Posts by Katrina Haskew
REBUILDING THE AUSTRALIAN DREAM
PRACTICAL AND PHILOSOPHICAL STRATEGIES FOR HOUSING AFFORDABILITY AND FINANCIAL STABILITY Introduction: The Australian Housing Crisis in Context Australia’s housing crisis is not just a headline—it is a lived reality for millions. The ‘Australian Dream’ of home ownership, once a cornerstone of the nation’s identity, is now slipping out of reach for an increasing number of…
Read MoreSteady Income, Stronger Portfolios
A balanced approach to dividend investing and financial resilience Introduction: The Australian Dividend Advantage in Uncertain Times In a world where economic uncertainty often dominates headlines, the Australian share market offers a haven for income-focused investors. For decades, Australia has led the world in dividend yields, providing shareholders not only with robust returns but also…
Read MoreWealth, Wisdom, and Wellbeing: How End-of-Year Super Planning Can Secure Your Future
As the end of the financial year approaches, Australians are presented with a unique opportunity to take stock of their financial health and make decisions that can shape their future. Superannuation, the cornerstone of retirement planning in Australia, is at the heart of this process. The period leading up to June 30 is not just…
Read MoreHow to Save Money: Practical Tips for Building Financial Security
Discover how to start saving and build lasting financial stability with helpful tips to save money. Learn practical saving money tips Australia families can use to achieve building financial security and peace of mind.
Read MoreHow to Make a Budget: A Step-by-Step Guide by Financial Experts
Introduction Learning how to make a budget is an essential skill for managing your finances well. A budget helps you control your spending, save money, and reach financial goals. Many Australians struggle with money management, often unsure of where to start or how to create a personal budget that works for them. This is where…
Read MoreInheritance: What to do?
I’ve recently inherited some money. What are the first steps I should take to make smart decisions with it? Inheriting money can be both an emotional and financial turning point, and it’s wise to approach the next steps carefully. Rather than making quick decisions, the first thing to do is assess your overall financial position.…
Read MoreDefined Benefit Super Fund
I’m getting close to retirement and have a defined benefit superannuation fund. How do I know if I’m making the most of it? Defined benefit (DB) superannuation funds can be valuable, but they also work very differently from standard accumulation-style funds. Your final benefit is generally based on a formula that could involve your years…
Read MoreSpouse Contributions: Looking for ways to boost your super?
My spouse and I are looking at ways to boost our super. How do spouse contributions and the associated tax offset work? Spouse contributions can be a great way to build your partner’s superannuation and potentially benefit from a tax offset. If your spouse earns less than $37,000 a year, you may be eligible for…
Read MoreThe Art and Science of Fund Manager Selection
Selecting the right fund manager is both an art and a science. This expert guide from Leading Advice explores how Australian investors can balance analysis, philosophy, and trust to build resilient portfolios and achieve long-term financial success.
Read MoreFAMILY TRUSTS AND RELATIONSHIP BREAKDOWNS
NAVIGATING ASSET PROTECTION, LEAGAL REALITIES AND RESILIENT WEALTH MANAGEMENT Introduction: The Rise of Family Trusts and the Challenge of Relationship Breakdowns Family trusts have become a cornerstone of wealth management in Australia, valued for their flexibility, tax efficiency, and capacity to facilitate intergenerational wealth transfer. As families grow more financially sophisticated, advisers are increasingly turning…
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