Will I pay Capital Gains Tax on my Inheritance?
by JBS Financial 15 Mar 2020
In Australia, special capital gains tax rules apply when dealing with assets of a deceased estate. The most common types of assets inherited by a beneficiary that could be subject to a capital gain are property, shares and managed funds. You may have just received (or are about to receive) an inheritance. While this article […]
READ MOREYour money makeover guide for 2020: Part 1
by JBS Financial 02 Mar 2020
Taking action on your money to be financially-free can help you fulfil your needs while enjoying a less stressful life. These financial principles can be applied by different people at different stages of life. You could be a small business owner looking to extract more freedom and value from your business, or a pre-retiree starting […]
READ MOREby JBS Financial 2:11 pm 02 Mar 2020
In the wake of recent ferocious bushfires, the climate change debate has climbed the news agenda, with many Australians now considering what they can do … [ read more ]
by JBS Financial 1:07 pm 02 Mar 2020
It may not be something you think about much. It may even make you uncomfortable to examine the way you manage money and think about whether you’d be … [ read more ]
by JBS Financial 12:40 pm 02 Mar 2020
Investors have faced a low-growth environment with low yield for some time now and this does not appear to be changing anytime soon. Global economic activity … [ read more ]
by JBS Financial 2:43 pm 16 Feb 2020
In Australia, people are living longer and interest rates are lower than ever. While the first is good news, the second carries risks if you’re looking … [ read more ]
by JBS Financial 2:14 pm 16 Feb 2020
Everyone who’s approaching retirement wants to know how much money they need to save – how much is enough to leave work confidently and then live … [ read more ]
by JBS Financial 1:59 pm 16 Feb 2020
When considering the financial position they’ve achieved in retirement, many Australian retirees share the same opinion: “I wish I’d saved more.” … [ read more ]
by JBS Financial 1:51 pm 16 Feb 2020
Super law sets out some requirements that trustees of regulated super funds need to consider when formulating an investment strategy. These requirements … [ read more ]
by JBS Financial 7:55 pm 03 Feb 2020
Retirees now face a bold truth: investing in traditional safe haven assets do not provide the returns they once did. So, where to from here? The first … [ read more ]