Archives for December 2015

Prosperity Chinese Client to tackle Sydney to Hobart

Good Luck to Prosperity client Wilson Lee and his crew, on their debut as the first Chinese entry representing Shanghai’s Noahs Sailing Club on ARK323 in the Sydney to Hobart Yacht race this year.Wilson Lee syd to hobart

Prosperity Asia Business Desk Principals Luke Malone and Don Lee wish Skipper Chuanbao Zhao all the best.












The crew of 12 sailors have been drawn from the best China has to offer. They come from all parts of the mainland and are very excited to be part of the race.

Mr Lee said, “We made a decision to enter the Rolex Sydney Hobart because of the nature of the prestigious event and the challenge it presents. It is also one of the ultimate platforms to showcase the Chinese team and the Club’s passion to increase a Chinese presence at international yachting events.”

Mr Wilson Lee has extensive business interests in China including in the hospitality and property sectors and is one of an increasing number of Ultra High Net Wealth Chinese investing in Australia. Mr Lee has been a client of Prosperity’s Asia Desk Team for four years.

Prosperity Director, Luke Malone said, “Our cross border experience has equipped our team with an indepth understanding of the investment, taxation and regulatory frameworks throughout Asia and Australia. Increasingly in demand our bi-lingual team bridges the cultural gap and ensures our clients meet the needs of Australian and Chinese regulators.

Our Gift to You this Christmas

Seasons Greetings 2015 V2

The team at Prosperity are very grateful for your support in 2015. We appreciate the opportunity we have to help create stronger financial futures for our clients. We are also acutely aware of the difficulties being encountered by so many Australian Families. So instead of Christmas cards and the usual trappings this year, we have donated $5,000 to the Kids with Cancer Foundation. This organisation assists doctors, nurses, families and support groups involved with caring for the youngest of children suffering from brain tumours, leukaemia and all other childhood cancers. 100% of our donation has been passed on your behalf to struggling families of kids with cancer and to the children’s hospitals where they are treated.

Christmas comms - Kids with cancer photo

Kids with Cancer Foundation Director, Peter Bodman accepts our donation from Lynley Hukins

A Strong Community Focus

This year we have undertaken an extensive program of giving back to our community through a combination of fundraising, sponsorship and pro-bono work. We are proud to have given support to the following organisations:

  • Kids with Cancer Foundation
  • Canteen
  • Ronald McDonald House
  • Surfest
  • Hunter Medical Research Institute
  • Hunter New England Health Local Health District
  • Youngcare Charity – Brisbane
  • Calvary Mater Pink Precinct
  • Cooks Hill Surf Club
  • Hunter Wetlands Centre Australia
  • Re-New Newcastle Limited
  • Friends of the University of Newcastle

Award Winning Year for the Firm of the Future

It has been a successful 2015 for us at Prosperity. Our firm has continued to display a willingness to grow and innovate to set Prosperity apart from our competitors.

This year Prosperity won the prestigious ‘Fast-Growing Firm of The Year’ award at the Australian Accounting Awards.

The success followed us winning a prestigious Edge Award for HR and Cultural Innovation in Miami, USA. The award was conferred by the Leading Edge Alliance, the second largest international association of accounting firms with 220 member firms globally.

Christmas comms - awards photo

Australian Accounting Awards Presentation

Our People Make the Difference

We were delighted to welcome the addition of Siobhan Sellick and Steve Gagel to our Shareholder Group at the firm this year and add Brendan Campbell and Ruby Cheung to our Associate Director team.

We are investing in our skills and capability to serve our clients. Carefully selected this year we have added an additional 12 new people to our team and celebrated seven internal promotions. Staff amenity and client meeting space in Brisbane has been enhanced with a recent move to larger premises. We are delighted to announce we are also moving to larger, better equipped premises in Kent Street Sydney in February and will upgrade our Newcastle premises during 2016.

Thank you for your much appreciated support and we look forward to working with you again next year.

All the very best to you and your families for the festive season.

The Prosperity Advisers Team


Our Prosperity Advisers Group offices will be closed from 5.00pm Wednesday 23rd December 2015 until 8.30am Monday 4th January 2016. For urgent matters during this time, a priority message service is in place.

Prosperity Salary Packaging and Prosperity Smart Drive clients, please note our office will be open all days excluding public holidays.