Choosing the Right Investment Structure: The First Step in Investing

by JBS Financial 19 May 2023

When it comes to investing our hard-earned money, there are numerous options to consider. From shares to term deposits, investment properties to superannuation, deciding where to put our money can be difficult. However, before making any investment decisions, we should consider who owns the investment. In other words, what ownership structure should we use? Fortunately, […]

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Expanding SMSFs for the expanding family?

by JBS Financial 12 May 2023

Recommended by the Cooper Super System review in 2010, put forward in the Federal Budget four years ago by then Treasurer Scott Morrison and finally passed on 17 June 2021, the maximum amount of members allowed in a Self Managed Super Fund (SMSF) has expanded from four to six. Despite the previous maximum of four […]

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Maximising Your Retirement: The Importance of Getting Money into Super

by JBS Financial 1:05 pm 01 May 2023

Many people are sceptical about putting their money into superannuation, and one of the most common reasons is the fear of not being able to access it … [ read more ]

Lending money to the kids

by JBS Financial 12:55 pm 01 May 2023

Buying a home has always been a significant milestone for many individuals, but with interest rates and inflation on the rise, first-home buyers are under … [ read more ]

Understanding different investment styles

by JBS Financial 12:31 pm 01 May 2023

When it comes to investing, there’s no one size fits all strategy that can assure success but there are some different investment styles that could help … [ read more ]

Say goodbye to tax troubles

by JBS Financial 10:33 am 01 May 2023

Do you find yourself drowning in random receipts when EOFY comes around? Learn to lodge your tax return the easy way with these last-minute and longer-term … [ read more ]

What is portfolio rebalancing?

by JBS Financial 9:16 pm 16 Apr 2023

Just like your car needs a periodic service to stay in tune, here’s why you should rebalance your portfolio from time to time. A portfolio’s asset … [ read more ]

Avoid the superannuation death tax

by JBS Financial 9:02 pm 16 Apr 2023

While there has not officially been any death duties in Australia for decades, they definitely still exist, albeit under another name – superannuation … [ read more ]

Buying an investment property

by JBS Financial 8:51 pm 16 Apr 2023

Is an investment property the right choice for you in retirement? What you need to know about buying an investment property Buying a rental property is … [ read more ]

Unlocking Success: The Power of Focus and Context in Retirement Planning

by JBS Financial 6:09 pm 03 Apr 2023

As a financial adviser and CEO of JBS Financial, I have seen many people approaching retirement without a clear financial plan. To achieve lifestyle and … [ read more ]



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