Accountant Aged Care Allied Health Andrew Bragg Annuity Apps Asic Asset Finance Asset Planning Asset Protection Asset Protection Strategies Assets and Risks Ato Auction Audit Insurance Australian House Market Report Baby Bonus Bas Binding Death Benefit Nominations Binding Financial Agreement Binding Financial Agreements Body Corporate Bonds Borrowing Brexit Budget Budgeting Business Business Support Business Tax Deduction Business Value Capital Gains Tax Capital Gains Tax: Will Capital Protection Catherine Frost Cgt Checklists Commercial Loans Commercial Property Company Tax Concessional Superannuation Contribution Corporate Trustee Cryptocurrency Darren Foster Debt Debtors Deceased Estate Depreciation Dereen Wallace Director Director Id Divorce Economic Update Economy Emily Kermac Employees Estate Planning Executor Fbt Federal Budget Federal Election Finance Finances Financial Advice Financial Plan Franking Credits Government Grants Gst Holiday House Home Office Hybrid Unit Trust Individual Ownership Insolvency Insurance Insurance In Super Interest Rates Investment Investment Loan Investment Loans Investment Property Investments Janet Kohan Jobkeeper Jobmaker Joint Ownership Ken Burk Land Tax Lending Life Insurance Linda Hamilton Loan Repayments Loans Lvr Margin Loans Margin Scheme Market Update Medical Expenses Mortgage Mortgage Broker Mortgage Broking Mygov Negative Gearing Offset Account Overseas Gifts Parental Leave Paris Financial Pat Mannix Payg Variation Pension Practice Valuations Private Wealth Property Property Development Rebecca Mackie Redraw Facility Refinance Renovating Research & Development Retirement Retirement Planning Retirement Savings Salary Sacrifice Scams Self Managed Superannuation Self Managed Superannuation Fund Seminar Shares Small Business Smsf Smsf Borrowing Smsf Property Smsf Self Managed Superannuation Fund Steve Golding Steve Wildes Strategic Business Structuring Structures Subdividing Property Succession Plan Superannuation Superannuation Fund Tanya Hofbauer Tax Tax Benefits for Super Tax Concession Tax Deduction Tax Investment Property Tax Losses Tax Offset Tax Planning Tax Savings Tax-Free Temporary Full Expensing Tenants in Common Tessa Testamentary Trusts Tfe Training Transition to Retirement Trust Trusts Ttr Will Working from Home

Private Wealth

U R the Bank Series

Pat Mannix is launching a new series called U R the bank! Follow each episode to find out how you can be your own bank, develop your own property portfolio, and protect your assets.

... read more

U R the Bank Series
( Posted in: Tax )

How much do I need in retirement?

How much you need to save for a comfortable retirement is a question many of us ask. While we all hope for a simple answer, how much money you need in retirement differs for everyone.

... read more

How much do I need in retirement?

New Opportunities to Grow Your Super from 1 July 2022

Both older and younger Australians, as well as low-income earners, are set to benefit from some upcoming super opportunities.

... read more

New Opportunities to Grow Your Super from 1 July 2022

Can Infrastructure protect from Inflation?

It’s an important question as prices rise around the world fuelled by soaring energy and commodity costs, supply chain constraints and a geopolitical retreat from globalisation.

... read more

 Can Infrastructure protect from Inflation?

Boost your retirement income with salary sacrifice

By contributing into your super, you can reduce the amount of tax you pay while adding to your future retirement income.

... read more

Boost your retirement income with salary sacrifice

The power of investing in yourself

What do you really want out of life? Investing in yourself is an important way to prepare for achieving your personal goals. Here are 5 ways to make sure you’re ready to meet the future as your very best self.

... read more

The power of investing in yourself

Investment bonds – an alternative to super

A number of changes came into effect on 1 July 2017 that limit the amount of money those saving for retirement can put into super. This includes new limits on concessional (or before tax) and non-concessional (or after tax) contributions.

... read more

Investment bonds – an alternative to super

Who’ll inherit your family heirlooms, if not your kids?

If you’re a baby boomer, you may be considering passing down some of your treasured possessions to your children or grandchildren—especially if downsizing your home is on the horizon.  If you’ve already made the assumption that they’ll be willing recipients, you could be in for a surprise.

... read more

Who’ll inherit your family heirlooms, if not your kids?