Posts by Katrina Haskew
How 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…
Read MoreSHELTER, SECURITY AND THE AUSTRALIAN DREAM
UNPACKING THE HOUSING CRISIS AND PATHS TO RESILIENCE Introduction: The Australian Dream in Crisis For generations, the “Australian Dream” has been synonymous with home ownership-a symbol of stability, personal achievement, and intergenerational security. Yet, in 2025, this dream is under threat as Australia faces a housing crisis of unprecedented scale and complexity. The sharp decline…
Read MoreSmart Super Strategies for this EOFY
Make the most of this EOFY with smart super strategies from Leading Advice Sydney. Learn how to boost your retirement savings, claim deductions, and reduce tax before June 30.
Read MoreSuper strategies; Make tax-deductible super contributions
By making a personal tax deduction super contribution, you may be able to pay less tax and invest more in super. How does the strategy work? If you make a personal super contribution, you may be able to claim the contribution as a tax deduction and reduce your taxable income. The contribution will generally be…
Read MoreWomen and Trauma Insurance: Ensuring Financial Support Amidst Health Challenges
Navigating the complexities of health challenges can be overwhelming, but having a safety net like trauma insurance can make a world of difference. As claims for women’s breast cancer continue to rise, understanding the importance of trauma insurance becomes essential. This coverage provides crucial financial support, ensuring that those affected can focus on recovery without…
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