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12 days left to lock in lower price for next 12 months!

If you are planning to add new portfolios to your service over the next 12 months, you can lock in the existing price of $200 (plus GST) per portfolio per annum by increasing your minimum number of committed portfolios within your contract prior to the 1st November 2008.

This means that you get the benefit of the current price for 12 months or more for these additional portfolios, even if you don't activate these portfolios until after November. You will then be able to take advantage of V-Wrap for both the 08 and 09 financial year reporting periods for the low subscription price of $200 (plus GST) per annum for each of these additional portfolios.

To take advantage of this opportunity, you must increase the minimum number of committed portfolios, and pre-pay for these portfolios, prior to the 1st November 2008.

For further information on this opportunity, please contact your State Manager on 1800 702 488.

v-wrap interfaces with syncrm's fps

Præmium is pleased to announce that V-Wrap now interfaces to SYNCRM's new financial planning system - FPS.

Understanding the need for smaller to mid-size businesses to develop innovative strategies to remain competitive and create growth opportunities in this highly competitive marketplace, SYNCRM has developed and designed a new CRM system specifically for Financial Planners.

This new Financial Planning Solution (FPS) from SYNCRM offers:

For more information about FPS, view their brochure or visit their website.

distributing p-desktop to your clients (webinar): 10am 30 october 2008

Boost your client's confidence with access to market data via p-Desktop!

p-Desktop can be distributed free of charge to your clients with 20-minute delayed market data. Some possible implementations of p-Desktop to clients can include:

Join Scott Jackson, Relationship Development Manager at Præmium, as he provides you with a live demonstration of p-Desktop and shows you:

Please note that this webinar will be restricted to the fist 50 respondees. We will schedule another webinar on this topic should there be sufficient demand.

Date: Thursday 30 October 2008

Time: 10:00am - 10:30am (AEDT)

To register for this webinar, please click here.

demystifying sma seminar: 19 november 2008, gold coast

Are you going to the FPA National Conference this year? Get into the swing of the Gold Coast a day early and join us for this practical seminar which will demystify Separately Managed Accounts.

Hear directly from some of Australia's leading SMA subject matter experts and providers to discover how you can use SMAs in your own business and how they fit into client's portfolios.

AGENDA

2:00 - 2:15 Welcome & introduction

2:15 - 2:45 Improving client retention post sub prime; Paul Resnik, Paul Resnik Consulting Group

2:45 - 3:15 SMAs...an innovators delight; Richard Fabricius, Fat Prophets

3:15 - 3:30 Afternoon break

3:30 - 4:00 How the SMA works - a practical demonstration; James Maramis, Præmium

4:00 - 4:30 Using SMAs to advise on strategies not individual securities; Arthur Naoumidis, Præmium

4:30 - 5:00 SMAs - Empowering financial planners; Andrew Varlamos, Powerwrap

5:00 - 6:00 Cocktail hour!

Click here to see a more detailed agenda

Date: Wednesday 19th November 2008

Time: 2:00 - 5:00pm

Location: Watermark Hotel, 3032 Surfers Paradise Blvd, Surfers Paradise, QLD, 4217

Book your seat today by contacting Præmium on rsvp@praemium.com.au or 03 8622 1264


banklink & præmium smsf seminar

Various locations in each state between 20-24 October 2008

BankLink and Præmium invite you to a free 90-minute seminar to show you how to streamline your SMSF account processing. This seminar is aimed at partners, managers and practice staff who process SMSF accounts.

BankLink:

Præmium:

Times:

All seminars are FREE and you can invite as many guests as you wish.

To register, please complete and fax the Registration Form to 1800 123 807 or contact Nes Hurst on 1800 123 242 or sales@banklink.co.nz

spaa regional smsf strategy workshops

Regional locations between 21 October to 28 November 2008

SPAA will be embarking on a series of SMSF Strategy Workshops across the nation to enhance and develop the knowledge of SMSF professionals and trustees located in remote or regional areas of Australia. The day will begin with a Trustee Education Breakfast, an informative session designed for you and your trustees, followed by an intensive 3 hours Strategic & Technical Workshop specifically for SMSF professionals.

The workshop contains 100% technical content and will provide 10 CPD points.

Præmium State Managers will also be attending these events and look forward to seeing you there.

For more information, see the SPAA website.

recent announcements

In case you missed the following recent announcements from Præmium, you can read them by clicking the links below:

You can view ASX Announcements at any time by visiting our website.

 


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 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.

 

in this issue...

tip of the month

Why do I get an invalid security message on the DRP Screen?

You can receive an ‘invalid security' error message on the DRP Screen when the From Date for your DRP has been set to ‘inception'.

The system interprets ‘inception' to mean the 1/1 /1900 and therefore will report that the particular security did not exist at that date.

To correct this error, change the From Date to be the actual start date or ex date of the first dividend for that security.

 
Praemium will never ask for your username or password via email, furthermore, we will never call you directly and ask for your details. All such communications should be directed through our Client Services team on +613 8622 1222