Message from CEO

Dear JV Partners,

Wishing each of you a positive end to the financial year in what is no doubt a busy time.

For those of us Victorians experiencing the lockdown I hope you are all coping and fingers crossed it ends quickly.

Prior to lockdown on Friday May 21 Prime were pleased to again support the MayDay Charity Event led by our colleague Cam Morcher and the Corcous Club. This year, MayDay supported the EB Research Foundation charity, raising funds to invest in science & medical research that will lead to products and therapies for treating and ultimately curing Epidermolysis Bullosa (EB). It was an amazing result to raise nearly $140k which also took The Corcous Club through $1m raised from their 11 events held to date, congratulations to all involved for a very worthy cause.

On a separate and final note, markets continue to move in the right direction, we have recently had recommendations and changes to client portfolio’s and continued growth in interest for Wholesale Property Investment opportunities. If you have any queries on any of this please just drop us a line.

All the best.

Simon.

WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE

10 Things to Tidy Up! (Pre June 30)

Michelle Bromley (Prime’s Director – Strategy and Advice – Wealth) shares top ten things to tidy up pre June 30.

Click below to read more.

READ MORE

WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE

Property Investment – Direct and Pooled Opportunities

As you may know, we have expanded our service offering to include a select number of Wholesale Investment opportunities exclusively for High Net Worth Wholesale clients and Family Groups.

As part of this, we would like to present you with our Property Investment Opportunities brochure which we look forward to sharing with our Wholesale clients.

View brochure

WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE

Healthcare update – Healius, Resmed, Sonic and M&A activity for Ramsay

Hear Marcus Bogdan, Prime Investment Committee Member, Australian Equities Specialist and CIO of Blackmore Capital discusses the current themes in healthcare including Healius, Resmed, Sonic and views on M&A activity for Ramsay particularly in focus.
Watch now

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.

2021.05.31
BUY HEALIUS (HLS) SELL COLES (COL)

2021.05.25
PENDAL (PDL) SHARE PURCHASE PLAN

2021.05.12
HOLD WQGOA OPTIONS

2021.05.11
PURCHASE INVESTIBLE FUND II

PRIME SMA

Monthly Commentary

Optimism on Australia’s economic recovery continued to propel equity markets higher in April. Equity returns have been further bolstered by earnings upgrades being the strongest in over 20 years.

Click below to read more.

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SMSF

SMSF Q&A: Ask Olivia

Olivia Long (Prime’s Managing Director – SMSF) discusses strategies for tax-deductible super contributions, reserve allocation and more.

Click below to have a listen.
Listen to Q&A

SMSF

SMSF Strategy in Focus

30 June is fast approaching and it’s time to consider the strategic opportunities available to SMSFs both prior and post the end of the financial year.

Click below to read more.
Read more

ACCOUNTING SUPPORT

EOFY Research & Development Tax Incentive Opportunity – Countdown to 30 June 2021

It’s that time of year again! With the End of Financial Year rapidly approaching there are several things to consider when claiming the Research & Development (R&D) tax incentive.

Click below to read more.
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EVENT

MayDay Charity Event

On Friday May 21, Prime were pleased to support the MayDay Charity Event led by our colleague Cameron Morcher and the Corcous Club. This year, MayDay supported the EB Research Foundation charity, raising funds to invest in science & medical research that will lead to products and therapies for treating and ultimately curing Epidermolysis Bullosa (EB).

It was amazing to see the charity raise nearly $140k which also took The Corcous Club through $1m raised from their 11 events held to date, Each year Prime are really pleased to support such a worthy cause.