The problem with dying….
by JBS Financial 07 Jul 2019
No one likes to think about that point where they’ll eventually kick the bucket but it is a definite so you might want to plan a little for it. And while most of us think that assets like superannuation would just go to our partner, this might not be the case if you don’t have […]
READ MORE5 Unexpected facts about retirement we don’t often think about
by JBS Financial 23 Jun 2019
For the majority of us leaving our office desks forever is something we can only imagine about as it’s so far away. For the luckier ones that are much closer to retirement this can be a time of excitement and relaxation. Spending our days at the golf course or with our community groups, families, friends […]
READ MOREby JBS Financial 1:28 pm 07 Jun 2019
In February this year, the Government passed legislation which prevents some Superannuation funds providing insurance to members with inactive superannuation … [ read more ]
by JBS Financial 9:42 am 27 May 2019
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 … [ read more ]
by JBS Financial 3:00 pm 29 Apr 2019
As members of the Self Managed Superannuation Fund Association (SMSFA) we often receive articles that provide interesting reading, the following is a summary … [ read more ]
by JBS Financial 6:04 pm 15 Apr 2019
Yes we hear all the time that the rules keep changing with super and why should I trust the government of the day and those of the future not to change … [ read more ]
by JBS Financial 5:56 pm 03 Apr 2019
On Tuesday the 2nd of April the Treasurer, Josh Frydenberg, handed down his first budget. This article outlines the proposals contained in last night’s … [ read more ]
by JBS Financial 2:45 pm 28 Mar 2019
There may be certain circumstances whereby you need to change the trustee of your SMSF and winding up the SMSF may be a costly exercise and best to keep … [ read more ]
by JBS Financial 3:57 pm 13 Mar 2019
From 1 July 2017, superannuation fund members are subject to a $1.6 million transfer balance cap (TBC) which limits the tax exemption for assets funding … [ read more ]
by JBS Financial 11:06 am 26 Feb 2019
For the majority of us, leaving our office desks forever is something we can only imagine about as it’s so far away. For the luckier ones that are much … [ read more ]