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WEALTHCRAFT
Time to upgrade. Time is the new currency. More time to spend with clients. Less time spent on administration. Wealthcraft can help you provide a market-leading service to your clients, grow your client base and improve the efficiency of your business. YOUR GUIDE TO INVESTOR PORTAL Up-to-date: Investor Portal provides an aggregated view of your wealth; information at your fingertips.; Mobile: Investor Portal is fast and works on almost any device, to go wherever you go.; Engaging: Investor Portal has simple, interactive screens that present compelling, graphical visualisations. YOUR GUIDE TO INVESTOR PORTAL Up-to-date: Investor Portal provides an aggregated view of your client’s wealth; information at their fingertips.; Mobile: Investor Portal is fast and works on almost any device, to go wherever you go.; Engaging: Investor Portal has simple, interactive screens SETTING UP A CASH BOOK FEED FOR A NAB CASH ACCOUNT Once this is complete, you will need to set up the link between your bank account and your Praemium portfolio. To do this: Login to your portfolio administration and reporting platform. IMPORTANT TAX REPORT CHANGES The introduction of the attribution managed investment trust (AMIT) regime, taking effect more widely in the 2016–2017 tax year, has required the addition of new tax components for trust income transactions, as well as new cost-base adjustments for these unittrusts.
FAQS ABOUT EOFY PROCESSING It includes a list of the most frequently asked questions received by our support staff, and links to a short summary reference guide and a full instruction guide designed to assist system administrators work through the various stages of end of year processing. PRAEMIUM RELEASE NOTIFICATIONS December 2017. 19 December 2017—Platform: New options for importing and exporting data 15 December 2017—SMA: Exciting enhancements to the Praemium SMA 8 December 2017—Platform & SMA: Use portfolio labels to clearly identify your portfolios, and CGT relief information November 2017. 30 November 2017—Platform: New asset class performance report and other new DIGITAL ACCEPTANCE FOR SMA APPLICATIONS You can jump right in and start securing digital acceptances for your SMA applications straight away. But if you prefer to take a look first, we will be holding a live demonstration is early February 2018, where we take you through the end-to-end process and you get the opportunity to ask questions. IMPORTANT UPDATES TO OPTIONS PROCESSING Buy to open; Buy to close; Sell to open; Sell to close. Transactions for options expiring worthless were displayed as Corp.Action.: The transaction type for options that have expired worthless now display as Expiry in reports only.(Note that these transactions will continue to show Corp. Action on screen.) ACCOUNTING FOR AN SMA AS A SINGLE ASSET IN BGL SIMPLE FUND The process . The following is a summary of the steps you need to perform for each stage in the lifecycle of an SMA: that is, commencement, periodic maintenance, and closure.WEALTHCRAFT
Time to upgrade. Time is the new currency. More time to spend with clients. Less time spent on administration. Wealthcraft can help you provide a market-leading service to your clients, grow your client base and improve the efficiency of your business. YOUR GUIDE TO INVESTOR PORTAL Up-to-date: Investor Portal provides an aggregated view of your wealth; information at your fingertips.; Mobile: Investor Portal is fast and works on almost any device, to go wherever you go.; Engaging: Investor Portal has simple, interactive screens that present compelling, graphical visualisations. YOUR GUIDE TO INVESTOR PORTAL Up-to-date: Investor Portal provides an aggregated view of your client’s wealth; information at their fingertips.; Mobile: Investor Portal is fast and works on almost any device, to go wherever you go.; Engaging: Investor Portal has simple, interactive screens SETTING UP A CASH BOOK FEED FOR A NAB CASH ACCOUNT Once this is complete, you will need to set up the link between your bank account and your Praemium portfolio. To do this: Login to your portfolio administration and reporting platform. IMPORTANT TAX REPORT CHANGES The introduction of the attribution managed investment trust (AMIT) regime, taking effect more widely in the 2016–2017 tax year, has required the addition of new tax components for trust income transactions, as well as new cost-base adjustments for these unittrusts.
FAQS ABOUT EOFY PROCESSING It includes a list of the most frequently asked questions received by our support staff, and links to a short summary reference guide and a full instruction guide designed to assist system administrators work through the various stages of end of year processing. PRAEMIUM RELEASE NOTIFICATIONS December 2017. 19 December 2017—Platform: New options for importing and exporting data 15 December 2017—SMA: Exciting enhancements to the Praemium SMA 8 December 2017—Platform & SMA: Use portfolio labels to clearly identify your portfolios, and CGT relief information November 2017. 30 November 2017—Platform: New asset class performance report and other new DIGITAL ACCEPTANCE FOR SMA APPLICATIONS You can jump right in and start securing digital acceptances for your SMA applications straight away. But if you prefer to take a look first, we will be holding a live demonstration is early February 2018, where we take you through the end-to-end process and you get the opportunity to ask questions. IMPORTANT UPDATES TO OPTIONS PROCESSING Buy to open; Buy to close; Sell to open; Sell to close. Transactions for options expiring worthless were displayed as Corp.Action.: The transaction type for options that have expired worthless now display as Expiry in reports only.(Note that these transactions will continue to show Corp. Action on screen.) ACCOUNTING FOR AN SMA AS A SINGLE ASSET IN BGL SIMPLE FUND The process . The following is a summary of the steps you need to perform for each stage in the lifecycle of an SMA: that is, commencement, periodic maintenance, and closure.WEALTHCRAFT
More value for clients. More clients to value. Our market-leading adviser solution can transform your business. Less time on administration, increased efficiency & better service for yourclients.
ACCOUNTING FOR AN SMA AS A SINGLE ASSET IN BGL SIMPLE FUND The process . The following is a summary of the steps you need to perform for each stage in the lifecycle of an SMA: that is, commencement, periodic maintenance, and closure. DIGITAL ACCEPTANCE FOR SMA APPLICATIONS You can jump right in and start securing digital acceptances for your SMA applications straight away. But if you prefer to take a look first, we will be holding a live demonstration is early February 2018, where we take you through the end-to-end process and you get the opportunity to ask questions. OVERVIEW OF TRANSACTION MATCHING Transaction matching is designed to help make sure that your portfolio’s value is accurate for every day within a period. It does this by making it very simple to find and resolve unmatchedtransactions.
PRAEMIUM SKILLS LAB
The following catalog contains details about our upcoming training webinars. The training is delivered remotely by our experienced team, so you can join us from wherever it is you are working. PRAEMIUM RELEASE NOTIFICATIONS December 2017. 19 December 2017—Platform: New options for importing and exporting data 15 December 2017—SMA: Exciting enhancements to the Praemium SMA 8 December 2017—Platform & SMA: Use portfolio labels to clearly identify your portfolios, and CGT relief information November 2017. 30 November 2017—Platform: New asset class performance report and other new DIRECT DEBIT FOR SUPERSMA ACCOUNTS Nominating a direct debit account. Whether you nominate a direct debit bank account during the application stage for new accounts, or complete a Direct Debit Authorisation form for an existing account, the account details will display on the Account type page when you choose Edit account on the Maintain an SMA Account screen.. Once the first direct debit account has been added to this screen IMPORTANT DATES FOR SUPERSMA PROCESSING For new pension clients wishing to receive their first pension payment, prior to June 30, the pension account must have a commencement date (i.e., application processed and funds received)prior to 5
INVESTOR PORTAL BRANDING GUIDELINES The required format for the logo is transparent PNG. The transparency works better with Investor Portal’s sidebar colour (#454749). This colour can be changed to SETTING RULES FOR INCLUDING CUSTOM PAGES IN REPORTS New features. The My custom page function now includes options which give you more flexibility and control when adding custom pages to your reports.. When you click New custom page in Report Builder, the highlighted features shown here now display.. Portfolios to display page for. The Portfolios to display page for drop down list is similar to the option included in our last release forWEALTHCRAFT
Wealthcraft can help you provide a market-leading service to your clients, grow your client base and improve the efficiency of your business. Learn More. Wealthcraft allows us to operate a centralised database, ensuring consistent levels of service for our clients across all our offices. -Trevor Keidan Infinity Financial Solutions. YOUR GUIDE TO INVESTOR PORTAL Your guide to Investor Portal. Investor Portal offers you a window to your portfolio. Up-to-date: Investor Portal provides an aggregated view of your wealth; information at your fingertips. Mobile: Investor Portal is fast and works on almost any device, to go wherever you go. Engaging: Investor Portal has simple, interactive screens that SETTING UP A CASH BOOK FEED FOR A NAB CASH ACCOUNT Fill in the appropriate details making sure that the BSB and Bank Account Number accurately identify your NAB account. Select the cashbook you want the transactions to go to. Click Save. Once this is done and the bank account is set up, there is nothing else you need to do. Just wait for the feed to come in and the chosen cashbook will beupdated.
INTRODUCING NEW ASSET ALLOCATION FEATURES Introducing new asset allocation features. Praemium has released new features for monitoring and reporting on asset allocation, including a new one-page report that: benchmarks asset class returns. calculates a composite index return for comparison with the portfolio’s performance. compares the current and target allocations withdifferent
IMPORTANT UPDATES TO OPTIONS PROCESSING Buy to open; Buy to close; Sell to open; Sell to close. Transactions for options expiring worthless were displayed as Corp.Action.: The transaction type for options that have expired worthless now display as Expiry in reports only.(Note that these transactions will continue to show Corp. Action on screen.) PRAEMIUM TO STAPLE PREVIOUSLY UNSTAPLED SECURITIES Praemium have stapled previously unstapled securities. On Saturday 1st July 2017, the following twelve securities were stapled in our portfolio administration and reporting system: AAD - ARDENT LEISURE GROUP ORDINARY/UNITS FULLY PAID STAPLED SECURITIES. APA - APA GROUP UNITS FULLY PAID STAPLED SECURITIES. APZ - ASPEN GROUP ORDINARY/UNITSFULLY
DIGITAL ACCEPTANCE FOR SMA APPLICATIONS Digital acceptance for SMA applications. Digital acceptance for SMA applications. You can now invite your clients to accept their SMA applications using international standards-based technology. This speeds up the on-boarding of clients and increases the efficiency of investing via the Praemium SMA. IMPORTANT DATES FOR SUPERSMA PROCESSING Electronic payments: must be received by Tuesday 27 June*. Direct Debits: must be received by Friday 23 June. Cheques: funds must be cleared by Tuesday 27 June. We recommend that you check with your bank for clearing times and allow plenty of time for funds to clear ahead of the cut off date. Rollovers* : Please keep in mind that some ACCOUNTING FOR AN SMA AS A SINGLE ASSET IN BGL SIMPLE FUND Closing an SMA that has been treated as a single accounting asset. Perform a full (final) cash or in specie withdrawal from the SMA. This document describes each of the procedural steps in more detail. Click the image for a comprehensive, step-by-step guide to accounting for IMPORTANT TAX REPORT CHANGES The introduction of the attribution managed investment trust (AMIT) regime, taking effect more widely in the 2016–2017 tax year, has required the addition of new tax components for trust income transactions, as well as new cost-base adjustments for these unittrusts.
WEALTHCRAFT
Wealthcraft can help you provide a market-leading service to your clients, grow your client base and improve the efficiency of your business. Learn More. Wealthcraft allows us to operate a centralised database, ensuring consistent levels of service for our clients across all our offices. -Trevor Keidan Infinity Financial Solutions. YOUR GUIDE TO INVESTOR PORTAL Your guide to Investor Portal. Investor Portal offers you a window to your portfolio. Up-to-date: Investor Portal provides an aggregated view of your wealth; information at your fingertips. Mobile: Investor Portal is fast and works on almost any device, to go wherever you go. Engaging: Investor Portal has simple, interactive screens that SETTING UP A CASH BOOK FEED FOR A NAB CASH ACCOUNT Fill in the appropriate details making sure that the BSB and Bank Account Number accurately identify your NAB account. Select the cashbook you want the transactions to go to. Click Save. Once this is done and the bank account is set up, there is nothing else you need to do. Just wait for the feed to come in and the chosen cashbook will beupdated.
INTRODUCING NEW ASSET ALLOCATION FEATURES Introducing new asset allocation features. Praemium has released new features for monitoring and reporting on asset allocation, including a new one-page report that: benchmarks asset class returns. calculates a composite index return for comparison with the portfolio’s performance. compares the current and target allocations withdifferent
IMPORTANT UPDATES TO OPTIONS PROCESSING Buy to open; Buy to close; Sell to open; Sell to close. Transactions for options expiring worthless were displayed as Corp.Action.: The transaction type for options that have expired worthless now display as Expiry in reports only.(Note that these transactions will continue to show Corp. Action on screen.) PRAEMIUM TO STAPLE PREVIOUSLY UNSTAPLED SECURITIES Praemium have stapled previously unstapled securities. On Saturday 1st July 2017, the following twelve securities were stapled in our portfolio administration and reporting system: AAD - ARDENT LEISURE GROUP ORDINARY/UNITS FULLY PAID STAPLED SECURITIES. APA - APA GROUP UNITS FULLY PAID STAPLED SECURITIES. APZ - ASPEN GROUP ORDINARY/UNITSFULLY
DIGITAL ACCEPTANCE FOR SMA APPLICATIONS Digital acceptance for SMA applications. Digital acceptance for SMA applications. You can now invite your clients to accept their SMA applications using international standards-based technology. This speeds up the on-boarding of clients and increases the efficiency of investing via the Praemium SMA. IMPORTANT DATES FOR SUPERSMA PROCESSING Electronic payments: must be received by Tuesday 27 June*. Direct Debits: must be received by Friday 23 June. Cheques: funds must be cleared by Tuesday 27 June. We recommend that you check with your bank for clearing times and allow plenty of time for funds to clear ahead of the cut off date. Rollovers* : Please keep in mind that some ACCOUNTING FOR AN SMA AS A SINGLE ASSET IN BGL SIMPLE FUND Closing an SMA that has been treated as a single accounting asset. Perform a full (final) cash or in specie withdrawal from the SMA. This document describes each of the procedural steps in more detail. Click the image for a comprehensive, step-by-step guide to accounting for IMPORTANT TAX REPORT CHANGES The introduction of the attribution managed investment trust (AMIT) regime, taking effect more widely in the 2016–2017 tax year, has required the addition of new tax components for trust income transactions, as well as new cost-base adjustments for these unittrusts.
WEALTHCRAFT
More value for clients. More clients to value. Our market-leading adviser solution can transform your business. Less time on administration, increased efficiency & better service for yourclients.
PRAEMIUM SKILLS LAB
Praemium Skills Lab. The following catalog contains details about our upcoming training webinars. The training is delivered remotely by our experienced team, so you can join us from wherever it is you are working. Please click to register and we will send you an invitation. IMPORTANT DATES FOR SUPERSMA PROCESSING Electronic payments: must be received by Tuesday 27 June*. Direct Debits: must be received by Friday 23 June. Cheques: funds must be cleared by Tuesday 27 June. We recommend that you check with your bank for clearing times and allow plenty of time for funds to clear ahead of the cut off date. Rollovers* : Please keep in mind that some OVERVIEW OF TRANSACTION MATCHING Transaction matching is designed to help make sure that your portfolio’s value is accurate for every day within a period. It does this by making it very simple to find and resolve unmatchedtransactions.
DIRECT DEBIT FOR SUPERSMA ACCOUNTS Nominating a direct debit account. Whether you nominate a direct debit bank account during the application stage for new accounts, or complete a Direct Debit Authorisation form for an existing account, the account details will display on the Account type page when you choose Edit account on the Maintain an SMA Account screen.. Once the first direct debit account has been added to this screen SETTING RULES FOR INCLUDING CUSTOM PAGES IN REPORTS New features. The My custom page function now includes options which give you more flexibility and control when adding custom pages to your reports.. When you click New custom page in Report Builder, the highlighted features shown here now display.. Portfolios to display page for. The Portfolios to display page for drop down list is similar to the option included in our last release for PRAEMIUM RELEASE NOTIFICATIONS December 2017. 19 December 2017—Platform: New options for importing and exporting data 15 December 2017—SMA: Exciting enhancements to the Praemium SMA 8 December 2017—Platform & SMA: Use portfolio labels to clearly identify your portfolios, and CGT relief information November 2017. 30 November 2017—Platform: New asset class performance report and other new FAQS ABOUT EOFY PROCESSING It includes a list of the most frequently asked questions received by our support staff, and links to a short summary reference guide and a full instruction guide designed to assist system administrators work through the various stages of end of year processing. INVESTOR PORTAL BRANDING GUIDELINES The required format for the logo is transparent PNG. The transparency works better with Investor Portal’s sidebar colour (#454749). This colour can be changed to EOFY CUTOFF DATES FOR SUPERSMA PROCESSING To support your business in the lead up to June 30 we have outlined below important information about the processing cut-off times for SuperSMA (including Pension). Transaction. Cutoff date. New accumulation account application. 27 June 2016. New pension commencements (to receive a pension payment in June) 5 June 2016.WEALTHCRAFT
Wealthcraft can help you provide a market-leading service to your clients, grow your client base and improve the efficiency of your business. Learn More. Wealthcraft allows us to operate a centralised database, ensuring consistent levels of service for our clients across all our offices. -Trevor Keidan Infinity Financial Solutions. YOUR GUIDE TO INVESTOR PORTAL Your guide to Investor Portal. Investor Portal offers you a window to your portfolio. Up-to-date: Investor Portal provides an aggregated view of your wealth; information at your fingertips. Mobile: Investor Portal is fast and works on almost any device, to go wherever you go. Engaging: Investor Portal has simple, interactive screens that SETTING UP A CASH BOOK FEED FOR A NAB CASH ACCOUNT Fill in the appropriate details making sure that the BSB and Bank Account Number accurately identify your NAB account. Select the cashbook you want the transactions to go to. Click Save. Once this is done and the bank account is set up, there is nothing else you need to do. Just wait for the feed to come in and the chosen cashbook will beupdated.
PRAEMIUM RELEASE NOTIFICATIONS December 2017. 19 December 2017—Platform: New options for importing and exporting data 15 December 2017—SMA: Exciting enhancements to the Praemium SMA 8 December 2017—Platform & SMA: Use portfolio labels to clearly identify your portfolios, and CGT relief information November 2017. 30 November 2017—Platform: New asset class performance report and other new INTRODUCING NEW ASSET ALLOCATION FEATURES Introducing new asset allocation features. Praemium has released new features for monitoring and reporting on asset allocation, including a new one-page report that: benchmarks asset class returns. calculates a composite index return for comparison with the portfolio’s performance. compares the current and target allocations withdifferent
IMPORTANT UPDATES TO OPTIONS PROCESSING Buy to open; Buy to close; Sell to open; Sell to close. Transactions for options expiring worthless were displayed as Corp.Action.: The transaction type for options that have expired worthless now display as Expiry in reports only.(Note that these transactions will continue to show Corp. Action on screen.) IMPORTANT TAX REPORT CHANGES Subtracted. No. AMIT cost base net amount - excess. The excess amount, as calculated under paragraph 104-107C (a) ITAA 1997. Both the cost base and the reduced cost base of the underlying CGT asset are decreased by this amount. No impact. Yes. AMIT cost base net amount -shortfall.
DIGITAL ACCEPTANCE FOR SMA APPLICATIONS Digital acceptance for SMA applications. Digital acceptance for SMA applications. You can now invite your clients to accept their SMA applications using international standards-based technology. This speeds up the on-boarding of clients and increases the efficiency of investing via the Praemium SMA. ACCOUNTING FOR AN SMA AS A SINGLE ASSET IN BGL SIMPLE FUND Closing an SMA that has been treated as a single accounting asset. Perform a full (final) cash or in specie withdrawal from the SMA. This document describes each of the procedural steps in more detail. Click the image for a comprehensive, step-by-step guide to accounting for FAQS ABOUT EOFY PROCESSING It includes a list of the most frequently asked questions received by our support staff, and links to a short summary reference guide and a full instruction guide designed to assist system administrators work through the various stages of end of year processing.WEALTHCRAFT
Wealthcraft can help you provide a market-leading service to your clients, grow your client base and improve the efficiency of your business. Learn More. Wealthcraft allows us to operate a centralised database, ensuring consistent levels of service for our clients across all our offices. -Trevor Keidan Infinity Financial Solutions. YOUR GUIDE TO INVESTOR PORTAL Your guide to Investor Portal. Investor Portal offers you a window to your portfolio. Up-to-date: Investor Portal provides an aggregated view of your wealth; information at your fingertips. Mobile: Investor Portal is fast and works on almost any device, to go wherever you go. Engaging: Investor Portal has simple, interactive screens that SETTING UP A CASH BOOK FEED FOR A NAB CASH ACCOUNT Fill in the appropriate details making sure that the BSB and Bank Account Number accurately identify your NAB account. Select the cashbook you want the transactions to go to. Click Save. Once this is done and the bank account is set up, there is nothing else you need to do. Just wait for the feed to come in and the chosen cashbook will beupdated.
PRAEMIUM RELEASE NOTIFICATIONS December 2017. 19 December 2017—Platform: New options for importing and exporting data 15 December 2017—SMA: Exciting enhancements to the Praemium SMA 8 December 2017—Platform & SMA: Use portfolio labels to clearly identify your portfolios, and CGT relief information November 2017. 30 November 2017—Platform: New asset class performance report and other new INTRODUCING NEW ASSET ALLOCATION FEATURES Introducing new asset allocation features. Praemium has released new features for monitoring and reporting on asset allocation, including a new one-page report that: benchmarks asset class returns. calculates a composite index return for comparison with the portfolio’s performance. compares the current and target allocations withdifferent
IMPORTANT UPDATES TO OPTIONS PROCESSING Buy to open; Buy to close; Sell to open; Sell to close. Transactions for options expiring worthless were displayed as Corp.Action.: The transaction type for options that have expired worthless now display as Expiry in reports only.(Note that these transactions will continue to show Corp. Action on screen.) IMPORTANT TAX REPORT CHANGES Subtracted. No. AMIT cost base net amount - excess. The excess amount, as calculated under paragraph 104-107C (a) ITAA 1997. Both the cost base and the reduced cost base of the underlying CGT asset are decreased by this amount. No impact. Yes. AMIT cost base net amount -shortfall.
DIGITAL ACCEPTANCE FOR SMA APPLICATIONS Digital acceptance for SMA applications. Digital acceptance for SMA applications. You can now invite your clients to accept their SMA applications using international standards-based technology. This speeds up the on-boarding of clients and increases the efficiency of investing via the Praemium SMA. ACCOUNTING FOR AN SMA AS A SINGLE ASSET IN BGL SIMPLE FUND Closing an SMA that has been treated as a single accounting asset. Perform a full (final) cash or in specie withdrawal from the SMA. This document describes each of the procedural steps in more detail. Click the image for a comprehensive, step-by-step guide to accounting for FAQS ABOUT EOFY PROCESSING It includes a list of the most frequently asked questions received by our support staff, and links to a short summary reference guide and a full instruction guide designed to assist system administrators work through the various stages of end of year processing.PRAEMIUM SKILLS LAB
Praemium Skills Lab. The following catalog contains details about our upcoming training webinars. The training is delivered remotely by our experienced team, so you can join us from wherever it is you are working. Please click to register and we will send you an invitation. PRAEMIUM RELEASE NOTIFICATIONS December 2017. 19 December 2017—Platform: New options for importing and exporting data 15 December 2017—SMA: Exciting enhancements to the Praemium SMA 8 December 2017—Platform & SMA: Use portfolio labels to clearly identify your portfolios, and CGT relief information November 2017. 30 November 2017—Platform: New asset class performance report and other new OVERVIEW OF TRANSACTION MATCHING Transaction matching is designed to help make sure that your portfolio’s value is accurate for every day within a period. It does this by making it very simple to find and resolve unmatchedtransactions.
REPORT PUBLISHER
Set who can see the Report publisher menu. Administrators can set the minimum user level to see the menu from the Service maintenance screen. For example, set the minimum user level to 2 to allow all internal users to view the menu where they can:. Create ‘individual’ events that PRAEMIUM TO STAPLE PREVIOUSLY UNSTAPLED SECURITIES Praemium have stapled previously unstapled securities. On Saturday 1st July 2017, the following twelve securities were stapled in our portfolio administration and reporting system: AAD - ARDENT LEISURE GROUP ORDINARY/UNITS FULLY PAID STAPLED SECURITIES. APA - APA GROUP UNITS FULLY PAID STAPLED SECURITIES. APZ - ASPEN GROUP ORDINARY/UNITSFULLY
DIGITAL ACCEPTANCE FOR SMA APPLICATIONS Digital acceptance for SMA applications. Digital acceptance for SMA applications. You can now invite your clients to accept their SMA applications using international standards-based technology. This speeds up the on-boarding of clients and increases the efficiency of investing via the Praemium SMA. IMPORTANT DATES FOR SUPERSMA PROCESSING Electronic payments: must be received by Tuesday 27 June*. Direct Debits: must be received by Friday 23 June. Cheques: funds must be cleared by Tuesday 27 June. We recommend that you check with your bank for clearing times and allow plenty of time for funds to clear ahead of the cut off date. Rollovers* : Please keep in mind that some INVESTOR PORTAL BRANDING GUIDELINES The required format for the logo is transparent PNG. The transparency works better with Investor Portal’s sidebar colour (#454749). This colour can be changed to BRANDING GUIDELINES AND NEW FEATURES FOR INVESTOR PORTAL Branding guidelines. If you're yet to promote Investor Portal to your investors, or would like to increase brand recognition within your client group, refer to our Investor Portal branding gudelines for more information on using your own colours and logos. EOFY CUTOFF DATES FOR SUPERSMA PROCESSING To support your business in the lead up to June 30 we have outlined below important information about the processing cut-off times for SuperSMA (including Pension). Transaction. Cutoff date. New accumulation account application. 27 June 2016. New pension commencements (to receive a pension payment in June) 5 June 2016.WEALTHCRAFT
Wealthcraft can help you provide a market-leading service to your clients, grow your client base and improve the efficiency of your business. Learn More. Wealthcraft allows us to operate a centralised database, ensuring consistent levels of service for our clients across all our offices. -Trevor Keidan Infinity Financial Solutions. YOUR GUIDE TO INVESTOR PORTAL Your guide to Investor Portal. Investor Portal offers you a window to your portfolio. Up-to-date: Investor Portal provides an aggregated view of your wealth; information at your fingertips. Mobile: Investor Portal is fast and works on almost any device, to go wherever you go. Engaging: Investor Portal has simple, interactive screens that SETTING UP A CASH BOOK FEED FOR A NAB CASH ACCOUNT Fill in the appropriate details making sure that the BSB and Bank Account Number accurately identify your NAB account. Select the cashbook you want the transactions to go to. Click Save. Once this is done and the bank account is set up, there is nothing else you need to do. Just wait for the feed to come in and the chosen cashbook will beupdated.
PRAEMIUM RELEASE NOTIFICATIONS December 2017. 19 December 2017—Platform: New options for importing and exporting data 15 December 2017—SMA: Exciting enhancements to the Praemium SMA 8 December 2017—Platform & SMA: Use portfolio labels to clearly identify your portfolios, and CGT relief information November 2017. 30 November 2017—Platform: New asset class performance report and other new INTRODUCING NEW ASSET ALLOCATION FEATURES Introducing new asset allocation features. Praemium has released new features for monitoring and reporting on asset allocation, including a new one-page report that: benchmarks asset class returns. calculates a composite index return for comparison with the portfolio’s performance. compares the current and target allocations withdifferent
IMPORTANT UPDATES TO OPTIONS PROCESSING Buy to open; Buy to close; Sell to open; Sell to close. Transactions for options expiring worthless were displayed as Corp.Action.: The transaction type for options that have expired worthless now display as Expiry in reports only.(Note that these transactions will continue to show Corp. Action on screen.) IMPORTANT TAX REPORT CHANGES Subtracted. No. AMIT cost base net amount - excess. The excess amount, as calculated under paragraph 104-107C (a) ITAA 1997. Both the cost base and the reduced cost base of the underlying CGT asset are decreased by this amount. No impact. Yes. AMIT cost base net amount -shortfall.
DIGITAL ACCEPTANCE FOR SMA APPLICATIONS Digital acceptance for SMA applications. Digital acceptance for SMA applications. You can now invite your clients to accept their SMA applications using international standards-based technology. This speeds up the on-boarding of clients and increases the efficiency of investing via the Praemium SMA. ACCOUNTING FOR AN SMA AS A SINGLE ASSET IN BGL SIMPLE FUND Closing an SMA that has been treated as a single accounting asset. Perform a full (final) cash or in specie withdrawal from the SMA. This document describes each of the procedural steps in more detail. Click the image for a comprehensive, step-by-step guide to accounting for FAQS ABOUT EOFY PROCESSING It includes a list of the most frequently asked questions received by our support staff, and links to a short summary reference guide and a full instruction guide designed to assist system administrators work through the various stages of end of year processing.WEALTHCRAFT
Wealthcraft can help you provide a market-leading service to your clients, grow your client base and improve the efficiency of your business. Learn More. Wealthcraft allows us to operate a centralised database, ensuring consistent levels of service for our clients across all our offices. -Trevor Keidan Infinity Financial Solutions. YOUR GUIDE TO INVESTOR PORTAL Your guide to Investor Portal. Investor Portal offers you a window to your portfolio. Up-to-date: Investor Portal provides an aggregated view of your wealth; information at your fingertips. Mobile: Investor Portal is fast and works on almost any device, to go wherever you go. Engaging: Investor Portal has simple, interactive screens that SETTING UP A CASH BOOK FEED FOR A NAB CASH ACCOUNT Fill in the appropriate details making sure that the BSB and Bank Account Number accurately identify your NAB account. Select the cashbook you want the transactions to go to. Click Save. Once this is done and the bank account is set up, there is nothing else you need to do. Just wait for the feed to come in and the chosen cashbook will beupdated.
PRAEMIUM RELEASE NOTIFICATIONS December 2017. 19 December 2017—Platform: New options for importing and exporting data 15 December 2017—SMA: Exciting enhancements to the Praemium SMA 8 December 2017—Platform & SMA: Use portfolio labels to clearly identify your portfolios, and CGT relief information November 2017. 30 November 2017—Platform: New asset class performance report and other new INTRODUCING NEW ASSET ALLOCATION FEATURES Introducing new asset allocation features. Praemium has released new features for monitoring and reporting on asset allocation, including a new one-page report that: benchmarks asset class returns. calculates a composite index return for comparison with the portfolio’s performance. compares the current and target allocations withdifferent
IMPORTANT UPDATES TO OPTIONS PROCESSING Buy to open; Buy to close; Sell to open; Sell to close. Transactions for options expiring worthless were displayed as Corp.Action.: The transaction type for options that have expired worthless now display as Expiry in reports only.(Note that these transactions will continue to show Corp. Action on screen.) IMPORTANT TAX REPORT CHANGES Subtracted. No. AMIT cost base net amount - excess. The excess amount, as calculated under paragraph 104-107C (a) ITAA 1997. Both the cost base and the reduced cost base of the underlying CGT asset are decreased by this amount. No impact. Yes. AMIT cost base net amount -shortfall.
DIGITAL ACCEPTANCE FOR SMA APPLICATIONS Digital acceptance for SMA applications. Digital acceptance for SMA applications. You can now invite your clients to accept their SMA applications using international standards-based technology. This speeds up the on-boarding of clients and increases the efficiency of investing via the Praemium SMA. ACCOUNTING FOR AN SMA AS A SINGLE ASSET IN BGL SIMPLE FUND Closing an SMA that has been treated as a single accounting asset. Perform a full (final) cash or in specie withdrawal from the SMA. This document describes each of the procedural steps in more detail. Click the image for a comprehensive, step-by-step guide to accounting for FAQS ABOUT EOFY PROCESSING It includes a list of the most frequently asked questions received by our support staff, and links to a short summary reference guide and a full instruction guide designed to assist system administrators work through the various stages of end of year processing.PRAEMIUM SKILLS LAB
Praemium Skills Lab. The following catalog contains details about our upcoming training webinars. The training is delivered remotely by our experienced team, so you can join us from wherever it is you are working. Please click to register and we will send you an invitation. PRAEMIUM RELEASE NOTIFICATIONS December 2017. 19 December 2017—Platform: New options for importing and exporting data 15 December 2017—SMA: Exciting enhancements to the Praemium SMA 8 December 2017—Platform & SMA: Use portfolio labels to clearly identify your portfolios, and CGT relief information November 2017. 30 November 2017—Platform: New asset class performance report and other new OVERVIEW OF TRANSACTION MATCHING Transaction matching is designed to help make sure that your portfolio’s value is accurate for every day within a period. It does this by making it very simple to find and resolve unmatchedtransactions.
REPORT PUBLISHER
Set who can see the Report publisher menu. Administrators can set the minimum user level to see the menu from the Service maintenance screen. For example, set the minimum user level to 2 to allow all internal users to view the menu where they can:. Create ‘individual’ events that PRAEMIUM TO STAPLE PREVIOUSLY UNSTAPLED SECURITIES Praemium have stapled previously unstapled securities. On Saturday 1st July 2017, the following twelve securities were stapled in our portfolio administration and reporting system: AAD - ARDENT LEISURE GROUP ORDINARY/UNITS FULLY PAID STAPLED SECURITIES. APA - APA GROUP UNITS FULLY PAID STAPLED SECURITIES. APZ - ASPEN GROUP ORDINARY/UNITSFULLY
DIGITAL ACCEPTANCE FOR SMA APPLICATIONS Digital acceptance for SMA applications. Digital acceptance for SMA applications. You can now invite your clients to accept their SMA applications using international standards-based technology. This speeds up the on-boarding of clients and increases the efficiency of investing via the Praemium SMA. IMPORTANT DATES FOR SUPERSMA PROCESSING Electronic payments: must be received by Tuesday 27 June*. Direct Debits: must be received by Friday 23 June. Cheques: funds must be cleared by Tuesday 27 June. We recommend that you check with your bank for clearing times and allow plenty of time for funds to clear ahead of the cut off date. Rollovers* : Please keep in mind that some INVESTOR PORTAL BRANDING GUIDELINES The required format for the logo is transparent PNG. The transparency works better with Investor Portal’s sidebar colour (#454749). This colour can be changed to BRANDING GUIDELINES AND NEW FEATURES FOR INVESTOR PORTAL Branding guidelines. If you're yet to promote Investor Portal to your investors, or would like to increase brand recognition within your client group, refer to our Investor Portal branding gudelines for more information on using your own colours and logos. EOFY CUTOFF DATES FOR SUPERSMA PROCESSING To support your business in the lead up to June 30 we have outlined below important information about the processing cut-off times for SuperSMA (including Pension). Transaction. Cutoff date. New accumulation account application. 27 June 2016. New pension commencements (to receive a pension payment in June) 5 June 2016.WEALTHCRAFT
Wealthcraft can help you provide a market-leading service to your clients, grow your client base and improve the efficiency of your business. Learn More. Wealthcraft allows us to operate a centralised database, ensuring consistent levels of service for our clients across all our offices. -Trevor Keidan Infinity Financial Solutions. YOUR GUIDE TO INVESTOR PORTAL Client Guide to Investor Portal. This is a handy guide you can provide to your clients. It has instructions on how they can: log in to Investor Portal. view more than one account. view valuations, assets and performance. see your contact details. It also provides the answers to the most common questions they will have about thisproduct.
YOUR GUIDE TO INVESTOR PORTAL Your guide to Investor Portal. Investor Portal offers you a window to your portfolio. Up-to-date: Investor Portal provides an aggregated view of your wealth; information at your fingertips. Mobile: Investor Portal is fast and works on almost any device, to go wherever you go. Engaging: Investor Portal has simple, interactive screens thatPRAEMIUM SKILLS LAB
Praemium Skills Lab. The following catalog contains details about our upcoming training webinars. The training is delivered remotely by our experienced team, so you can join us from wherever it is you are working. Please click to register and we will send you an invitation. IMPORTANT UPDATES TO OPTIONS PROCESSING Buy to open; Buy to close; Sell to open; Sell to close. Transactions for options expiring worthless were displayed as Corp.Action.: The transaction type for options that have expired worthless now display as Expiry in reports only.(Note that these transactions will continue to show Corp. Action on screen.) INVESTOR PORTAL BRANDING GUIDELINES The required format for the logo is transparent PNG. The transparency works better with Investor Portal’s sidebar colour (#454749). This colour can be changed to PRAEMIUM RELEASE NOTIFICATIONS December 2017. 19 December 2017—Platform: New options for importing and exporting data 15 December 2017—SMA: Exciting enhancements to the Praemium SMA 8 December 2017—Platform & SMA: Use portfolio labels to clearly identify your portfolios, and CGT relief information November 2017. 30 November 2017—Platform: New asset class performance report and other new IMPORTANT TAX REPORT CHANGES Subtracted. No. AMIT cost base net amount - excess. The excess amount, as calculated under paragraph 104-107C (a) ITAA 1997. Both the cost base and the reduced cost base of the underlying CGT asset are decreased by this amount. No impact. Yes. AMIT cost base net amount -shortfall.
ACCOUNTING FOR AN SMA AS A SINGLE ASSET IN BGL SIMPLE FUND Closing an SMA that has been treated as a single accounting asset. Perform a full (final) cash or in specie withdrawal from the SMA. This document describes each of the procedural steps in more detail. Click the image for a comprehensive, step-by-step guide to accounting for DIGITAL ACCEPTANCE FOR SMA APPLICATIONS Digital acceptance for SMA applications. Digital acceptance for SMA applications. You can now invite your clients to accept their SMA applications using international standards-based technology. This speeds up the on-boarding of clients and increases the efficiency of investing via the Praemium SMA.WEALTHCRAFT
Wealthcraft can help you provide a market-leading service to your clients, grow your client base and improve the efficiency of your business. Learn More. Wealthcraft allows us to operate a centralised database, ensuring consistent levels of service for our clients across all our offices. -Trevor Keidan Infinity Financial Solutions. YOUR GUIDE TO INVESTOR PORTAL Client Guide to Investor Portal. This is a handy guide you can provide to your clients. It has instructions on how they can: log in to Investor Portal. view more than one account. view valuations, assets and performance. see your contact details. It also provides the answers to the most common questions they will have about thisproduct.
YOUR GUIDE TO INVESTOR PORTAL Your guide to Investor Portal. Investor Portal offers you a window to your portfolio. Up-to-date: Investor Portal provides an aggregated view of your wealth; information at your fingertips. Mobile: Investor Portal is fast and works on almost any device, to go wherever you go. Engaging: Investor Portal has simple, interactive screens thatPRAEMIUM SKILLS LAB
Praemium Skills Lab. The following catalog contains details about our upcoming training webinars. The training is delivered remotely by our experienced team, so you can join us from wherever it is you are working. Please click to register and we will send you an invitation. IMPORTANT UPDATES TO OPTIONS PROCESSING Buy to open; Buy to close; Sell to open; Sell to close. Transactions for options expiring worthless were displayed as Corp.Action.: The transaction type for options that have expired worthless now display as Expiry in reports only.(Note that these transactions will continue to show Corp. Action on screen.) INVESTOR PORTAL BRANDING GUIDELINES The required format for the logo is transparent PNG. The transparency works better with Investor Portal’s sidebar colour (#454749). This colour can be changed to PRAEMIUM RELEASE NOTIFICATIONS December 2017. 19 December 2017—Platform: New options for importing and exporting data 15 December 2017—SMA: Exciting enhancements to the Praemium SMA 8 December 2017—Platform & SMA: Use portfolio labels to clearly identify your portfolios, and CGT relief information November 2017. 30 November 2017—Platform: New asset class performance report and other new IMPORTANT TAX REPORT CHANGES Subtracted. No. AMIT cost base net amount - excess. The excess amount, as calculated under paragraph 104-107C (a) ITAA 1997. Both the cost base and the reduced cost base of the underlying CGT asset are decreased by this amount. No impact. Yes. AMIT cost base net amount -shortfall.
ACCOUNTING FOR AN SMA AS A SINGLE ASSET IN BGL SIMPLE FUND Closing an SMA that has been treated as a single accounting asset. Perform a full (final) cash or in specie withdrawal from the SMA. This document describes each of the procedural steps in more detail. Click the image for a comprehensive, step-by-step guide to accounting for DIGITAL ACCEPTANCE FOR SMA APPLICATIONS Digital acceptance for SMA applications. Digital acceptance for SMA applications. You can now invite your clients to accept their SMA applications using international standards-based technology. This speeds up the on-boarding of clients and increases the efficiency of investing via the Praemium SMA.PRAEMIUM SKILLS LAB
Praemium Skills Lab. The following catalog contains details about our upcoming training webinars. The training is delivered remotely by our experienced team, so you can join us from wherever it is you are working. Please click to register and we will send you an invitation. IMPORTANT UPDATES TO OPTIONS PROCESSING Buy to open; Buy to close; Sell to open; Sell to close. Transactions for options expiring worthless were displayed as Corp.Action.: The transaction type for options that have expired worthless now display as Expiry in reports only.(Note that these transactions will continue to show Corp. Action on screen.) IMPORTANT DATES FOR SUPERSMA PROCESSING Electronic payments: must be received by Tuesday 27 June*. Direct Debits: must be received by Friday 23 June. Cheques: funds must be cleared by Tuesday 27 June. We recommend that you check with your bank for clearing times and allow plenty of time for funds to clear ahead of the cut off date. Rollovers* : Please keep in mind that someREPORT PUBLISHER
Set who can see the Report publisher menu. Administrators can set the minimum user level to see the menu from the Service maintenance screen. For example, set the minimum user level to 2 to allow all internal users to view the menu where they can:. Create ‘individual’ events that OVERVIEW OF TRANSACTION MATCHING Transaction matching is designed to help make sure that your portfolio’s value is accurate for every day within a period. It does this by making it very simple to find and resolve unmatchedtransactions.
PRAEMIUM RELEASE NOTIFICATIONS December 2017. 19 December 2017—Platform: New options for importing and exporting data 15 December 2017—SMA: Exciting enhancements to the Praemium SMA 8 December 2017—Platform & SMA: Use portfolio labels to clearly identify your portfolios, and CGT relief information November 2017. 30 November 2017—Platform: New asset class performance report and other new INVESTOR PORTAL BRANDING GUIDELINES The required format for the logo is transparent PNG. The transparency works better with Investor Portal’s sidebar colour (#454749). This colour can be changed to FAQS ABOUT EOFY PROCESSING It includes a list of the most frequently asked questions received by our support staff, and links to a short summary reference guide and a full instruction guide designed to assist system administrators work through the various stages of end of year processing. BRANDING GUIDELINES AND NEW FEATURES FOR INVESTOR PORTAL Branding guidelines. If you're yet to promote Investor Portal to your investors, or would like to increase brand recognition within your client group, refer to our Investor Portal branding gudelines for more information on using your own colours and logos. EOFY CUTOFF DATES FOR SUPERSMA PROCESSING To support your business in the lead up to June 30 we have outlined below important information about the processing cut-off times for SuperSMA (including Pension). Transaction. Cutoff date. New accumulation account application. 27 June 2016. New pension commencements (to receive a pension payment in June) 5 June 2016.Login
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Access the Praemium Platform right here! WELCOME TO THE UPGRADE Ride the new wave of technologyWatch Video
Ride the new wave of technology THE NEXT GENERATION INVESTMENT PLATFORM Manage your business and all your clients, on one integrated ManagedAccounts platform.
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CLIENT-CENTRIC TECHNOLOGY DESIGNED FOR YOUR BUSINESS The old way of doing things just won’t cut it anymore. Find out how our next-gen platform is leading the way in managed accounts. Find out about our technology Praemium delivers so much more than a state-of-the-art platform. Charlie Ransom, HartleysNEWS & INSIGHTS
See all News & Insights PRAEMIUM PLATFORM ON THE RISE One year on from the successful release of its award-winning next-generation Managed Accounts platform, Praemium has leapt into the top four in the 2019 Investment Trends Platform Benchmarking Report.Read article
PRAEMIUM'S NEW REPORTS PROVIDE GREATER INSIGHT FOR CLIENTS Praemium's latest release includes new reports ranging from simple, concise and visual to more sophisticated detailed information allowing for enhanced engagement and more meaningful strategic conversations between advisers and their clients.Read article
GROWTH IN ESG INVESTMENT, AN OPPORTUNITY FOR ADVISERS Following a summer of catastrophic natural disasters, climate change and humankind’s impact on the environment has become a daily headline topic. Whilst the adoption of ethical investment solutions has been on the rise over the past decade, the intensified media coverage has prompted more Australians to look for ways to lessen their environmental footprint, including how their investments may be contributing to these events.Read article
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