Maximising Your 2024 Tax Return Through Smart Super Contributions

by JBS Financial 13 Aug 2023

We all want to make the most of our tax return each year. Did you know, other than claiming the usual work related expenses, certain super contributions may also be tax deductible? If you’re looking at what deductions you might be able to claim this tax time, the good news is you may be able […]

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Juggling Finances: Keeping It Real with Balanced Priorities

by JBS Financial 13 Aug 2023

By Jenny Brown All right, let’s talk about the money game – you know, that constant juggle between “I want it now” and “I gotta be prepared for later.” Yup, we’re diving into the art of balancing your financial priorities, and trust me, it’s like nailing a circus act – challenging but totally doable. First […]

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Age pension changes: what they mean for your retirement

by JBS Financial 6:16 pm 13 Aug 2023

Changes to the age pension came into effect on 1 July 2023. Here’s what changed and how it could affect Australians entering retirement. A couple of … [ read more ]

5 tips for a stress-free conversation about your will

by JBS Financial 11:34 am 31 Jul 2023

No one likes unpleasant surprises. Talking about your Will with your family can be stressful, but it can also help to avoid a worse situation when you … [ read more ]

Staycations: The Perfect Alternative to European Holidays!

by JBS Financial 11:22 am 31 Jul 2023

Dreaming of a European holiday but worried about the cost? Don’t fret! The staycation is here to save the day. Whether it’s due to budget constraints … [ read more ]

15 common sense tips to help manage your finances

by JBS Financial 10:42 am 31 Jul 2023

Shop around We often shop around to get the best deal when it comes to consumer items but the same should always apply to services we get. It’s a highly … [ read more ]

Choosing a life insurance beneficiary

by JBS Financial 2:41 pm 17 Jul 2023

People take out life insurance to protect the people closest to them. If you are diagnosed with a terminal illness or unexpectedly pass away, life insurance … [ read more ]

Three behavioural factors that can affect retirement spending

by JBS Financial 2:30 pm 17 Jul 2023

Most Australian work hard to build up their nest egg but many are hesitant to spend it when they retire. You’ve worked hard to build your retirement … [ read more ]

The importance of SMSF succession planning

by JBS Financial 2:16 pm 17 Jul 2023

Preparing for loss of capacity or death is vital for SMSF members. It’s important to ensure your trust deed is watertight. There are more than 600,000 … [ read more ]

What are the steps to investing?

by JBS Financial 4:37 pm 03 Jul 2023

Want to invest but don’t know where to start? Here are five basic steps for investing. Define your goals Taking the first step on your investment journey … [ read more ]



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