Australia’s Remarkable Generational Wealth Handover
by JBS Financial 08 Mar 2024
Australia stands at the threshold of an extraordinary event: the “great wealth transfer.” Over the next two to three decades, we’ll witness an unprecedented shift of assets from Baby Boomers to their heirs. A research paper released by the Productivity Commission in late 2021 noted that around $3.5 trillion of assets will likely change hands in […]
READ MOREHow to give your finances a health check
by JBS Financial 08 Mar 2024
How healthy are your finances? Isn’t it time you put your own financial well-being front and centre? With a simple financial health check, you can take control of your financial future quickly and easily. Just like your physical health, it’s worth giving your finances a checkup once in a while. Over time, unhealthy spending habits […]
READ MOREby JBS Financial 4:24 pm 08 Mar 2024
Key takeaways Strategies for fast tracking your retirement savings nest egg, such as debt elimination, additional super contributions and targeted investing. … [ read more ]
by JBS Financial 2:00 pm 23 Feb 2024
In life, we often joke about “Spending the Kids Inheritance” (SKI), but the reality is that our financial legacy extends beyond our own enjoyment. … [ read more ]
by JBS Financial 1:56 pm 23 Feb 2024
Setting up your SMSF is just the beginning. Make sure you’re aware of your obligations as an SMSF trustee and get the most out of your fund with this … [ read more ]
by JBS Financial 1:53 pm 23 Feb 2024
Many people continue, or even start, working once they’ve reached Age Pension age. This may be for social reasons, personal fulfilment or to maintain … [ read more ]
by JBS Financial 5:10 pm 11 Feb 2024
Retirement is a destination we all aim for, but the journey looks different for everyone. How do you ensure you save enough to create the retirement you … [ read more ]
by JBS Financial 4:51 pm 11 Feb 2024
Embarking on retirement brings exciting opportunities but also opens the door to potential financial missteps. Avoiding common pitfalls is essential for … [ read more ]
by JBS Financial 9:30 am 09 Feb 2024
Your super balance will most likely play a big part in how comfortably you live in retirement. But depending on how far off retirement is for you, it might … [ read more ]
by JBS Financial 10:11 pm 28 Jan 2024
When clients come to see us, one of their primary concerns is ensuring that the money they have worked hard to accumulate will continue to grow and sustain … [ read more ]
