new! term deposits, etfs & hybrid securities in smartwrap super

We're pleased to inform you that Term Deposits, ASX Listed Exchange Traded Securities and ASX Listed Hybrid Securities are now available for investment within SMARTwrap Super.

More information about these new features can be found in the SMARTwrap Super Supplementary Product Disclosure Document No.1, which can be requested by visiting: http://www.praemium.com.au/Praemium-SMARTwrap-Documents-Forms.html.

Example of SMARTwrap Super Term Deposit Features

Issuer: Adelaide Bank
Minimum: $25,000
Terms/Rates: Distributed by Adelaide Bank and can be sent to your nominated email address directly. Please contact moneymat@adelaidebank.com.au to be added to this list.

In the interim, please place orders to Powerwrap - as the Investment Administrator and Promoter of SMARTwrap Super - directly via email: clientservices@powerwrap.com.au. We will advise you in due course when the online facility to place Term Deposit orders becomes available.

For more information on these new SMARTwrap Super features, please don’t hesitate to contact your State Manager on 1800 702 488.

Disclaimer

have you downloaded v-wrap mobile?

V-Wrap Mobile has been designed to make it easier for V-Wrap users to access portfolio information and market data services – and for some qualified users even to trade*** - via your hand-held mobile phone*.

There is no charge for using V-Wrap Mobile with 20 minute delayed data**, and V-Wrap Mobile can also be rolled out to your clients to further enhance your services to them.

If you would like access to V-Wrap Mobile immediately, please contact the Client Services Team at mail@praemium.com.au .

*Requires a mobile device which is capable of accessing the internet. ** Telephone carriers may impose charges for internet access and data downloads. There are additional charges for Data Packages incorporating Live Data. *** Requires agreement with participating broker.

v-wrap’s family of portfolio types

Whilst V-Wrap offers the ‘full monty’ of functionality such as:

Capital gains tax optimisation;
Corporate action processing;
A raft of tax and investment performance reports;
Daily pricing and portfolio revaluation;
International investments; and
Market data services through V-Wrap Adviser and V-Wrap Investor,

please remember that there is a family of ‘V-Wrap cousins’ that should not be overlooked.

Most advisers currently want to access V-Wrap for its Full Capital Gains Tax (CGT) portfolio capabilities for many of their clients, but have a number of other clients - perhaps less complex or of lower value - that would nevertheless benefit from our online portfolio administration system.

Sadly, these other clients tend to be neglected because they don’t reach a minimum level of revenue.

For the purpose of minimising your business processes, particularly in relation to reporting, why not consider introducing them to a better way of seeing their investments, despite the number or size of their holdings? For a few dollars a year, these clients can feel like they’re in the ‘big league’ in terms of how their investment information is made available to them. After all, today’s minnow could be tomorrow’s whale.

Provided that you initialise the portfolios before the end of August 2011, the cost of this feel good exercise may only be as little as $24 (plus GST) for the first year^*. In fact, there are four ‘cousins’ to V-Wrap’s Full CGT portfolio type:

Ad Hoc Valuation for $24 (plus GST) pa*;
Daily Valuation for $48 (plus GST) pa*;
Manual Corporate Actions for $60 (plus GST) pa*; and
No CGT/transaction only portfolio type for $90 (plus GST) pa^*.

Please note a few restrictions may apply. However, generally these lower cost portfolio type 'cousins' of V-Wrap’s Full CGT portfolio type can be upgraded at any time should your client's circumstances or portfolio warrant the change**.

Please call your State Manager on 1800 702 488 to discuss your needs and how you can access different Portfolio Types within V-Wrap.

^{*Subject to minimum annual subscription. Please also note that we have a new pricing structure from 1st September 2011.}^{**Once a Portfolio Type has been selected and the Portfolio Initialised the Portfolio Type may only be upgraded.}

webinar: exchange traded options

Please join Julian Maycock, our Portfolio Analyst, as he provides the group online training (webinar) in respect to Exchange Traded Options – understanding recording, reporting, exercising & lapsing.

Date: Tuesday, 30 August 2011 Time: 11 am - 11.45 am

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

other webinars available under online help

Service Details webinar

Checking that your service details are up to date is one of those essential System Maintenance tasks that you need to perform from time to time. Ensuring these details are accurate helps keep the communication channels open between you and the Client Services team.

A new webinar has been released under Online Help on how to maintain your service details. The webinar takes a little over two minutes to watch, and can be accessed by clicking on the Online Help icon within V-Wrap > Introduction to V-Wrap > Getting help > V-Wrap Training.

BGL Introductory webinar

There are a few other useful webinars available under the V-Wrap Training page of Online Help.

The BGL Overview and BGL 998 Account webinars can also be found by clicking on the Online Help icon within V-Wrap > Introduction to V-Wrap > Getting help > V-Wrap Training.

upcoming events

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

Midwinter Advice Roadshow 2011

We are a proud sponsor of the upcoming Midwinter Advice Roadshow 2011 that will be held in 5 cities:

Adelaide, 22 August – at Adelaide Pavilion;
Perth, 23 August – at Duxton Hotel;
Brisbane, 29 August – at Hilton Brisbane;
Melbourne, 31 August – at Hilton on the Park; and
Sydney, 2 September – at Sheraton on the Park.

We sincerely hope to see many of you there. With quality speakers, including Jeremy Cooper - now Chairman of Retirement Incomes, Challenger – this Roadshow aims to provide you with valuable insight for delivering high quality, low cost advice for life.

This is a free Roadshow for financial advisers, para-planners and support staff, with CPD points available. For more information and to register, please visit http://midwinter.com.au/training/midwinter-2011-advice-roadshow/ .

Accountants’ Technology Showcase Australia

We are also a proud sponsor of 2011 Accountant’s Technology Showcase that will be held in Melbourne on 17-18 October 2011 at Hilton on the Park.

We look forward to seeing you there in October. This event promises a great two days of fast and furious sessions on everything you want to know about technology in the accounting profession.

Special offer: As a client of Praemium, you are entitled to receive a 15% discount off the full price to attend this event. Click here for more information and to register.

recent announcements & in the press

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

Disclaimer: The information in this publication is of a general nature. While Praemium Australia Pty Limited and its related bodies (‘Praemium') endeavour to provide accurate and timely information Praemium does 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 Praemium. No responsibility is accepted by Præmium for the accuracy of that information, and Praemium in no way takes any responsibility whatsoever for material contained on external websites referred to in this publication.

Issue 44 22 August 2011