Message from CEO

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EVENTS

Accountants Forum

We hope you received our email invite for the Accountants Forum that will be held on 27th & 28th February. This will be a great opportunity for us to connect, learn from each other and network.

If you didn’t get the chance to register already, please do so by clicking the register button below.
REGISTER NOW

In the meantime, if you have any questions, please email Tiffany Gray or Alicia Sanders.

FINANCIAL ADVICE & STRATEGY

Kick-start your financial planning in 2020

Michelle Bromley, Head of Wealth Management Strategy & Advice, talks about the must do’s and where the greatest opportunities are for clients when considering financial planning this year.
WATCH VIDEO

INVESTMENT ADVICE & STRATEGY

2020 Market Outlook

Simon Madder, Prime’s CEO & MD and Jonathan Bayes, Chief Investment Officer (CIO) discuss what the investment market for 2020 looks like and where the greatest risks and rewards are expected to be. Please click below to watch.

Jonathan also discusses the market outlook for 2020 in greater detail, covering portfolio highlights, expectation management and the Australian economy. If you would like to read the post, please click below.

WATCH VIDEO READ MORE

INVESTMENT ADVICE & STRATEGY

Property based investment opportunities

As part of our goal to be the leading integrated advice firm of the future, Prime continues to broaden our service offering to include client access to a range of property based investment opportunities.

To empower Prime advisers in having productive client discussions, the attached Property opportunities summary document outlines each of the new offerings across wholesale, retail, wrap and direct client portfolios.
READ PROPERTY OPPORTUNITIES SUMMARY

PRIME SMA

Monthly Commentary

Global equity markets moved higher in December, however a stronger AUD (+3.7%) resulted in negative returns as represented by the MSCI World Index which fell -0.89% in AUD terms.

The Trade War between the US and China abated somewhat with a Phase 1 deal agreed to. The terms see China purchase an additional $200bn of US goods and services over the next two years in exchange for the US reducing tariffs on $120bn of Chinese products.
READ MORE

CLIENT SERVICE & EXPERIENCE

Wealth Client Satisfaction Survey (NPS) Results

As previously communicated, we conducted a Client Satisfaction Survey in Oct-Nov last year and we wanted to share the results of this survey with you.

1. The survey was sent to 788 wealth clients, and we had a 37% response rate

2. The Australian financial industry NPS benchmark is typically between -2 and 9 points. We received a Net Promoter Score (NPS) of 28 points. This is a great score considering the industry benchmark and also given this is the first time we have run a survey inhouse

3. The report identified that 64 clients were interested to learn more about our other service offerings

To read more on the results, click below.
Read More

SMSF

SMSF Insights for 2020

“From 1st July, people aged 65 & 66 will now be able to make contributions to super without the need to meet the work test,” says Olivia Long, Head of SMSF.

Listen to Olivia discuss important SMSF & Superannuation information when preparing for 2020.
WATCH VIDEO

CAPITAL

M&A and Capital Markets in 2020

Tim Bennett, Head of Capital & Corporate Advisory discusses the M&A and Capital markets, the type of clients we work with and conversations the team are having with clients.
WATCH VIDEO

ACCOUNTING SUPPORT

Changes to the R&D Tax Incentive Program

Written by Simone Quin, Partner – Accounting & Business Advisory

Treasury Laws Amendment (Research and Development Tax Incentive) Bill 2019 was introduced to Parliament on 5 December 2019 proposing the following changes to the R&D Tax Incentive Program.
READ MORE

ACCOUNTING SUPPORT

Get your share of the $520M – $540M Australian Business Growth Fund

Written by John Driscoll, Partner – Accounting & Business Advisory

A brand new $520M – $540M Australian Business Growth Fund will aid small to mid-sized businesses expand by taking long-term equity capital investments between $5M and $15M, with the funds expected to begin flowing in June 2020.
READ MORE

UPDATES

Supporting the bushfire relief

The bushfire crisis has affected so many people, communities and wildlife. As a part of helping those affected, Prime have donated $10,000 to Vinnies and WIRES in an effort to provide support where it is most needed. Prime team members will also be volunteering time to assist in the rebuilding process.

UPDATES

New – Monthly Newsletter

Each month we will be providing insights and information that we hope will be valuable to our clients through a Monthly Newsletter. The first newsletter will go out to clients on Friday 31st Jan 2020 branded with your logo.

In this newsletter we cover off key areas in relation to the market outlook for 2020, the must do’s and where the key opportunities are for clients if they are planning for the future. In addition to this, we will continue to send the Weekly Market Update.

What our clients say

“First class advice and service leading to real business advisory support and growth.”

Ben Hughes, EconomX

“We’ve been with Prime now for nearly 10 years and they have always strived to understand our business needs and have contributed enormously to our growth from start-up tech to product commercialisation.”

Robert Kerr, Enopte Solutions

“Prime provides us a highly personalised service covering our financial needs. Our strategic advice has been proactively provided whilst ensuring our investments are professionally managed without requiring our daily input. We feel comfortable knowing Prime is looking after our investments.”

Ian, VIC

“In working with Prime, I have been connected with a trusted ‘go to’ source of knowledge, mentorship, tools, services, contacts and – most importantly – a friend on the ground for anything related to financial decisions when feeling a little overwhelmed.”

Amy, QLD

“The team at Prime Financial provide an excellent full service offering to my organisation. Communication between teams is excellent and they genuinely put the best interests of their clients first.”

Alan King, VIC

“I am very pleased with Prime. I have called my adviser when I have questions and have always received prompt replies and all of the support I needed.”

Bob & Denise, NSW

“We are busy running our business, which takes up most of our time! To have someone we know and trust in charge of our money is so comforting. I enjoy the quick and clear communications I have with my adviser and I trust his suggestions for our investments.”

Jack and Pauline, VIC

“Prime is a lot more that an accountant to us. They are well equipped with the knowledge to help solve any problem businesses come across.”

Gavin Lowe, UDL Group

“We have worked with Prime for fifteen years as our financial adviser. Prime has always guided us through with professional advice on our financial decisions, whether it be in the local office or over the phone. We have found our adviser, Garry, has gone above and beyond the call of duty with regards to our retirement and financial matters in a friendly and caring way.”

Karen & Russell, QLD

“I find Michelle service to me is of high value. She is knowledgeable and transfers the information to me clearly. Thank you Prime.”

Kathryn, WA

“In all the years l have had to do the R&D rebate and other grants, l have never been better looked after than here at Prime. The staff are super friendly, trustworthy and keen to get me the best result that they can. I would recommend Prime to anyone who wants to use this service. You have a client for life.”

Vern Brickman, Adverto

“We have always felt that our advisor listened carefully to what we expected and responded appropriately. Livio is always interested in us as a couple and our lifestyle- we have never felt like we were bulk handled.”

Ian & Cherie, VIC

“I have been a client of Prime for just over 3 years and I am confident that the advice and service I have received during that time has been in my best interests.”

Lannette, QLD

“Opening my own business was a relatively daunting task. Prime and their extremely professional approach were essential in ensuring that it was executed properly. I would recommend Prime to anyone looking for leading advice with great customer service.”

James Reti, Reti Consulting

“I have been using Prime for many years and one of the things I appreciate most is that their advice is only a phone call away and I always feel as a customer that Prime have my best interest at heart. It is a very personal service executed by very personable and helpful individuals. My advisor feels like family I am very satisfied.”

Christopher, ACT

Get the latest news on the Morrison Government’s Coronavirus Stimulus Plan.

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