Going solo in retirement

by JBS Financial 23 Apr 2022

While divorce rates have fallen in Australia in recent years, there is one age group where it’s becoming more common. In the two decades to 2017, the divorce rate for men aged 55-59 more than doubled. For women in the same age group it has tripled. We explore the pros and cons for your lifestyle […]

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Sharing super a win-win for couples

by JBS Financial 11 Apr 2022

Australia’s superannuation system is based on individual accounts, with men and women treated equally. But that’s where equality ends. It’s a simple fact that women generally retire with much less super than men. The latest figures show women aged 60-64 have an average super balance of $289,179, almost 25 per cent less than men the […]

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Family trusts under ATO scrutiny

by JBS Financial 4:21 pm 11 Apr 2022

Family trusts have stood the test of time as a means of protecting family and business wealth, and managing the distribution of trust income in a tax-effective … [ read more ]

2022 Budget Summary

by JBS Financial 1:25 pm 30 Mar 2022

Last night, Treasurer Josh Frydenberg handed down the 2022-2023 Australian Budget, it demonstrated the fiscal dividend of a strong economy, with more Australians … [ read more ]

Avoid the rush: Get ready for June 30

by JBS Financial 2:48 pm 14 Mar 2022

It seems like June 30 rolls around quicker every year, so why wait until the last minute to get your finances in order? With all the disruption and special … [ read more ]

Granny flat arrangements within the context of the gifting rules

by JBS Financial 3:44 pm 13 Mar 2022

Retirees wanting to downsize their home may consider the option of living in a granny flat, or an extension to / spare room of a relative or friend’s … [ read more ]

Protect your identity

by JBS Financial 3:29 pm 13 Mar 2022

If your personal information falls into the wrong hands, it can be used to steal your identity. If you think your identity has been stolen, report it to … [ read more ]

Investing in your health pays off

by JBS Financial 1:14 pm 28 Feb 2022

Investing the time, effort and necessary expenses to maintain peak mental and physical health are one of the most significant investments you will ever … [ read more ]

Super Changes from 1 July 2022 are now legislated

by JBS Financial 4:36 pm 27 Feb 2022

Some great news, a number of the proposed super changes from last year’s budget has been passed by parliament and are now legislated. These measures … [ read more ]

Tree change or sea change on the horizon?

by JBS Financial 5:52 pm 14 Feb 2022

Australians are leaving capital cities in droves in a phenomenon being referred to as ‘The Great Relocation’. However, there’s a lot to consider … [ read more ]



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