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.
15 07, 2019

Weekly Market Update (Issue 556) – 15 July 2019

By | 2019-07-15T16:20:35+10:00 July 15th, 2019|Market Summary, Weekly Market Update|0 Comments

Securities mentioned this week Afterpay (APT), BWX (BWX), Oil Search (OSH), Nufarm (NUF) Key market themes Momentum > investors remain more concerned by missing the rally than of buying the top Reach for yield remains a priority > investors are chasing higher returns from riskier assets such as equities and corporate bonds as cash returns [...]

10 07, 2019

Prime SMA Performance Summary – May 2019

By | 2019-07-10T12:17:48+10:00 July 10th, 2019|Active Management Performance|0 Comments

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 yield, together with a relatively moderate level [...]

8 07, 2019

Weekly Market Update (Issue 555) – 8 July 2019

By | 2019-07-08T16:34:46+10:00 July 8th, 2019|Market Summary, Weekly Market Update|0 Comments

Securities mentioned this week Woolworths (WOW), Commonwealth Bank (CBA), Telstra (TLS), Nufarm (NUF), Magellan Financial Group (MFG), Medibank (MPL), Australian Healthcare (CSL, RMD, COH) Key market themes Expectations and reality might be sooner to collide after the market’s stellar rise. Last week saw some cold water thrown over investor expectations for rate cuts in both [...]

1 07, 2019

Weekly Market Update (Issue 554) – 1 July 2019

By | 2019-07-03T08:58:50+10:00 July 1st, 2019|Market Summary, Weekly Market Update|0 Comments

Securities mentioned this week Westpac (WBC), VGI Partners (VG1, VGI), Afterpay (APT), Oil Search (OSH), Woodside (WPL), BWX (BWX), Australian REIT sector, SEEK (SEK), IOOF (IFL) Key market themes Trade tensions de-escalated at the weekend G-20 meeting, albeit little agreement on anything sustainable was achieved. Both China and the U.S agreed to talk, the U.S [...]

27 06, 2019

Research & Development Tax Incentive – EOFY Opportunity!

By | 2019-06-27T09:11:45+10:00 June 27th, 2019|Accountants|0 Comments

It’s that time of year again! With the End of Financial Year rapidly approaching, there are several things to consider when claiming the Research & Development (R&D) tax incentive. Prepaid R&D If you plan to engage contractors to provide R&D services that will be completed in the next 12 months, ensure that you have received [...]