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Simplify Your SMSF with Expert Support

Gain Clarity, Control & Confidence

Exclusive EOFY Offer for Stock Doctor Clients | Limited Time Only

Stock Doctor has long empowered investors with the tools to make smarter investment decisions. Now, as part of the Prime Financial Group family, you have access to even more, starting with an exclusive EOFY offer on Prime’s premium SMSF administration service.

Whether you're looking to streamline compliance, reduce admin time, or gain better visibility over your fund, our team at Prime is here to support you every step of the way.

Why Choose Prime’s SMSF Admin Service?

  • Expert support backed by over 20 years of SMSF management experience
  • Fixed-fee pricing with no surprises
  • 24/7 online portal and real-time investment reporting
  • End-to-end compliance and administration management

EOFY Exclusive: Unlock Special Pricing as a Stock Doctor Client

To celebrate the acquisition of Lincoln Indicators into Prime Financial Group, we’re offering Stock Doctor clients exclusive, limited-time pricing on our SMSF admin service.


Complete the form below to access your exclusive pricing list and discover how we can help you take your SMSF to the next level.

About Prime Financial Group

We are a market-leading advice, capital, and asset management group, now proudly joined by Lincoln Indicators. Together, we’re committed to helping Australian investors make smarter decisions, simplify their finances , and to protect & grow their long-term wealth.

Thousands of SMSF individual trustees trust Prime to keep their funds compliant, efficient, and future-ready. Now it’s your turn.

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Terms & Conditions

  1. Eligibility:
    This exclusive offer is available only to existing Stock Doctor clients as part of the EOFY 2025 campaign.
  2. Offer Details:
    The offer provides eligible participants with access to a special pricing schedule for Prime Financial Group’s SMSF Administration Services. The offer includes discounted fixed-fee pricing for individual SMSF trustees who engage Prime for administrative services.
  3. Access to Offer:
    The exclusive pricing list is gated content and will only be made available to individuals who complete and submit the form on the campaign landing page. Submission of the form does not constitute an obligation to proceed with the service.
  4. Timeframe:
    This offer is valid for a limited time only and must be claimed by 11:59 PM AEST on 30 June 2025, unless extended or withdrawn earlier at Prime Financial Group’s sole discretion.
  5. Non-Transferable:
    This offer is personal to Stock Doctor clients and cannot be transferred, shared, or combined with any other offer or promotion.
  6. Subject to Approval:
    All new SMSF engagements are subject to Prime Financial Group’s internal onboarding processes, including compliance checks and acceptance of service terms.
  7. Service Scope:
    The SMSF Administration Service provided by Prime includes compliance, accounting, and administration support for individual trustees. Investment advice is not included and may be offered separately by a licensed financial adviser where required.
  8. Changes to Offer:
    Prime Financial Group reserves the right to modify, withdraw, or extend this offer at any time without prior notice.
  9. Privacy:
    By submitting the form, you consent to your personal information being collected, used, and stored in accordance with Prime Financial Group’s Privacy Policy (link our privacy policy here).
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Take up this one-time exclusive offer and choose the service and expertise you need to make your SMSF work for you, speak to a specialist today to get started.

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Terms & Conditions:
The promotion is not valid for cash or cash equivalent and is non-transferable. Cannot be combined with other offers, discount promotions or promotions. Promotions may be subject to availability. All monetary amounts specified in these terms and conditions are in Australian dollars (AUD). All pricing excludes GST. To redeem this promotion during the promotional period, you must complete the form submission included in the communication or landing page. Stock Doctor, Bell Direct and Prime reserves the right to modify or amend this promotion and cancel or suspend the promotion without prior notice. By completing the form or attempting to participate in this promotion, you agree to accept and be bound by these terms and conditions from StockDoctor, BellDirect and PrimeFinancial. The promotion from Bell Direct starts on Friday 27th October 2023 at 9:00 am AEDT and ends on Thursday 7th December 2023 at 5:00 pm AEDT. The promotion from Prime starts on Friday 27th October 2023 at 9:00 am AEDT and ends on Thursday 7th December 2023 at 5:00 pm AEDT. The promotion includes from StockDoctor: a 30-day complimentary membership to Stock Doctor. The promotion starts on Friday 27th Oct 2023 at 9:00 am AEDT and ends on Sunday 24th December 2023 at 5:00 pm AEDT and $200.00 AUD discount on new members joining Stock Doctor. The promotion starts on Friday 27th Oct 2023 at 9:00 am AEDT and ends on Sunday24th March 2024 at 5:00 pm AEDT.

Disclaimer:
This information has been prepared by Primestock Securities Limited ABN 67 089 676 068, AFSL 239180 ('Prime'). Prime accepts no obligation to correct or update the information or opinions in it. This information does not take into account your objectives, financial situation or needs. Before acting on this information, you should consider whether it is appropriate to your situation. It is recommended that you obtain financial, legal and taxation advice before making any financial investment decision. Prime is bound by the Australian Privacy Principles for the handling of personal information. Privacy Policy | Financial Services Guide

Lincoln Indicators Pty Limited (Lincoln) ABN 23 006 715 573, as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751966, AFSL 483167. This communication may contain general financial product advice or forward-looking statements regarding our intent, belief or current expectations with respect to the market conditions. Caution is advised in placing undue reliance on these forward-looking statements, as our advice has been prepared without taking account of your personal circumstances. Therefore, you should consider its appropriateness, in light of your objectives, financial situation and needs, before acting on it. Before acting on any advice, you should consider the appropriateness of the advice, and we recommend you obtain financial, legal and taxation advice before making a decision. Please refer to our Financial Services Guide (FSG) for more information at Lincoln Indicators Pty Ltd. If our advice relates to the acquisition or possible acquisition of a particular financial product, you should obtain a copy of and consider the Product Disclosure Statement (PDS) at Lincoln Indicators Pty Ltd before making any decision. 

The Bell Direct service is provided by Third Party Platform Pty Limited trading as "Bell Direct" (ABN 74 121 227 905) an Australian financial services licensee (AFSL 314341) a Participant of the ASX Limited Group and a Trading Participant of Cboe Australia. Bell Direct does not provide investment advice. You should consider your own financial situation, particular needs and investment objectives before acting on any of the information available at https://www.belldirect.com.au/.

Testimonials are provided by third parties for information purposes only and are not intended, and should not be taken to be financial product advice. Please refer to “Terms of Use”, “Important Information”, Terms and Conditions and The Privacy Policy Guide for StockDoctor, BellDirect and Prime for more information.

Contact details:
Email:
katea@primefinancial.com.au
Phone: 03 8825 4745

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