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Accounting Firm of the Future eNews

Simon Madder

CEO & Managing Director

Welcome to Prime's eNews for Accountants.

July 2016 Edition

We are pleased to be seeking expressions of interest for Newmark Capital’s latest property offering, the Newmark Como Property Trust.

 

Newmark recently purchased the iconic Como Centre, located on the corner of Toorak Road and Chapel Street in South Yarra Victoria for $236.5m.

 

Many of you will be familiar with this property, since PRIME have considered it our home for 18 years.

 

The property trust will initially seek interest from ‘wholesale investors’ under an Information Memorandum (CLICK HERE to DOWNLOAD), however we hope and expect that we will be in a position to seek interest from retail investors in due course should a PDS be published.

2016 Australian Election & Brexit: Impact on Investors?

An Up to Date Will Estate Plan Priority Prime Financial Group

Written by: Jonathan Bayes

Chief Investment Officer, Prime

An Up to Date Will Estate Plan Priority Prime Financial Group

In mid-May 2016 we officially flagged our increasing caution towards investment markets and our strong advice to raise cash levels amid the adoption of a conservative outlook for medium-term portfolio returns.

 

At that point we highlighted a suggested rise in CASH WEIGHTS from 5% to 10% of portfolios. However in light of the outcome from both Australia’s Federal Election and the surprise UK referendum, WE WOULD NOW COMFORTABLY ADVOCATE FOR CASH/TERM DEPOSIT WEIGHTINGS OF 10-15%.

 

BREXIT, Australia’s Election & Donald Trump – all reflect the same theme.


A fortnight ago and leading into the British referendum over European Union membership, English book-makers had made the odds on a British withdrawal from ..............

Newmark Como Property Trust - Iconic Sth Yarra Investment Opportunity

Written by: Jonathan Bayes

Chief Investment Officer, Prime

Chris has a long history of designing and delivering training courses as both a practitioner and trainer, and his focus for the conference will be on client engagement skills.

VIRTUAL CFO

How to build a virtual CFO service?

SMSF Services

Advice & the new paradigm

JOIN THE PRIME TEAM

COMO HTL, STH YARRA

2ND AUGUST

INVITATION TO PRIME ACCOUNTANT PARTNERS:

Acquisitions

Do's Don'ts & Lessons Learnt

Prime's Professional Development Conference

SPECIALISATION

What are the benefits?

We are pleased to confirm Grant Abbott will present at our conference.

Presented by Grant Abbott

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2

SMSF Strategy: Pensions, Estate & Incapacity Planning, LRBA & pitfalls

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4

Plus hear from our Accountant Partners on.........

Soft Skills & Client Engagement Skills

Presented by Chris Unwin

Exclusive Invitation to Prime Accountant Partners

I am pleased to report we have authorised 13 of our Accounting Partners to provide limited SMSF advice. 


The authorised accountants have completed an intensive course in Self Managed Superannuation Funds. They undertook additional training covering compliance and understanding their obligations under the new licensing regime. Further they went through training covering off documents they will use and produce for the client (Fact Find and Statement of Advice).  

Accountant Licensing Update from Sam

Sam Morris, Compliance, Technical & Training Manager - Prime

Prime runs Wealth Planning session for WilliamstownFC Seagulls Players

Two (2) of Prime Financial Group’s (Prime) Senior Financial Advisers, Marcus Ainger and Cameron Morcher, are invited by the Seagulls coach and former premiership champion, Andrew Collins, to help educate his players on money and wealth building and protection strategies as part of the clubs focus on player wellbeing and financial future security.

 

The Williamstown Seagulls this season are boosting their commitment to the development of their young players, leveraging the services of their newest sponsor, Prime.

 

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