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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.

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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.

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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.

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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.

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 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.

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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.

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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.

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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.

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