Is your SMSF balanced?

by JBS Financial 07 Jun 2020

The recent sell-off on global sharemarkets due to the economic impact of COVID-19 has highlighted the risks of depending too heavily on a single asset class. Even before the current crisis, the ATO was concerned about a minority of self-managed superannuation funds (SMSFs) with up to 90 per cent of their money in a single […]

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Digital payments and online banking explained

by JBS Financial 07 Jun 2020

Face-to-face encounters have become less frequent in so many areas of our lives – and banking and shopping are no different. So, now’s an ideal time for older Australians to start integrating more digital transactions into their everyday banking. Using these methods for the first time can be intimidating, so we’ve answered some of the […]

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Take stock of how much conveniences are costing you

by JBS Financial 5:58 pm 07 Jun 2020

With weeks, and perhaps months, of self-isolation ahead, many of life’s conveniences like streaming and delivery services will become our essentials. … [ read more ]

Planning, not panic: managing retirement portfolios through the pandemic

by JBS Financial 5:49 pm 07 Jun 2020

Despite the recent wild ride for markets coping with the uncertainty of the coronavirus pandemic, many investors are well-versed in the need to “sit … [ read more ]

Get on top of your finances post COVID-19

by JBS Financial 4:50 pm 25 May 2020

As lockdown restrictions begin to ease Australia-wide, a new normal is emerging for businesses and employees. Here we explore the roadmap out of lockdown … [ read more ]

Future focused: apps and tools to track your finances

by JBS Financial 4:32 pm 25 May 2020

It’s never a bad idea to have a little help managing your money – and when you’ve got monthly mortgage repayments to make, balancing the books is … [ read more ]

Tell-tale signs of a tax scam

by JBS Financial 2:50 pm 25 May 2020

Life’s busier than ever for small business owners. Scammers hope you’re too busy to check what they’re saying so you’ll hand over your personal … [ read more ]

How to reduce spending after a job loss

by JBS Financial 5:37 pm 11 May 2020

How to reduce expenses after a job loss and get back in the driver’s seat of your finances. With many thousands of Australians experiencing job losses … [ read more ]

Light at the end of the coronavirus tunnel – what does it mean for investors?

by JBS Financial 5:20 pm 11 May 2020

Introduction The blanket coverage of coronavirus and its impact on the economy can lead to a lot of confusion. Some reports are hopeful of anti-viral drugs, … [ read more ]

Why you need to keep your identity safe

by JBS Financial 5:07 pm 11 May 2020

Have you received an unexpected email or text asking you to ‘confirm’ personal details by clicking on a link or opening an attachment? It could be … [ read more ]



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