Hear Marcus Bogdan, Prime’s Investment Committee Member and CIO of Blackmore Capital, discuss the current portfolio positioning in the local markets.
WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE
Recent Weekly Market Update
Click below to read our recent market update, released on 4th April.
WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE
Financial Year End 2022 and beyond – After-Tax Contributions
Building on last months’ article which started us thinking about making the most of our superannuation Contributions Caps, in this article we discuss how the upcoming 1 July 2022 changes to contribution eligibility offer additional opportunities for retirees to structure their retirement income tax effectively.
By Michelle Bromley CFP®, Director – Strategy and Advice
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 the re-contribution of covid-19 early release super amounts, the transferring of ASX shares between trust accounts & SMSFs and more.
Click below to have a listen.
CAPITAL
Prime Capital acts for the shareholders of Truescope in their $6.2m Seed Round
Prime has assisted Truescope in their expansion into the USA, supported via a seed capital raise of AU$6.2million secured from leading venture capital firms Investible and Jelix Ventures, as well as other private investors.
ACCOUNTING SUPPORT
Business In Focus: Session 01 – How do you value a business?
Click below to listen to Matt Murphy and Dan Taylor discuss all things related to valuing a business during our first episode of Business In Focus.
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Primestock Securities Ltd (Prime) AFSL No. 239180 & Primestock Wealth Management Pty Ltd (Primestock Wealth) AFSL No. 240277
