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PrimeAdvisory

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PrimeAdvisory

PrimeAdvisory’s specialists are with you all the way on your financial journey. From individual an Financial Advisors & Business Accountants

16/07/2026

We’re moving to the heart of Sydney.

After almost 20 years in Chatswood, PrimeAdvisory is setting up a new home in the Sydney CBD, at 68 Pitt Street, from 1 September.

This is an exciting new chapter for us, and a simple promise to our clients: the firm stays exactly what you know. Same team, same approach.

So why the city? A stronger team, drawing talent from across Sydney. Closer ties to the specialists we work with. And our accounting and wealth teams together under one roof.

Built on 20 years. Positioned for the next 20.

Read the full story: primeadvisory.com.au/moving-to-the-heart-of-sydney

16/06/2026

The right platform should make advice better, not just faster.

Angus Rodgers explains why PrimeAdvisory partners with HUB24 Limited, and what that means for the families and executives we look after.

When a complex question comes up, we can pick up the phone and get it solved quickly. When clients need assets moved into a family trust, SMSF or company, the HUB24 in-specie transfer team helps us do it with asset protection and tax outcomes front of mind.

The platform keeps innovating, too. Integrations with Class and MyProsperity mean our systems communicate in the background, so more of our time is spent with you.

Watch Angus explain how good technology and good advice work better together.

We make more possible with your money.

FinancialPlanning

09/06/2026

From 1 July 2028, trustees of discretionary trusts will pay a 30% minimum tax on the trust’s taxable income.

Non-corporate beneficiaries receive a credit for the trustee’s tax. Corporate beneficiaries (the bucket-company strategy many families have used for years) do not.

That makes distributing trust income to a company materially more expensive than it is today.

The Government is offering three years of rollover relief from 1 July 2027 for families who want to restructure out of a discretionary trust into a company or fixed trust. Stamp duty and other state-level implications still need to be worked through, but the runway is real.

If your structure runs through a family trust, this is the change worth talking about first.

Our full take on the 2026 Federal Budget:
https://www.primeadvisory.com.au/2026-federal-budget-summary/

Budget2026

31/05/2026

Division 296 is now law. It applies to super balances over $3 million.

But there’s a one-off opportunity that applies to SMSF members, regardless of your balance.

Before 30 June 2026, you can elect to reset your capital gains tax cost base to the current market value of your super assets. Even if you’re at $500,000.

If your balance ever reaches $3 million, making this election now could save you significantly.

Miss it, and the opportunity is gone.

If your super balance is above $2.5 million, or you expect it to be down the track, get in touch before 30 June.

https://www.primeadvisory.com.au/tax-planning-2026/

20/05/2026

Picking next year’s top-performing asset class is close to impossible.

Take emerging markets. In 2017, they were the best-performing asset class in the world, up 37%. In 2018, they were the worst, down 14%. In 2019, they bounced back with an 18% increase.

One year top. The next year’s bottom. The year after that, back again.

Every asset class does it. Australian shares, international shares, bonds, property, and cash. The leaderboard reshuffles every year, and no one can tell you in January which one will win in December.

That’s why diversification matters more than forecasting.

A diversified portfolio holds a bit of everything. You give up the chance of owning the single top performer, but you also avoid being stuck in the worst one. The ride gets smoother, which matters most when markets wobble and the temptation to sell into cash is strongest.

Investors who move to cash after a fall usually miss the rebound.

Staying diversified is how you stay invested. Staying invested is how you capture the long-term returns.

If your portfolio is heavily tilted towards one asset class, or recent volatility has you thinking about shifting everything to cash, it’s worth a conversation before you act.

12/05/2026

The ATO isn’t just looking for people who broke the rules.

They’re looking for administrative errors. Trust resolutions that weren’t signed in time. Deeds that don’t match how the trust has been run. Distributions where the beneficiary never actually received the money.

If your trust deed is more than five or six years old, it’s worth a review.

If your distribution resolutions aren’t done before 30 June, they can’t be backdated. The trustee pays tax at 47%.

These aren’t things you fix later. They need attention now.

https://www.primeadvisory.com.au/tax-planning-2026/

TaxPlanning

11/05/2026

Cash feels safe. For long-term investors, it often isn’t.

$100,000 invested in a one-year term deposit in 1980, with income distributed, is still worth $100,000 today.

$100,000 in Australian industrial shares over the same period? More than $2.5 million.

The hidden cost of sitting in cash is the growth you forgo. Over time, that’s the difference between a retirement that thrives and one that just survives.

Yes, cash has a role. It’s there for short-term needs, for peace of mind, for genuine emergencies. But as a long-term strategy, it quietly erodes your purchasing power year after year.

The real risk isn’t volatility. It’s inflation outpacing your savings.

We help clients build portfolios that work for the long haul. Let’s make more possible, together.

05/05/2026

Your tax return shows what happened last year.

Tax planning changes what happens this year.

There’s a window between now and 30 June where the right conversation with your advisor can turn a reactive tax bill into a planned outcome.

Forecasts. Permanent savings. Timing strategies. Cash flow clarity. A clear action plan.

That’s what tax planning actually looks like. And it only works if you do it now.

https://www.primeadvisory.com.au/tax-planning-2026/

24/04/2026

Trying to time the market is one of the most expensive mistakes an investor can make.

Here’s why.

A $10,000 investment in Australian shares in 2000, left untouched, grew to $67,752 by 2025. An 8.3% average annual return.

The same investment, missing just the 20 best days? $28,747.

Miss the best 50 days, and your $10,000 actually loses value after inflation.

The catch is that the best days almost always cluster near the worst ones. So the investors who step out during volatility are the same ones who miss the rebound.

Time in the market beats timing the market. Always has.

If you’re unsure whether your investment strategy is built to ride out volatility, let’s talk. It’s possible with Prime.

Address

11/815 Pacific Highway
Sydney, NSW
2067

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://www.primeadvisory.com.au/

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