Key Discussion Points

Feb 2019

Key Discussion Points – Feb 2019 2019-02-21T10:02:15+10:00

PRIME NEWS

Sydney Accounting Forum: Revised Date – 2 May 2019

We apologise for changing the date, but feel like the deferral is in the best interests of everybody. In terms of word of mouth interest, this one looks like it will be even bigger than last years forum and we will definitely endeavour to tighten up the format and to incorporate suggested topics.

On that note you should expect to receive a ‘save the date’ email shortly from us, and we will seek to engage you on the topics that matter the most.

I think most agreed that the last event was a success even simply for putting different firms in a room together to discuss business process and the industry, and to foster further interaction between the various JV’s. With any luck we can go one better in Sydney in May and have over 10 firms in attendance.

We would love as many of you there as possible.

Thanks Jono

Prime SMSF Solution:

We want to transform your practice.

The Prime SMSF Solution is not just annual outsourcing. You can’t compare us with a $700 annual service where you still do the majority of the work!We’re talking about a bespoke, game-changing white-label SMSF solution. Increasing complexity surrounding accounting for SMSFs means annual accounting just doesn’t cut it anymore. The introduction of Transfer Balance Account Reporting (TBAR) presents every SMSF Accountant with a new business risk.

How do you even know which clients you need to report for TBAR unless you’re processing your funds at least quarterly?

The Prime SMSF Solutions provides:

  • A daily online reporting service to your clients using Class Super with;
  • Daily reconciliation and monthly queries;
  • Providing you and your clients with live SMSF information and reliable data;
  • So we can manage your compliance requirements for you (including TBAR)!

This is what we do that an annual outsourcer doesn’t!

Don’t take our word for it. Here’s what one of our JVPartner’s has to say:

We started using Prime super when our in house superannuation manager resigned and we needed to quickly find a high quality solution. We have been very impressed with the quality of Prime’s work and also their approach to SMSF compliance. The Prime team is also very responsive and personable and they feel like an extension of our own team.

Prime offer more than your standard SMSF compliance solution, they are also very technically strong and have been consistently adding value to our SMSF clients.

W R Matley
Partner
Crispin & Jeffery – Chartered Accountants

Outsourcing is so much more than just price.

It’s important to fully understand what time/costs savings you will recognise as a result of outsourcing your SMSF along in order to provide your clients with a market leading SMSF solution.

So call Olivia Long on +61 455 566 426 and take the first step to transforming your SMSF solution.

An Introduction to Prime Capital

Background

Prime Capital is the corporate advisory arm of Prime Financial Group. Formed in 2017 out of a growing demand from clients that were seeking a client centred, tailored advisory offering, Prime Capital now has coverage in Sydney, Melbourne and Brisbane.

Prime Capital brings together a team of advisors, with tier 1 experience, coming from some of Australia’s best boutique advisory firms and the Big 4. Prime Capital has a deep understanding of the Australian mid-market space and our partners are highly experienced in assisting firms capitalise investments or take that next step in their corporate development and growth.

Services Offered & Approach

Prime Capital provides a full suite of corporate advisory/finance and investment banking services including corporate development, mergers & acquisitions (M&A) transactions, capital raisings and corporate advisory. Prime Capital covers all sectors and size of transactions – including early stage technology through to large multinational enterprise transactions.

Prime Capital prides itself on being uniquely able to provide services ranging from long-term corporate development roles to bespoke one off transactions. There is no ‘one-size fits all’ approach. Every engagement is unique, with Prime Capital tailoring its service to each individual client’s needs.

Mergers & Acquisitions
Prime Capital’s advisers are extremely experienced Sell-side and Buy-side transactional advisers, having acted on deals across all sectors both for private and public companies.

Corporate Development
Prime Capital’s corporate development clients are typically long term engagements where Prime Capital advisers work with senior executives of growing private and public companies, providing advice on acquisitions, capital structure and strategic decisions of the business. Often Prime Capital becomes a key part of the company’s management team.

Capital Raisings
Prime Capital raises capital for businesses ranging from early stage through to mature businesses seeking to grow.

Corporate Advisory
Given the experience of Prime Capital’s advisers, often the team is called upon to provide bespoke advice on a range of corporate matters, typically with a capital event or transaction in mind.

INCENTIVES, FIGURES & REPORTS

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Risk Profile Portfolio Performance Figures

As at 31 December 2018

* Annualised return(s). Portfolio Inception date 3/7/2012

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Prime SMA – Model Portfolio Performance Figures

As at 31 December 2018

* Annualised return(s). Portfolio Inception date 18/2/2016