A game changer for SMSFs
Welcome to a new way to manage your SMSF.
In an industry-first partnership, Prime Financial, Stock Doctor and Bell Direct are joining forces, aligning our three market-leading platforms to offer one integrated solution, tailored for SMSFs. The reality for many self-directed investors is that they are using a range of tools and platforms to manage their SMSFs. In most cases, these tools do not interact with each other.
For the first time, we are bringing together a suite of professional-grade tools that will empower SMSF trustees with access to best-in-class research, portfolio management, administration and execution - all in one place.
Keeping the right company
For over two decades, we have helped self-directed investors achieve their long-term financial goals. Our mission is to help every investor be successful over the long term with control and confidence.
We have now found two partners that come with the same beliefs, values and genuine commitment to helping investors - Bell Direct & Stock Doctor.
Together we are offering a holistic, client-centric, expert-led solution, allowing you to:
- identify investment opportunities – with market-leading stock research
- manage your portfolios with total control and confidence
- effortlessly put your decisions into action – with your fully integrated Bell Direct trading account
- save time – with innovative and specialised SMSF administration.
SMSF trustees can access an integrated suite of tools to build and manage their portfolio; identify and execute investment decisions; and monitor everything in real-time, with all the paperwork taken care of.
Your personal concierge
We’ve made getting to know these new platforms really simple by establishing a personalised concierge service to help you access, set up and maximise the potential of these three best-in-class solutions.
This personal guide will ensure each and every SMSF trustee gets a solution that is right for you.
Getting started is as easy as one, two, three. Just complete the form below, connect with your personal concierge, and take advantage of our exclusive offers that will help you refresh and revamp your SMSF.
Testimonials
Stock Doctor provides me with all the fundamental analysis I require to make my investment decisions. Everything I need is at my fingertips at an instant, saving me hours of research.
Donald SutherlandStock Doctor Member (14+ years)
I am very pleased with Prime. I have called my adviser when I have questions and have always received prompt replies and all of the support I needed.
Bob & Denise
NSW
I manage my own SMSF and spend most trading days keeping up to speech with Bell Direct. Lots of information and ideas and for a reasonable brokerage fee. A customer for over 10 years and have recommended Bell Direct to many friends.
Finching 123
Sydney, NSW
