JBFS Blog
Retirees working past the age of 70: what to consider
With increasing life expectancy and shifting financial goals, many Australians are choosing to continue working beyond the age of 70. Whether for financial security, personal fulfilment, or social...
How to claim income tax deductions for work-related expenses and other expenses, and record your deductions.
Instant tax deduction On 13 April, the government announced a $1,000 instant tax deduction, so that taxpayers won’t need receipts to claim a deduction of less than $1,000 for work-related expenses...
Make the most of EOFY: super strategies to discuss with your financial adviser
As the end of the financial year (EOFY) approaches, it’s a timely reminder to check in on your financial health and take advantage of opportunities to strengthen your retirement savings. Whether...
The redundancy checklist
Facing redundancy can be a challenging and emotional experience. It’s important to take a calm and considered approach to ensure you make the best financial decisions for your future. A qualified...
The move to aged care: navigating a stressful and rushed transition
For many Australian families, the decision to move a parent or loved one into aged care often arrives suddenly—prompted by a health crisis, a fall, or the loss of a spouse. It’s a period marked by...
Digital literacy in retirement: embracing tech in the golden years
In today’s fast-paced world, digital literacy has become a vital skill for people of all ages—including retirees. Far from being just “young people’s territory,” technology now plays a significant...
Investing can be a roller coaster: 3 tips for riding the ups and downs
Investing is rarely a smooth ride. Markets rise, fall, and sometimes loop-the-loop, leaving even the most seasoned investors feeling queasy. Just like a roller coaster, the ups can be exhilarating,...
Managing finances and lifestyle activities during retirement
Retirement is a complex period divided into various phases, each with its own set of financial requirements and lifestyle considerations. Understanding how to budget for each stage can help you make...
Federal Budget Summary March 2025
Treasurer aims to “rebuild living standards” Much of the 2025 Federal Budget was already known, after a volley of pre-election spruiking for votes. But Treasurer Jim Chalmers had one surprise up his...
Missing the bounce? Why market patience matters
Market volatility can be unsettling, especially when investment portfolios take sudden dips due to unpredictable economic or geopolitical events. Yet, history consistently shows that volatility is a...
Autumn Newsletter 2025
The hot days of summer are waning and we're heading into cooler Autumn weather. Our newsletter is out now with some articles on ageing, easing into retirement and navigating turbulent times in the...
Market volatility: why time in the market beats timing the market
Share market volatility is a natural and inevitable aspect of investing. While market fluctuations can cause anxiety among investors, attempting to predict short-term market movements, known as...