A family affair: Children, super contributions and SMSFs
by JBS Financial 07 Jun 2021
The potential increase in members from four to six in the self-managed fund has led many to consider whether it is worthwhile to have children as members of the parents’ or ‘family’ SMSF. The options are: should the kids join the fund, have their own, or go elsewhere to an industry or retail fund. Let’s […]
READ MORE10 Strategies to make the most of EOFY 2021
by JBS Financial 24 May 2021
As 30 June approaches, make ensure that you have addressed all your end of year tax planning including making any super contributions and pension payments. To help you get started, here are 10 strategies to make the most of your FY21 tax planning. Claim a deduction of up to $25,000 for personal contributions to super […]
READ MOREby JBS Financial 10:11 am 24 May 2021
Women are entering retirement with significantly less superannuation and personal savings than men – leading to a growing class of women living out their … [ read more ]
by JBS Financial 2:40 pm 12 May 2021
Last night, Treasurer Josh Frydenberg handed down the 2021-2022 Australian Budget, packed with various fiscal stimulus measures designed to help drive … [ read more ]
by JBS Financial 9:39 pm 25 Apr 2021
It’s an uncomfortable truth, knowing that one day we will pass away. No one likes to think about the distress it will cause their loved ones or what … [ read more ]
by JBS Financial 4:24 am 25 Apr 2021
By Jenny Brown – CEO and Founder When we look at Estate Planning, the first thing that pops to mind is our Wills. After all, these legal documents dictate … [ read more ]
by JBS Financial 11:44 pm 24 Apr 2021
It is a question that most of us will not have given much thought to who will receive our super benefits in the event that we pass away? If you have particular … [ read more ]
by JBS Financial 1:25 pm 09 Apr 2021
By Warren Hanna One of the areas that I enjoy the most in providing financial advice, is the coaching aspect of the relationship I have with our clients. … [ read more ]
by JBS Financial 11:33 am 09 Apr 2021
Key points Global recovery is on track – vaccines are working. The end of JobKeeper won’t derail Australia’s recovery. Inflation could become … [ read more ]
by JBS Financial 10:10 pm 28 Mar 2021
By Jenny Brown – CEO and Founder We, frequently get asked why should I put money into super? The age-old “The rules keep changing with super and I … [ read more ]