Prime Financial Group

Did you know that deeds should be regularly updated to ensure not only compliance with the various laws governing , but also to avoid any legal complications that may arise as a result of not keeping the fund’s deed up to date?

Our SMSF team offers a hassle-free deed review service. Contact Karen Dezdjek at [email protected] for peace of mind or simply send us a message today.

SMSF Trust Deed - A warning for SMSF Professionals to avoid the pitfalls | Prime Financial Work with a personalised team of advisory specialists to achieve your accounting, business and wealth management goals.

Despite inflation in Australia subsiding, 4.3% headline CPI figures remain relatively high with interest rate cuts continuing to be a point of contention amongst economists and investors.

The challenges faced by retirement portfolios throughout 2023 underscore the necessity for a continual reassessment of portfolio positioning. An article featured in The Australian Financial Review spotlights several strategies that we implement for our clients to foster the preservation and growth of their wealth. For a more comprehensive and personalised wealth management experience, reach out to us today via email at [email protected] to explore these tailored solutions.

Six inflation-busting strategies to boost income The highest inflation since the early 1990s has “caused havoc” among retirees who need new ways to keep up with rising costs.

Explore the power of Private Ancillary Funds (PAFs) in our latest article: https://www.primefinancial.com.au/blog/feeling-generous-exploring-the-role-of-private-ancillary-funds. Learn how PAFs enable strategic giving, tax efficiency, and family involvement for a lasting impact on society.

Want to discuss this more with an expert? Contact us today.

Tax Incentives can be a game-changer, freeing up your company finances to focus on what truly matters - business-critical activities. 📊 At Prime Financial Group, we understand the challenges facing the Australian life sciences industry.

Two of our Accounting and Business Advisory Partners Brendan Brown and Simone Quin collaborated with their expert knowledge and delved into four crucial topics that are essential reading for anyone navigating the complex landscape of life sciences in Australia. The objective? To equip your company with the knowledge and strategies needed to gain a competitive edge in the global market. 🌏

Now, it's your opportunity to take charge of your business's future. Download our exclusive whitepaper and gain the insights you need to make informed decisions that will propel your company to new heights. https://shorturl.at/xGPS2

We are excited to co-host the upcoming Venture Capital Masterclass together with Herbert Smith Freehills in Melbourne! 🤝

Are you ready to take your venture capital game to the next level? Do you want to build valuable relationships with industry peers and gain insights into M&A strategies for emerging companies? Look no further! This is the perfect opportunity for you.

🔍 What we will be covering:
· Key issues relevant to various M&A transactions involving VC-backed companies.
· Strategies for acquisitions aimed at growth.
· Mergers of equals and their unique challenges.
· Executing a successful exit strategy.

To join us please RSVP here: https://shorturl.at/buHI8

Embrace the Generation ESG mindset! 🌍💼 As the next generation of conscious consumers and investors demands more sustainable practices, you are now presented with a unique opportunity for growth and positive impact.

Are you ready to step up, evolve your business, and join the movement towards Environmental, Social, and Governance excellence? Learn how to lead the way to a more responsible and prosperous future together - https://shorturl.at/klzJL

Markets climb higher despite weaker economic data. Read more https://lnkd.in/gAbhg_8W

Markets shrug off negative data to post substantial gains when least expected. Read more https://bit.ly/3zMW3XG

Markets slightly down as US Q2 earnings kick-off. Read more https://bit.ly/3yQr9Me

Weekly Market Update – 18 July 2022 - Prime Financial Markets slightly down as US Q2 earnings kick-off Global markets were down for the week, though a gain in the Australian Dollar softened the blow, with the MSCI World falling 0.26 per cent in AUD terms. In a similar tone to recent months, stocks continued their volatile trade with big mid-week

Equity markets selloff as amid rising inflationary concerns. Read more https://bit.ly/3tHKNbF

GDP data beats ahead of RBA meeting. Read more https://bit.ly/3MlG8T7

Investors buy the dip despite PMIs weakening. Read more https://bit.ly/38UH1nW

Stocks continue their sell-off, S&P 500 toys with bear market territory. Read more https://bit.ly/39KF0en

Stocks continue their losses, volatility remains high. Read more https://bit.ly/3wjSaYn

Global equity markets continue their gains, Oil drops. Read more https://bit.ly/3DH1Iie

Global equity markets defy hawkish central bank rhetoric. Read more https://bit.ly/36BX4G3

Rates rise as Federal Reserve rhetoric becomes more hawkish. Read more https://bit.ly/3N99NAL

Markets weaker as geopolitical risk weighs on sentiment. Read more https://bit.ly/3vR8NuS

Markets sold off last week with global equities falling -0.8 per cent in AUD terms as investors gauge the recently developed macro events. Read more https://bit.ly/35jQgMP

Volatile market results in the biggest gain & loss recorded in U.S. stock market history. Read more https://bit.ly/3rzaMkR

It was only a matter of time before the Federal Reserve had to admit inflation could no longer be considered transitory. Read more https://bit.ly/3opHjbo

Equities weaker as PMI’s soften and coronavirus cases climb. Read more https://bit.ly/319eKWs

Markets stronger ahead of Federal Reserve Chair announcement. Read more https://bit.ly/3x8KirF

Much has been made about the transitory or persistent inflation debate. Read more https://bit.ly/3oncKSA

Global equity markets were stronger last week with the MSCI World Index rallying +3.2% in AUD terms. Read more https://bit.ly/3030GgW

Global equity markets continued their charge higher last week notching a +0.22% gain as represented by the MSCI World Index in AUD terms. Read more https://bit.ly/3EGQw4u