and portfolio management are different skills. Both are important but the latter goes well beyond making good individual investment decisions. If your current asset allocation is not in line with your target asset allocation, take action.
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Jun 06

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Why politicians need to understand the true nature of SMSFs

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

Digging behind ATO statistics shows mum and dad trustees are more likely to have less than $350,000 each in super, rather than boasting of harbourside mansions. Read More

May 06

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Industry funds’ DIY options could help you keep franking credits

By The Independent Financial Advisor | Australian Financial Review, Financial planning, Investing Insights, Jet setting retirees, Responsible for managing family wealth, Self Managed Super Fund, SMSF-investing | No Comments

Key point: Own shares through an SMSF and concerned about losing revenue on them? There’s a way to continue owning them without losing out. Read More

Apr 09

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Complexity helps justify fees

By The Independent Financial Advisor | Australian Financial Review, Financial planning, Investing Insights, Jet setting retiree, Managing family wealth, Self Managed Super Fund, SMSF-basics | No Comments

Like the Wizard of Oz, as long as financial players can can hide behind complexity, consumers can believe financial gurus have the secrets. Read More

Mar 10

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Top 100 SMSFs control $8 billion

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

The Australian Taxation Office has a self managed super fund top 100. Among its greatest hits are the 100 SMSFs with the largest asset balances. Read More

Feb 10

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Banking royal commission: what SMSF investors need to know

By The Independent Financial Advisor | Australian Financial Review, Financial planning, Investing Insights, Self Managed Super Fund, SMSF-basics, SMSF-investing | No Comments

While DIY super funds were not an area of concern, it will mean more transparency when dealing with financial advisers. Read More

Jan 15

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An SMSF action plan for 2019 to keep your fund running smoothly

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

Now is a great time to start planning how to get your self-managed super fund off to a cracking start. Mark these important tasks in your diary now. Read More

Nov 19

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SMSF Expert Tim Mackay in the Australian Financial Review

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

While family members in accumulation mode could help soften the impact of Labor’s franking credit plan, don’t make it your first option. Read More

Oct 23

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How to simplify your SMSF

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

When you take control of your family’s financial future, cut through complexity to meet your retirement goals. Read More

Sep 25

1

How to keep your SMSF alive and kicking

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

The key is to find trusted advisers and start mentoring younger members of the family. Read More

Aug 28

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When to close your SMSF

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

In the right circumstances, there are good reasons to exit your SMSF and the vast majority of existing SMSFs will be closed at some stage. Read More

Jul 02

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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

Why the two SMSF reports from ASIC should be required reading for anyone in the DIY super industry. Read More

Super traps and opportunities for the new financial year

Dual SMSF investment strategy that ticks all boxes

How to pass on your SMSF wealth effectively

Time for a portfolio fine-tune

Why politicians need to understand the true nature of SMSFs

Industry funds’ DIY options could help you keep franking credits

Complexity helps justify fees

Top 100 SMSFs control $8 billion

Banking royal commission: what SMSF investors need to know

An SMSF action plan for 2019 to keep your fund running smoothly

Why inviting your kids into SMSF is a bad idea

How to simplify your SMSF

How to keep your SMSF alive and kicking

When to close your SMSF

SMSF advisors need to lift their game

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