coming soon! v-wrap lite & multi currency at portfolio level!

We are very pleased to announce that in response to client feedback, we will soon be launching V-Wrap Lite!

V-Wrap Lite is a ‘lighter’ version of V-Wrap and is designed for those portfolios that only have a few assets and do not require the corporate action and dividend functionalities.

Except for the corporate action and dividend functionalities, V-Wrap Lite will offer all the other great benefits of the current V-Wrap offering for the low price of $50 (exc GST) per portfolio per annum.

V-Wrap Lite will be launched early in 2010, so keep your eye out in future editions of the newsletter for more information.

Another development we are excited to announce is that our multi currency functionality within V-Wrap will shortly be available at portfolio level.

Currently, the multi currency functionality is a feature that is switched on at the service level. This means all portfolios within a service are impacted, not just those portfolios with international equities. This also means additional data entry is currently required for all transactions, whether they are domestic or international.

Introducing multi currency at portfolio level will allow you to switch on the functionality for the appropriate portfolios only.

Multi currency functionality at portfolio level will be launched early in 2010, around the same time as V-Wrap Lite, for the price of $100 (exc GST) per portfolio per annum^*.

To register your interest in either V-Wrap Lite or multi currency functionality at portfolio level, please email the Client Services Team on mail@praemium.com.au .

^{*In addition to the V-Wrap’s charge of $240 (ex GST) per portfolio per annum.}

introducing portfolio trader; our new online version of p-desktop

To keep up the good news, our new online version of p-Desktop is now available! Portfolio Trader offers many of the great features of p-Desktop including:

Live, on demand or 20-minute delay market data;
Real-time portfolio reporting including valuations, performance, realised and unrealised capital gains; and
The ability to white-label (rebrand) the service.

Some of the features which may make Portfolio Trader an ideal choice for you and your clients are that:

It is accessible via a web-browser so no installation is needed;
It can be linked to your own website; and
It can be run on any browser with SilverLight support, including Netscape and Safari on Macintosh and Unix platforms.

Portfolio Trader

Portfolio Trader can be offered as an alternative to or in conjunction with p-Desktop. Please note that Portfolio Trader does not have the Adviser Review Tools currently available in p-Desktop.

For more information and/or a demonstration of Portfolio Trader, contact your local State Manager on 1800 702 488 or email the Client Services Team at mail@praemium.com.au .

v-wrap enhancements!

The following V-Wrap enhancements have been made recently:

Changes to the data upload process – V-Wrap’s default upload templates can now be downloaded directly from the screen instead of being emailed to the user’s email address.

Changes to the cash upload template – 2 new columns have been added to allow users to upload cash transactions into specific cash books for specified portfolios, without having to set up a Bank Link or having to enter a BSB and Account Number in the spreadsheet.
Application security changes – a few changes have been made to V-Wrap that are designed to improve the application’s security. These changes are explained in a document under System Messages.

A message has been sent out to Level 12 users regarding these enhancements. Please ensure that all users in your service are notified of these changes where you deem necessary.

For more information, please contact the Client Service Team via email at mail@praemium.com.au .

webinar – BGL 998 account

The BGL 998 Account Webinar that was initially scheduled to take place on Wednesday, 21 October 2009 has been rescheduled to:

Date: Thursday, 10 December 2009 Time: 11 – 11.45 am

For those who have previously registered for this webinar, we apologise for the delays. The webinar has been rescheduled to ensure that the BGL product releases have been finalised and that we can therefore provide a clear explanation of the 998 account.

There is no charge to attend our webinar service, however, you must register. To register for this session, click here.

praemium business solutions conference – 10 March 2010

Make sure you have diarised 10 March 2010 in your calendar.

The Praemium Business Solutions Conference will offer some new ideas and potential solutions for your business as it faces key issues as a result of the Global Financial Crisis and Government pressure for pricing structure changes.

Some of the topics that will be addressed during this conference include:

Economic briefing by Dr Don Stammer;
Practice development and sales management;
Effective marketing and communication;
Business structuring and pricing;
Technology solutions;
Outsourcing solutions; and
Innovations and future direction.

If you haven’t already done it, make sure you add these details to your calendar:

When: Wednesday, 10 March 2010
Time: 8.45am – 5pm
Venue: Star City Sydney
Cost: $50 (GST inclusive) per person (including morning tea, lunch, afternoon tea and cocktails at the end of the day)

More information about the speakers, a detailed agenda and registration details will soon be available on our website. Sponsorship opportunities are also still available.

To register your interest, please email: rsvp@praemium.com.au or contact Renny Chan on 03 8622 1275.

Disclaimer: This information is of a general in nature and does not take into account your personal circumstances, financial needs or objectives. While Praemium Australia Pty Limited AFSL 297956 and its related entities (‘Præmium') endeavour to provide accurate and timely information Præmium do not guarantee that the information is accurate at the date it is published or that it will continue to be accurate in the future. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, individuals should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring a financial product.

other upcoming events

A number of seminars and workshops will take place in the next couple of months that may be of interest to you.

SMSF Legislative & Regulatory Outlook

Tuesday, 1 December 2009, Albury (Breakfast)
Tuesday, 1 December 2009, Wagga Wagga (Lunch)
Wednesday, 2 December 2009, Canberra (Breakfast)

Proudly brought to you by Præmium and Heffron

You’re invited to an exclusive breakfast presentation with Ben Smythe, Director of SMSF administration company Heffron and Nat Fiennes, State Manager for Præmium. Furthermore, this breakfast presentation will entitle you to receive CPD points.

SMSF Legislative & Regulatory Outlook

Speaker: Ben Smythe, Director, Heffron

Members of the Heffron team participate in various technical groups and industry/regulator liaison forums. Inevitably these bodies identify new issues which ultimately drive legislative change or ATO determinations for the SMSF industry. In this session Ben will discuss some of the latest developments and provide some insight into the likely outcome.

Improving practice efficiencies in portfolio administration

Speaker: Nat Fiennes, State Manager, Praemium

Solutions to simplify and improve portfolios administration including for SMSF’s
Minimising portfolio administration costs and maintaining control
Efficient portfolio administration in a fee for service business
Considerations for transitioning to a fee for service business and determining the services, resourcing and technology required

When & where

Albury

Date: Tuesday, 1 December 2009
Time: 7.45am for an 8.00am start (finish 9.00am), breakfast will be provided
Venue: The Chifley Albury, cnr Dean & Elizabeth Streets, Albury
Cost: $20 (GST inclusive) per person

Wagga Wagga

Date: Tuesday, 1 December 2009
Time: 12.15pm for a 12.30 start (finish 1.30pm), lunch will be provided
Venue: Country Comfort Wagga, cnr Morgan & Tarcutta Street, Wagga Wagga
Cost: $20 (GST inclusive) per person

Canberra

Date: Wednesday, 2 December 2009
Time: 7.45am for an 8.00am start (finish 9.00am), breakfast will be provided
Venue: Clifton Suites on Northbourne, 100 Northbourne Avenue, Canberra City
Cost: $20 (GST inclusive) per person

RSVP:

By Friday 27 November 2009 to Julie Butler
Email: julie.butler@praemium.com.au
Phone: 03 8622 1211

Lessons to learn for 2010

As the end of 2009 is approaching, it is a good time to reflect on what has occurred in financial markets and some of the trends we should keep in mind for 2010.

Præmium is pleased to invite you to a luncheon to hear what Dr Don Stammer* has to say on this topic, and we believe it is a good opportunity for you to extend this opportunity to a key client or business partner.

Date: Friday, 4 December 2009
Time: 12.15pm for 12:30pm start
Venue: The Royal Exchange of Sydney, 1 Gresham Street, Sydney, NSW 2000
Cost: $60 per person (GST inclusive) (for a 2-course meal & wine selection)

To reserve your seat at this luncheon (and we encourage you to bring along a client or business partner), please contact Nat Fiennes via email nat.fiennes@praemium.com.au or on 02 9222 8500 no later than close of business Tuesday, 1 December 2009.

^*Dr Don Stammer, who is the non-executive chairman of Præmium Limited will be speaking at this luncheon in his personal capacity.

recent announcements & in the press

In case you missed the following recent announcements from Præmium or articles in the press, you can read it by clicking the link below:

Chairman's & Group CEO's Address to Shareholders (AGM presentation)
Update to Rights Issue
Praemium tailors Wrap for fee-for-service

You can view other ASX Announcements or articles in relation to Praemium at any time by visiting our ASX Announcements or In the Press section of the website.

Disclaimer: The information in this publication is of a general nature. While Præmium Limited and its related bodies (‘Præmium') endeavour to provide accurate and timely information Præmium do not guarantee that the information in this publication is accurate at the date it is received or that it will continue to be accurate in the future. Views expressed by contributors and/or services described which are provided by third parties are not necessarily endorsed by Præmium. No responsibility is accepted by Præmium for the accuracy of that information, and Præmium in no way takes any responsibility whatsoever for material contained on external websites referred to in this publication.

Issue 24 30 November 2009