Message from CEO

Dear JV Partners,

Another positive month and plenty of activity that has included;

  • client investment recommendations,
  • new client meetings for Family Office / High Net Worth style opportunities and Wholesale Property Investments, plus
  • the commencement of showcasing the soon to be released Investible Fund 2 which will be raising $50m after the success of Fund 1

It has also been nice to be out seeing JV Partners and clients now that travel has become a little bit easier. It was great this month to be able to visit both Brisbane and Sydney with further trips to come before the end of the year. Thanks especially to Marcus Bogdan (Prime Australian Equity Specialist and Investment Committee Member) who recently joined us in Sydney for some of our larger client meetings / briefings.

We are also starting to spend time with JV Partner’s refining our collective Strategy on a Page (SOAP) for the Wealth entity and understanding your objectives for FY22 and how best we can support both your Firm and clients goals.

As always it will be a hectic end to the financial year but we’d appreciate finding some time to connect, catch-up and plan for the future but also discuss how best we can run group events in FY22 for our Accountant community that can provide you the most value, similar to the previous Accountants Forum.

Speak shortly and all the best until then.

Simon.

WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE

Team Update

Hi everyone,

As you know, our industry operates in an environment of significant change across compliance, regulations, rising administration & reporting requirements.

As a result, to continue to keep abreast we are pleased to announce that Michelle will be moving into a full time Operational Role to support the Advisory team.

In this capacity, given Michelle’s in depth knowledge of wealth accumulation & asset protection, she will be able to provide full time support to the Advisory team on comprehensive strategic and investment advice and work closely with me to assist the division with compliance and regulatory requirements.

She will also from time to time provide client support to advisers when they are on leave.

I’m extremely pleased that we are able to have such concentrated support within our Team. Michelle as you know is a great asset to the team and we will all benefit from having her support.

Michelle will be working closely with her clients and the new adviser to facilitate a smooth transition and with the support of the wider Advisory Team, we are well placed to continue the management of your clients portfolio and financial plan going forward.

If you have any queries, please let me know.

Kind regards,
Angelina

WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE

Important Changes – BT Wrap is migrating

As advised previously, BT Wrap is migrating to a newer technology system called BT Panorama and has been designed to provide investors with an enhanced mobile and online experience.

As a result, client accounts will be renamed to Panorama Investments along with a change in account details as well.

We have now been advised that this migration will take place on the weekend of the 22 – 23 May, 2021. BT have also sent Significant Event notices (SEN) to update clients on this change and highlighting the important things they need to know. Should you have any queries around specific clients, please contact your adviser.

To ensure that you will still have access to your client accounts and relevant data feeds, could you please arrange for the attached form to be completed for your Accounting Practice and returned to Sean Conlon via email at seanc@primefinancial.com.au

See Form

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.

2021.04.12
BUY REALM

2021.03.23
SELL CROWN (CWN)

2021.03.22
BUY WAYPOINT (WPR)

2021.03.15
CBA PERLS XIII CAPITAL NOTES (CBAPJ) NEW ISSUE – SUBSCRIBE

WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE

Wholesale Property Investments

Please click below for our past and current wholesale property investments opportunities.

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WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE

Investible Early Stage Fund 2 – Seeking Expressions of Interest

We are pleased to be presenting Investible’s Early Stage Fund 2 (exclusively for Wholesale Investors) after the considerable success of Fund 1 which closed oversubscribed in late 2019. Click below to read more.

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PRIME SMA

Monthly Commentary

Equity markets made it to the end of March demonstrating bulletproof resilience. The opening months of the year have not provided anything like the scale of the “once in a century” pandemic shock that global economies faced in the same period in 2020. Click below to read more.

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CAPITAL & CORPORATE ADVISORY

Publicis Groupe acquires Balance Internet to ‘bolster’ commerce capabilities

Prime Capital is delighted to have acted as corporate advisors for Balance Internet in their recent acquisition by the Publicis Groupe. Click below to read more.
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SMSF

A six-member SMSF

Parliament are currently deliberating over the six-member bill for SMSFs which is expected to come into effect next financial year. Click below to read more.
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