PrimeAccounting, PrimeWealth, PrimeAudit, ThePrimeAdvisoryGroup, Chatswood, NSW, Australia

PrimeWrap keeps all your investments (not just for your SMSF) in one central place online and makes reviewing your total portfolio easy. Introduced in late 2009, PrimeWrap is our proprietary online reporting service that automatically updates ASX shares and managed funds on a daily basis. Other assets you may have, are updated manually by your PrimeWrap portfolio manager whenever your statements become available.

• your fund's documents come to us and are scanned in to a secure electronic location
• all of the fund's transactions are recorded in our portfolio management software
• we complete all paperwork required by the fund throughout the year
• each fund receives a Macquarie Cash Management account through which to transact
• trade through Australia's leading brokers with access to research
  
• a year end tax report is produced by our software
• valuation of the fund’s property each year
  
• notification that one of our accountants has started preparing your yearend tax work
• Annual Financial Statement and Income Tax returns are given to you for review and sign off
• our Auditor then proceeds to audit the Financial Statements as required
• the tax return is lodged and either the refund banked or the tax is paid

• more time to do the things you enjoy doing
• no more administration and paperwork, we become your post box
• annual fees paid in monthly instalments to help your cashflow
• no more organising documents at tax time
• you have online access to up date your portfolio, check valuations and view other reports
• simple fee structure, you know your  annual costs in advance
• contributions' tracking to avoid any excess Contributions Tax
• we may be able to identify improvements to your  superfund
• optional extras such as advice and insurance available

Suitability

• clients with investment assets of more than $500k (not including your family home)
• SMSFs of any size (usually >$300k but not always)

For more information on PrimeWrap, please contact Hugo Furzer or Ben Fox or  make an appointment