Posts by Katrina Haskew
How to Stay Organised Financially (And Why It Matters More Than You Think)
Staying organised financially is one of the most effective ways to improve your long-term outcomes. However, it is often overlooked. Many people focus on investment performance or market movements. In reality, without a clear structure, even good investments can become inefficient. The good news is, financial organisation does not need to be complicated. In most…
Read MoreFuel Prices Australia: Why They’re Rising and What It Means for Your Finances
Fuel prices Australia have become a major concern for households, with petrol costs reaching record highs and putting pressure on everyday budgets. If you filled up your car in late March, you would have felt it immediately – fuel prices surged to record levels, with regular unleaded reaching around $2.52 per litre across Australia. While…
Read MoreEOFY Tax Planning: Strategies Beyond Super
When people think about end of financial year (EOFY) planning, superannuation usually gets all the attention – and for good reason. But focusing only on super can mean missing valuable opportunities. There are a number of practical, non-super strategies you can implement before 30 June that may: The key theme? Timing matters. Why EOFY Planning…
Read MoreBest Time for Tax Planning: Why You Should Start in April
When it comes to tax planning, most people leave it too late. June tends to bring a last-minute rush of decisions, super contributions, deductions, and paperwork, often without enough time to properly plan or maximise outcomes. But the most effective tax planning doesn’t happen in June. It happens in April. Why April is the Sweet…
Read MoreEOFY: 7 Common Mistakes That Could Cost You Money
As 30 June approaches, many Australians rush to finalise their finances. While this can create opportunities, it also increases the risk of making poor decisions. Understanding the most EOFY common mistakes can help you avoid costly errors and make more informed financial choices. Here are 7 common EOFY mistakes – and how to avoid them.…
Read MorePreparing for EOFY: Financial Planning Tips Before June 30th
As the end of the financial year approaches in Australia, many people begin thinking about tax returns and financial planning. However, effective EOFY planning often happens before the 30th June rather than after it. By reviewing your financial position ahead of the deadline, you may be able to identify opportunities to improve your tax position…
Read MoreFinancial Protection and Peace of Mind: Why Protecting Your Income Matters
When people think about financial planning, they often focus on growing their wealth through investments, property, or superannuation. While building wealth is important, protecting the financial foundation that supports those goals is equally critical. Financial protection planning focuses on safeguarding your income, your lifestyle, and your family’s financial security if unexpected events occur. Without appropriate…
Read MoreHow to Grow Your Super: Superannuation Strategies For Australians
Superannuation plays a central role in retirement planning for Australians. Over the course of your working life, the contributions made to your super fund, combined with long-term investment growth, can build a significant source of retirement income. While most people receive employer superannuation contributions, many are unaware that there are additional strategies that may help…
Read MoreTaming the Australian Share market: How Equal Weights, Factors and Structure Can Help Everyday Investors
For many Australian investors, broad index funds and familiar blue‑chip shares are the backbone of their portfolios. It’s easy to see why—these options are low‑cost, simple to understand and offer quick exposure to a wide range of local companies. But the Australian sharemarket has some unique quirks. Many investors don’t realise just how much of…
Read MoreBuilding Resilient Portfolios in a Changing Currency Landscape
The US dollar has long been the anchor of the global financial system the currency many Australians grew up believing was the safest place to turn when markets turned turbulent. But recent events and longer-term economic trends suggest that its status as the world’s unquestioned safe haven is shifting. This newsletter doesn’t tell you what…
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