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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.
Strategic Financial Advice
What happens to the family home when someone enters residential aged care? Discover how selling, renting or retaining the property can affect aged care costs, Age Pension entitlements and capital gains tax, and why specialist financial advice can help families make informed decisions.
Strategic Financial Advice
Understanding the aged care means assessment can help retirees and their families plan for residential aged care costs. Learn how low means status is determined, what income and assets are assessed, which fees may apply and how Government assistance can help with accommodation costs.
Strategic Financial Advice
The Commonwealth Home Support Program has been extended to 30 June 2029. Find out what the extension means for existing CHSP clients, families researching aged care and the future of entry-level support at home.
Strategic Financial Advice
Inflation can quietly erode the purchasing power of your savings over time. Learn how diversification, growth assets and a balanced investment strategy may help protect your wealth from rising prices.
Strategic Financial Advice
Your super statement provides an annual snapshot of your retirement savings. Learn what to look for, from fees and investment returns to contributions, insurance, beneficiaries and multiple super accounts.
Strategic Financial Advice
Investing for income can provide regular returns while helping manage the risks of market downturns. Explore cash, fixed interest, shares, property trusts and balanced portfolio options.