Investing lessons from the pandemic
by JBS Financial 10 Oct 2021
When the coronavirus pandemic hit financial markets in March 2020, almost 40 per cent was wiped off the value of shares in less than a month.i Understandably, many investors hit the panic button and switched to cash or withdrew savings from superannuation. With the benefit of hindsight, some people may be regretting acting in haste. Although […]
READ MOREYour SMSF – wind it up or pass it on?
by JBS Financial 10 Oct 2021
Now that new legislation allows a maximum of six members in an SMSF, some fund trustees may be wondering if this could be an easy way to ensure a smooth transfer of their super to the next generation. The simple answer is yes, but before you start adding your children and their spouses to your fund, it’s […]
READ MOREby JBS Financial 3:55 pm 10 Oct 2021
For many people, there’s much more to choosing investments than focusing exclusively on financial returns. Returns are important, but a growing number … [ read more ]
by JBS Financial 2:57 pm 24 Sep 2021
The number one reason that Self-Managed Super Funds (SMSF) are established is to buy property with money they’ve saved in their super but what does it … [ read more ]
by JBS Financial 10:08 am 24 Sep 2021
For some, checking in with finances is part of a weekly – or even daily – routine. For others, it’s more a case of ‘set and forget’. Whatever … [ read more ]
by JBS Financial 9:29 pm 22 Sep 2021
When you embark on anything new, you are bound to make mistakes. But when those mistakes are in relation to money, they can have big implications. So how … [ read more ]
by JBS Financial 11:57 am 13 Sep 2021
Australian shares are popular investments with self-funded retirees and anyone who depends on income from their investments, due in part to the favourable … [ read more ]
by JBS Financial 1:08 am 10 Sep 2021
At a time of mass media, there is an abundance of stories and ads about the importance of insurance cover. But what happens when you’ve had your … [ read more ]
by JBS Financial 4:41 pm 29 Aug 2021
In the past, wealth was often passed on through inheritance. But with our longer lifespans, and the higher cost of living (especially housing), the desire … [ read more ]
by JBS Financial 4:27 pm 29 Aug 2021
If your business is like ours, the most valuable asset of your business is your people and your clients. Each day, we couldn’t look after our clients … [ read more ]