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.
Pat Mannix
Partner
Pat Mannix champions small business people. Owning and running his own financial services firm for over 20 years, Pat is an expert in small business tax, property investors and high net worth families via trust structures and SMSF's.Other News
All the latest from our small business tax specialists.
SMSF
SMSF trustees in Australia must comply with the sole purpose test and arm’s length rules. Understand related party risks, ATO expectations and potential tax consequences.
Small BusinessTax
The ATO has clarified that limited home-based business use does not automatically qualify a property for small business CGT concessions. Understanding how the active asset test interacts with the main residence exemption is critical when selling your home in Australia.
Strategic Financial Advice
What will happen to property prices in 2026? Explore forecasts, interest rate risks, affordability pressures and which markets may outperform.
Strategic Financial Advice
Learn how to invest in shares in Australia, including direct shares, ETFs, managed funds, risk management and tax considerations.
Strategic Financial Advice
Accessing super for mortgage stress may be possible under compassionate grounds or severe financial hardship. Learn the rules, limits and tax impacts.
Strategic Financial Advice
Thinking about using super to invest in property? Learn how SMSF property investment works, including LRBA borrowing rules, compliance risks and suitability considerations.
