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The Art and Science of Fund Manager Selection

By Katrina Haskew | 24 May 2025

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.

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Superannuation Advisor in Sydney

FAMILY TRUSTS AND RELATIONSHIP BREAKDOWNS

By Katrina Haskew | 24 May 2025

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…

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SHELTER, SECURITY AND THE AUSTRALIAN DREAM

By Katrina Haskew | 23 May 2025

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…

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Superannuation Financial Advisor

Smart Super Strategies for this EOFY

By Katrina Haskew | 16 May 2025

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.

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Super strategies; Make tax-deductible super contributions

By Katrina Haskew | 13 May 2025

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…

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Super strategies – Splitting your super contributions to your spouse

By Gerard Haskew | 10 May 2025

Splitting super contributions to your spouse’s super account may help to boost their retirement savingsand provide a range of other benefits. How does the strategy work? You may be able to split (transfer) eligible concessional contributions (CCs) that you’ve made…

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