Praemium Spectrum
Spectrum IDPS Guide & disclosure documents
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Spectrum Managed Accounts
Spectrum Managed Accounts Model Portfolios MenuSpectrum Cash Operating Account
Spectrum Cash Operating Account - interest rateFinclear FSG & Terms & Conditions
Finclear FSG and Terms & ConditionsSpectrum Forms
Advice Fee Amendment and Consent Form.pdf Advice Fee Amendment Form - Wholesale.pdf AFSL Details and Payment Instruction form,pdf Bulk Off Market Transfer - Australian Listed.pdf Bulk Off Market Transfer - International Securities.pdf Bulk Off Market Transfer -Managed Funds Business Registration and Platform Access form.pdf Change of Account Details.pdf Change of Nominated Representative Form.pdf Client Classification - Accountant's Certificate.pdf Client Classification - Certificate of Control of Trust or Company Client Classification form.pdf Direct Debit Request Authority Form.pdf IDPS Account Closure Form.pdf In-specie Transfer - Managed Funds (in custody).pdf In-specie Transfer form - ASX Listed Securities.pdf Limited Power of Attorney.pdf New User Registration and Platform Access form.pdf Nominated Bank Account Linking Form.pdf Payment Request Form Domestic.pdf Payment Request Form International.pdf Transfer In - Internationally Listed Securities and Bonds.pdf Transfer Out - Internationally Listed Securities and Bonds.pdf Unlisted Investments Set Up Form.pdf Wholesale Adviser Authority Letter TemplatePraemium SMA
SMA
Accountant's Certificate for Wholesale clients.pdf Advice Fee Amendment and Consent form - Retail.pdf Advice Fee Amendment form - Wholesale.pdf AFSL Details and Payment Instruction form.pdf Business Registration and Platform Access form.pdf Certificate of Control of Trust or Company.pdf Client Classification Form.pdf Common Reporting Standards self-certification form.pdf Deceased Estate Notification Form.pdf FATCA self certification form.pdf Instruction to add cash operating account.pdf International Listed In Specie Form.pdf Investor Identification Form.pdf New User Registration and Platform Access form.pdf Praemium SMA Request To Transfer PDS Form.pdf Replace or add a bank account - direct debit.pdf Request To Change Nominated Representative.pdf Third Party Authority Form.pdf
Praemium SMA Audit Approved Controls Report FY24
Praemium Separately Managed Accounts Annual Report 30 June 2024
Praemium SMA ASAE 3100 GS013 Reasonable Assurance Report FY23.pdf
Praemium SMA Audit Report Approved Controls Report FY23.pdf
Praemium SMA Annual Report 30 June 2023.pdf
Praemium SMA Audit Report AAQR Approved Controls Report,pdf
Praemium SMA ASAE 3100 GS013 Reasonable Assurance Report FY22.pdf
Praemium Separately Managed Account FY22 Financial Statement.pdf
Separately Managed Accounts Annual Report 30 June 2019.pdf
Praemium Separately Managed Accounts Annual Report 2020.pdf
Praemium SMA Super Fund Annual Report FY20.pdf
Praemium Managed Accounts Annual Report 2021.pdf
Praemium SMA Superannuation Annual Report FY19.pdf
Monthly Model Portfolio Performance
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Performance Updates
January 2025 Model Portfolio Performance AAN Australian Quarterly Performance.pdf AAN Core Quarterly Performance.pdf AAN Growth Quarterly Performance.pdf AAN Index Core Quarterly Performance.pdf AAN Index Growth Quarterly Performance.pdf AAN Sustainable Growth Quarterly Performance.pdf BlackRock Concentrated Australian Models BR0001 BlackRock Equity Yield Focus Model BR0005 BlackRock Index Top 20 BR0002 BlackRock Property Securities Index Model BR0007 Infocus Morningstar Australian Shares Income Report (Net).pdf Infocus Morningstar Balanced Report (Net) Infocus Morningstar Conservative Report (Net) Infocus Morningstar Defensive Report (Net) Infocus Morningstar Diversified Income Report (Net) Infocus Morningstar Growth Report (Net) Infocus Morningstar High Growth Report (Net) Morningstar Aggressive Model performance Morningstar All Growth Model performance Morningstar Australian Shares Income Model performance Morningstar Balanced Growth Model performance Morningstar Balanced Model performance Royston Capital Core Australian Equities Morningstar Conservative Model performance Royston Capital Interest-Bearing Securities Morningstar Diversified Income Model performance Royston Capital International Equities Morningstar Growth Model performance State Street ETF Model Portfolios Quarterly Commentary Morningstar High Growth Model performance State Street Risked Based ETF Model Portfolios Morningstar Moderate Model performance State Street Target Income ETF Model PortfoliosPraemium Super
Praemium Super PDS
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Praemium Super
Praemium Super Product Disclosure Statement.pdf Praemium Super Additional Information Guide.pdf Praemium Super Investment Guide.pdf Praemium Super Single Assets List.pdf Putting Members Interests First Important Notice.pdf Praemium SMA Superannuation Fund Trust Deed SuperSMA Complaints Handling Statement Retirement Income Covenant Strategy Summary Praemium Super Cash Account Interest Rate.pdf SuperSMA Annual Member Meeting Recording And Minutes FY23.pdf Praemium Super Portfolio Holdings Disclosure 30 June 2024.xlsx Praemium Super FY24 Financial Report, Directors Report & Auditors Report.pdf Praemium Super Annual Report FY24.pdf Praemium Super Member Outcomes Assessment FY24.pdfPraemium Super forms
ATO - Downsizer contribution into superannuation form.pdf Investor Identification form.pdf Super Binding (Non Lapsing) Nomination Of Beneficiary Form.pdf Super Direct Debit Form.pdf Super Easy Transfer Form.pdf Super Election To Maintain Insurance Cover.pdf Super Employer Contribution Form.pdf Super Financial Hardship Form Super Member Contribution Notification.pdf Super Non Binding Nomination Of Beneficiary Form.pdf Super Payment Request Form.pdf Super Permanent Incapacity Certificate.pdf Super Replace Or Add A Bank Account.pdf Super Retirement Declaration Form.pdf Super Reversionary Beneficiary Nomination Form.pdf Super Terminal Illness Form.pdf Superannuation Contributions Splitting Application ATO TFN Declaration Form N3092.pdf Third Party Authority Form.pdf Advice Fee Amendment and Consent form - Retail.pdfPowerwrap
Private Wealth Investment Account PDS
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