Prime

Prime

About Prime

Prime is an Integrated Wealth Management Firm for business owners and family groups. Prime’s goal is to become the Premier Partner to Accountants for Growth, Succession and Integrated Wealth Management and to deliver personalised advice to clients for a secure financial future.
31 03, 2017

Personal Insurance Article

By | March 31st, 2017|Personal Insurance|0 Comments

Personal Insurance The common belief that “it won’t happen to me” often results in many people having a sound plan for wealth creation, but not an adequate plan to protect the very thing that generates the wealth – themselves! How death, disability or illness affects your ability (or your family’s ability) to realise your lifestyle [...]

23 03, 2017

What are the rules for borrowing money through your SMSF?

By | March 23rd, 2017|Financial & Retirement Planning, Superannuation incl. SMSF, Uncategorized|0 Comments

What are the rules for borrowing money through your SMSF? Many Australians budget for their retirement using Self Managed Super Funds (SMSFs), because they want more control over how their superannuation is invested. Since 2007, you can borrow money through your SMSF to invest in assets, such as real estate, shares and managed funds, but [...]

17 03, 2017

International News (Issue 440) – 17 March 2017

By | March 17th, 2017|International News, Uncategorized|0 Comments

  International News (Issue 440) - 17 March 2017 Given my remarks earlier on the U.S Federal Reserve interest rate hike, I will keep this super brief. The Dutch election came and went without too much concern for the Eurozone, and investors will now turn their focus to the French elections next month.   Index [...]

16 03, 2017

Should you forget your super and attack your mortgage while rates are low?

By | March 16th, 2017|Lending & Finance, Uncategorized|0 Comments

Should you forget your super and attack your mortgage while rates are low? With a limited budget and a mortgage, many Australians wonder whether they should add more money to their super or increase their home loan repayments. With the tax advantages of super, topping up your balance in preparation for retirement seems like a [...]

14 03, 2017

Prime Australian Equities Growth SMA – February 2017

By | March 14th, 2017|Active Management Performance, Uncategorized|0 Comments

Prime Australian Equities Growth SMA – February 2017 Portfolio Objective To achieve capital growth with moderate tax-effective income via franked dividends through investment in listed Australian securities. The Model Portfolio is managed by selecting primarily those securities with moderate growth potential but robust cash-generating capacity. These securities are expected to deliver an above-market average income [...]