Blog

27 03, 2019

Prime SMA Performance Summary – February 2019

By | 2019-03-27T11:32:29+10:00 March 27th, 2019|Active Management Performance|0 Comments

Portfolio Objective To achieve capital growth with moderate tax-effective income via franked dividends through investment in listed Australian securities. The Model Portfolio is managed by selecting primarily those securities with moderate growth potential but robust cash-generating capacity. These securities are expected to deliver an above-market average income yield, together with a relatively moderate level [...]

25 03, 2019

Weekly Market Update (Issue 540) – 25 Mar 2019

By | 2019-03-26T08:56:03+10:00 March 25th, 2019|Weekly market update|0 Comments

But for the late fall in the U.S and Europe on Friday night, it would have been a bit of a nothing week again. However, on Friday night markets took fright at the early March manufacturing data out of Europe, where the initial readings out of Germany put activity at a 6-year low, manufacturing employment [...]

18 03, 2019

Podcast – Simon Madder, CEO & Managing Director Prime Financial

By | 2019-03-18T10:56:41+10:00 March 18th, 2019|Uncategorized|0 Comments

Listen to Simon address some key topics around: The impact Hayne Royal Commission have on the financial services sector The banks are pulling out of wealth management. What opportunities does this open for smaller companies? What can we offer that the banks can’t Transcript: Q: Simon Madder, what impact is the Hayne Royal Commission having [...]

18 03, 2019

Do you know we’re Experts in SMSF?

By | 2019-03-18T10:47:30+10:00 March 18th, 2019|Financial & Retirement Planning, Superannuation incl. SMSF|0 Comments

Prime are delighted to announce our new and improved SMSF Solution. In 1 July 2018, the Australian Taxation Office (ATO) introduced a new Event Based Reporting Regime. Essentially there are certain events in SMSFs that now need to be reported on a quarterly basis. This now means the traditional method of collating your documents and [...]

18 03, 2019

Weekly Market Update (Issue 539) – 18 Mar 2019

By | 2019-03-18T16:56:23+10:00 March 18th, 2019|Weekly market update|0 Comments

Risk appetite managed to stay healthy for a further week in spite of increasing evidence pointing to a worsening in the local economy, and perhaps even some reason for caution internationally as well. Markets were broadly flat in Australia last week, although it was noticeable that the leading sectors were those occupied by more defensively [...]