Key Discussion Points

December 2024

December 2024
Thank You for a Remarkable Year & Warm Festive Wishes

Dear JV Partners,

As we approach the end of 2024, we want to take a moment to express our heartfelt thanks for your incredible support and partnership throughout the year. It’s been a dynamic and jam-packed year, with many milestones and exciting developments that have strengthened our collaboration.

This year, we saw significant growth and expansion, including:

  • The acquisition of Altor, an Asset Manager in February 2024, which added new capabilities in alternative assets and business growth funding solutions.
  • The acquisition of EPM in June 2024, bringing innovative employee ownership and administration services into our portfolio.

These expanded service offerings not only enhance our capabilities but also provide you with additional opportunities to deliver value to your clients, broadening the range of solutions you can offer.

We were also thrilled to host several joint property events throughout the year, which have been highly successful in engaging clients and fostering meaningful discussions around key property trends and opportunities. Your contribution and collaboration have been vital in making these events impactful.

Looking ahead, we’re excited to continue building on our achievements together. With your partnership, we’re confident 2025 will be even more prosperous and rewarding.

Please note that our office will be closed from Monday, 23 December, to Friday, 3 January, and we will reopen on Monday, 6 January.

Thank you once again for your trust, collaboration, and support. We wish you and your team a joyful festive season and a happy New Year. May it be filled with success, health, and happiness for you and your loved ones.

Warm regards,
Simon Madder & Angelina Rigoli

Wealth Management - Advice, Client Service & Experience

Lending to Family Members: Loan or Gift?

Many individuals want to assist their family members financially, whether it’s helping with a house deposit, covering unexpected expenses, or funding a new business venture.

Wealth Management - Advice, Client Service & Experience
Wealth Management - Advice, Client Service & Experience
Wealth Management - Advice, Client Service & Experience

Corporate Actions & Updates

As part of keeping you up to date on the communications that we are discussing with clients, please click below for the most recent notes.

BWP Trust Limited (BWP), Buy Altor Social Infrastructure Fund (ASIF)

Wealth Management - Advice, Client Service & Experience

Recent Monthly Market Update

Click below to read our recent market update for October, released on 22 November.

Wealth Management - Advice, Client Service & Experience
SMSF
SMSF

Why Most SMSFs Opt for a Corporate Trustee

When establishing an SMSF, members must decide whether to select a corporate or individual trustee for the Fund.

Accounting

Importance of R&D Tax Incentives for Businesses

Did you know you can benefit from R&D tax incentives as an Australian business owner?

Accounting

A unique and personal service approach to support all your business advisory and personal wealth management needs.

wealth strategies
Cookie Consent

By using this website, you agree to the storing of cookies on your device to enhance site navigation, analyse site usage, and assist in our marketing efforts. View our Privacy Policy for more information.

Stay updated

Subscribe for the latest news, updates, and articles from Prime.

Email*
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.