Key Discussion Points

September 2024

Victor Smorgon Partner's Global Multi-Strategy Fund Now Available on PrimeConnected

We are thrilled to announce the addition of Victor Smorgon Partner's Global Multi-Strategy Fund to our PrimeConnected platform, which is exclusively available to wholesale clients. This partnership signifies a significant milestone, as it introduces a unique co-investment avenue within PrimeConnected, allowing our investors to participate alongside the Victor Smorgon Group's liquid portfolio. This opportunity provides exposure to various investment themes such as gold, decarbonisation, automation, and capital markets.

With a rich heritage in wealth creation, Victor Smorgon Partners is committed to providing exceptional opportunities for investors to build their generational wealth. We would like to invite all of our clients to explore this collaboration, leveraging our expertise and the esteemed legacy of the Victor Smorgon Group. This partnership promises sustained financial prosperity and a unique investment experience, sign up to PrimeConnected or log in to your account to learn more about this exclusive investment opportunity.

Angelina Rigoli,

General Manager – Wealth

Wealth Management - Advice, Client Service & Experience

Concession Cards –the Key to Unlocking Extra Value

Concession cards offered by the Australian Government, both at the federal and state levels, provide essential financial support to millions of Australians, particularly seniors and pensioners.

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Corporate Actions & Updates

As part of keeping you up to date on the communications that we are discussing with clients, please click below for the most recent notes.

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Sell BGA PPT Buy ORG BHP

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Wealth Management - Advice, Client Service & Experience

Recent Monthly Market Update

Click below to read our recent market update for July, released 15 August.

ATO Focuses on Breaches of Asset Valuation Rules

The ATO has made significant investments in its analytics capability in recent years, leaning heavily on data to identify risky behaviour and trends in non-compliance.

How VCFOs Save SMEs Money

With borrowing costs high, private equity markets remaining cool, and inflation making every single dollar count, the CFO’s cost-saving contributions to small businesses are more valuable than ever before.

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