season's greetings

Despite its challenges, 2009 has been a very busy year.

On behalf of my fellow directors and all staff at Praemium, thank you for your support during this time and we look forward to working with you in 2010.

Have a safe and wonderful holiday season.

Arthur Naoumidis, Group CEO, Præmium

holiday season's servicing hours

As usual, the Client Service Team will be available to answer your queries via phone and email during the Holiday season. Our opening hours* will be as follows:

Thursday, 24 December, 8am - 4pm
Friday, 25 December, Closed
Monday, 28 December, Closed
Tuesday, 29 December, 8am - 6pm
Wednesday, 30 December, 8am - 6pm
Thursday, 31 December, 8am – 4pm
Friday, 1 January, Closed

^{* Times shown are Australian Eastern Daylight Time (AEDT)}

Ph: 03 8622 1222 Email: mail@praemium.com.au

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

As advised last month, 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.

Portfolio Trader Image

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 is compatible with (Apple) Macs and other internet browsers such as Safari and Firefox.

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 .

whitehaven uses præmium’s v-wrap to improve practice efficiency & client satisfaction

client profile

Brendon Alford, a director at Whitehaven Private Portfolios, explains how they use Præmium’s V-Wrap and p-Desktop to deliver a very successful service to their client base.

Tell us a little about your firm

Whitehaven Private Portfolios (Whitehaven) is a leading Individually Managed Account (IMA) provider, with one of the most experienced and professional IMA teams in Australia.

We believe we are at the forefront of IMA innovation, with sophisticated investment management techniques which deliver personal and customised investment solutions to clients.

Headquartered in Brisbane, we have a core team that manages a broad and active network of affiliates to deliver our IMA service throughout Australia and internationally. Our clients represent a cross section of investors who share one common goal – to ensure their investment solution meets their individual requirements.

Can you share with us your value proposition to clients?

At Whitehaven, we believe we have a unique offering in that we are focused on maximising the ‘net’ return to clients by managing the following factors:

Gross Performance – dividends and capital gains/losses, relative to the market index;
Fees – a competitive fee structure immediately adds extra dollars to the bottom line;
Integrated Tax Management – aiming to maximise a clients ‘after tax’ return; and
Direct Ownership – maximise transparency and asset security.

How long have you been using Praemium’s V-Wrap & p-Desktop?

We have been using Praemium’s V-Wrap and p-Desktop for two and a half years to manage portfolios, and these services have assisted us a great deal with improving our practice efficiency and client satisfaction.

Our clients have access to V-Wrap which enables them to monitor their portfolios, and this has been a tremendous value-add service in terms of transparency and increasing client engagement for us.

For more information on Whitehaven, please visit www.whitehavenprivateportfolios.com.au or contact Brendon Alford at brendon@whitehavenpp.com.au .

præmium business solutions conference – 10 March 2010

Have you diarised 10 March 2010 in your calendar?

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

Click here for the preliminary draft program

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

When: Wednesday, 10 March 2010
Time: 8.45am – 6.30pm
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.

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:

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 25 23 December 2009