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.
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.
Strategic Financial Advice
Australia’s credit market is undergoing a major transformation as bank hybrids are phased out. Discover how investors and advisers are adapting to a broader range of fixed income and credit opportunities.
Strategic Financial Advice
An investment platform brings investments, administration, reporting and portfolio management together in one place. Discover how investment platforms work, their pros and cons, and who they may suit.
Strategic Financial Advice
Global share markets softened in July 2026 as technology shares weakened and bond yields rose, while Australian shares outperformed. Explore the key market movements across equities, property, infrastructure, fixed interest and alternatives.
