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.
WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE
Webinar: Market Commentary & Outlook, Fixed Income Recommendations and more
Marcus Bogdan (Prime Investment Committee Member and Australian Equities Specialist) and Nicholas Yaxley (Managing Director of BondAdviser) spoke in length about the market commentary & outlook, fixed income recommendations and more.
WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE
Recent Weekly Market Update
Click below to read our recent market update, released on 6th June.
WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE
Tax time 2022 – what the ATO is scrutinising this financial year
Each year the ATO issues a press release outlining the key areas they will scrutinise in the current financial year’s tax lodgements.
By Michelle Bromley CFP®, Director – Strategy and Advice
WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE
Corporate Actions & Updates
ACCOUNTING SUPPORT
Superannuation Guarantee Changes
From 1 July 2022 there will be Superannuation Guarantee (SG) changes that will impact you and your employees.
© 2022 Prime Financial
Primestock Securities Ltd (Prime) AFSL No. 239180 & Primestock Wealth Management Pty Ltd (Primestock Wealth) AFSL No. 240277
