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Accounting Firm of the Future eNews

Simon Madder

CEO & Managing Director

Welcome to Prime's eNews for Accountants.

October 2016 Edition

Presented by: Sophie Cohen

Legal Practitioner, Prime

An Up to Date Will Estate Plan Priority Prime Financial Group
An Up to Date Will Estate Plan Priority Prime Financial Group

NSW EVENT - 14 NOVEMBER 2016


1. Intergenerational Wealth Transfer - Effective Estate Planning Strategies

Sophie Cohen has over 15 years legal and business experience in a number of different industries, and she is passionate about delivering high quality, practical, and effective Estate Planning, Business Succession and Asset Protection strategies to achieve the best tailored solutions for clients. 

Presented by: Sophie Cohen

Legal Practitioner, Prime

VICTORIA EVENT - 26 OCTOBER 2016


1. Estate Planning Strategies 

2. Investment Market Update

WEALTH EVENTS: Events in VIC & NSW

Our Estate Planning Strategies and Investment Update presentation was successfully held at our Head Office last week Wednesday.


The topic of 'effective estate planning strategies' struck a chord with many of our clients and guests, and it generated many questions and interest especially on a somewhat 'not well understood' and complex area of estate planning legalities and taxation rules.


FUTURE EVENTS & PRESENTATIONS


We look forward to running many more events and presentations.  


If you would like to register your interest in attending one of our seminars, please CLICK BELOW.

1. Inter-generational Wealth Transfer: Effective Strategies to achieve Estate Planning Goals

Inter-generational Wealth Transfer: Effective Strategies to achieve Estate Planning Goals

2. Investment Markets Update

Presented by: Jonathan Bayes

Chief Investment Officer, Prime

WATCH VIDEO: WHAT IS ESTATE PLANNING?

IMPORTANT: Update on latest superannuation changes

The federal government has revealed a revised plan on Thursday with some significant changes to its superannuation package. This includes discarding plans for a backdated, lifetime cap of $500,000 on non-concessional contributions in order to win over the back bench and ultimately, the Senate. Treasurer Scott Morrison will also be leaving the pre-budget rules in place till 30 June 2017.

 

What does it mean for you?

Valuable Financial Lessons Presentation to High School Students

Five Basic Financial Lessons Every High School Student Should Know Presentation, part of Cairns Chamber’s Regional Industry Leaders Program.


Queensland based Senior Prime Adviser, Garry Frizzo presented to Year 12 students at St Augustine College with five other industry advisers, on valuable financial lessons every high school student should know as part of the Cairns Chamber of Commerce’s Financial Advisors Regional Industry Leaders Program.

 

Prime Website Refresh & Update

We have refreshed our Prime website. Please VISIT our website to see the new updates. 

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