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Independent Financial Advisor Tim Mackay
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The Independent Financial Advisor 0
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Super traps and opportunities for the new financial year
Australian Financial ReviewFinancial planningSelf Managed Super FundSMSF-admin
June 30, 2020

Super traps and opportunities for the new financial year

Key point: You should plan around any key birthdays in fiscal year 2021 to make…
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The Independent Financial Advisor 0
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Tim Mackay contributing opinion writer Financial Review
Australian Financial ReviewFinancial planningSelf Managed Super FundSMSF-admin
September 25, 2019

Dual SMSF investment strategy that ticks all boxes

Key point: Your DIY fund's approach to diversification needs to act a benchmark for your…
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The Independent Financial Advisor 0
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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
Australian Financial ReviewFinancial planningSelf Managed Super FundSMSF-admin
July 31, 2019

How to pass on your SMSF wealth effectively

Key point: Smart self-managed superannuation fund estate planning ensures your wealth is passed to your…
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The Independent Financial Advisor 0
0
Time for a portfolio fine-tune
Australian Financial ReviewFinancial planningSelf Managed Super FundSMSF-admin
July 3, 2019

Time for a portfolio fine-tune

Great investing ideas and portfolio management are different skills. Both are important but the latter…
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The Independent Financial Advisor 0
0
Tim Mackay contributing opinion writer Financial Review
Australian Financial ReviewFinancial planningSelf Managed Super FundSMSF-admin
June 6, 2019

Why politicians need to understand the true nature of SMSFs

Digging behind ATO statistics shows mum and dad trustees are more likely to have less…
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The Independent Financial Advisor 0
0
Tim Mackay contributing opinion writer Financial Review
Australian Financial ReviewFinancial planningInvesting InsightsJet setting retireesResponsible for managing family wealthSelf Managed Super FundSMSF-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…
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The Independent Financial Advisor 0
0
Tim Mackay contributing opinion writer Financial Review
Australian Financial ReviewFinancial planningInvesting InsightsJet setting retireeManaging family wealthSelf Managed Super FundSMSF-basics
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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The Independent Financial Advisor 0
0
Tim Mackay contributing opinion writer Financial Review
Australian Financial ReviewFinancial planningInvesting InsightsSelf Managed Super FundSMSF-advanced
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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The Independent Financial Advisor 0
0
Tim Mackay contributing opinion writer Financial Review
Australian Financial ReviewFinancial planningInvesting InsightsSelf Managed Super FundSMSF-basicsSMSF-investing
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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  • Top 10 financial planner
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  • Call 02 8084 0453

© 2019 Tim Mackay. The Independent Financial Advisor Sydney

  • About Tim
    • What Tim believes
    • Tim’s experience
    • What others say
    • Award winning advice
    • Importance of Independence
    • Linkedin
    • Quantum Financial
    • Claire Mackay
  • My blog
  • How I help you
    • Who Tim helps
    • Client stories
    • Testimonials
    • Investing Insights
    • Questions my clients ask
    • Budget 2016 super changes
    • Independent advice through major life events
    • Enjoy our finance trivia
  • Everything else
    • FAQs
    • Media
      • Insights from Australian Institute of Company Directors National Conference
    • Contact
  • Top 10 financial planner
  • Self Managed Super Fund expert
  • Independent financial advice
  • Call 02 8084 0453