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.
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5 09, 2019

Prime SMA Performance Summary – July 2019

By | 2019-09-10T19:54:02+10:00 September 5th, 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 [...]

12 08, 2019

Weekly Market Update (Issue 560) – 12 August 2019

By | 2019-08-12T16:07:16+10:00 August 12th, 2019|Market Summary, Weekly Market Update|0 Comments

Securities mentioned this week Commonwealth Bank (CBA), Transurban (TCL), AGL Energy (AGL), Insurance Australia Group (IAG) Key market themes Pressures on risk assets began to intensify last week > Iron ore prices fell -20% last week President Trump doubled down on the previous week’s threat to levy a 10% tariff on the remaining US$300bn in [...]

31 07, 2019

Top Ten Benefits of an SMSF

By | 2019-07-31T17:24:24+10:00 July 31st, 2019|Superannuation incl. SMSF|0 Comments

Self Managed Super Funds (SMSFs) are a growing, popular and significant sector in Australia’s superannuation industry – and here’s why! You can be more engaged with your super Many of Australia’s superannuants have little understanding what their superannuation balance is or even how their superannuation is performing. For many, superannuation continues to be a great [...]

29 07, 2019

Prime SMA Performance Summary – June 2019

By | 2019-07-29T12:42:52+10:00 July 29th, 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 [...]