WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE

Webinar: Reporting Season, Portfolio Positioning, Fixed Interest Markets and Yield Alternatives

Please join us for our Online Wealth Management Webinar on Wednesday, 9th March at 10.30am – 11.30am AEDT.

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WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE

Research & Advisory Board Appointment

Prime are pleased to confirm the appointment of BondAdviser as Prime’s research and advisory partner for Fixed Income and Credit Investments. As part of the appointment Nicholas Yaxley, BondAdviser Founder and Managing Director has also been appointed to Prime’s Advisory Board.

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WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE

Financial Year End 2022 – Concessional Contributions

As the end of the Financial Year approaches, it is time to start thinking about making the most of your superannuation contribution caps. These are the annual limits on the amount of money you can put aside in the tax-advantaged superannuation environment, to build wealth to support you in retirement.

By Michelle Bromley CFP®, Director – Strategy and Advice

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WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE

Reporting Season Review & Portfolio Positioning Update

Hear Marcus Bogdan, Prime’s Investment Committee Member and CIO of Blackmore Capital, discuss the FY22 Reporting Season, current market trends and earnings growth.

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WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE

Recent Weekly Market Update

Click below to read our recent market update, released on 7th March.

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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.

SMSF

Ask Alan with Olivia Long

Olivia Long (Prime’s Managing Director – SMSF) joins Alan Kohler (Eureka Report) and discusses ATO’s super stream requirements, personal concessional contributions and more.

Click below to have a listen.

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ACCOUNTING SUPPORT

Grants available for medtech and biotech nationally

The Medical Research Future Fund has committed to an early stage translation and commercialisation support grant with the following streams:

  • Stream 1: preclinical medical research or medical innovation projects with commercial potential
  • Stream 2: early clinical development of novel drugs, or novel uses for existing drugs, with commercial potential
  • Stream 3: early clinical development of medical devices with commercial potential
  • Stream 4: early stage development of digital health technologies with commercial potential

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ACCOUNTING SUPPORT

Industry Research and Development – Clinical Trial Determination

For biotech companies, the determination released by the Commonwealth on 20 January 2022, entitled “Industry Research and Development (clinical trials, Phase 0,I, II, III for an unapproved therapeutic good) Determination 2021” may provide further comfort regarding the eligibility of clinical trial activity for the R&D tax incentive.

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