Ways to expand SMSF investment horizons
by JBS Financial 17 Feb 2023
The mix of right investments for an SMSF will depend on personal factors, including SMSF members’ age, lifestyle, attitude to risk and personal goals. And it’s not a case of set and forget – SMSF trustees’ approach to SMSF investing may need to change over time as retirement approaches and priorities change. Why is diversification […]
READ MOREAre you on track with your finances?
by JBS Financial 06 Feb 2023
When it comes to life stages, we’re all different. Some of us are all set up with a mortgage, a steady career and possibly even kids in our mid-20s, while others are footloose and fancy-free well into our 30s. Some of us are fortunate enough to have a bit of spare cash to put into […]
READ MOREby JBS Financial 5:55 pm 06 Feb 2023
Getting more money into superannuation is a proven way of building wealth to spend in retirement. Ongoing contributions from your employer over the course … [ read more ]
by JBS Financial 5:05 pm 06 Feb 2023
Volatility is part and parcel of investing so it’s important to put it into perspective and look at the full picture when thinking about your wealth, … [ read more ]
by JBS Financial 4:42 pm 23 Jan 2023
The lure of greater control over your retirement savings with a self-managed super fund may be enticing but the freedom to chart your own destiny also … [ read more ]
by JBS Financial 4:34 pm 23 Jan 2023
At the end of the day, we are accountable to ourselves – our success is a result of what we do – Catherine Pulsifer It can be both empowering … [ read more ]
by JBS Financial 1:59 pm 23 Jan 2023
Key points 2022 was dominated by high inflation, rising interest rates, war in Ukraine and recession fears. This hit bonds and shares hard, driving losses … [ read more ]
by JBS Financial 6:15 pm 12 Dec 2022
Christmas is a wonderful time of year in Australia, filled with summer foods, decorations and gift-giving. Here are a few ideas to help you stretch your … [ read more ]
by JBS Financial 6:19 pm 04 Dec 2022
Despite much talk of rising interest rates and possible recession, here are a few reasons to stay the course and stick to your long-term investment strategy. … [ read more ]
by JBS Financial 5:57 pm 04 Dec 2022
If you’ve ever hosted a visitor from overseas during the festive season, you may have seen them a little bemused by the way we celebrate. It’s quite … [ read more ]