Tailored Wealth Solutions with Praemium SMA
Customisation That Reflects Your Clients’ Values
Praemium’s SMA is built for advisers who want to deliver truly personalised investment experiences. Whether it’s ESG screening, asset substitutions, income targeting, or blending models with broader assets, Praemium empowers you to tailor portfolios to meet each client’s unique goals.
From minimum trade sizes to regular contribution and withdrawal plans, every element of the SMA can be customised. And with Spectrum integration, you can extend this flexibility even further- accommodating direct holdings, alternatives, and multi-entity strategies for high-net-worth client, meaning you can benefit from the efficiencies of managed accounts and offer the customisation to your clients across your entire client base.
67% report service consistency across their client base*
88% report positive client outcomes using managed accounts*
58% achieve enhanced business scalability*
*Praemium/CoreData Managed Accounts Research August 2025
Reporting that drives engagement and insight
Praemium’s reporting suite is rated the best in the industry and renowned for its depth and clarity. Clients gain 24/7 access to real-time valuations, performance metrics, and transaction histories via the Investor Portal. Advisers benefit from:
- Portfolio summaries and asset allocation reports
- Tax parcel-level CGT insights
- Income and expense breakdowns
- Custom benchmarks aligned to client goals
This transparency transforms client meetings into strategic conversations, not administrative updates
Seamless integrations for practice efficiency
Praemium’s SMA platform integrates effortlessly with leading financial planning software and CRM systems, streamlining onboarding, communication, and portfolio management.
Digital acceptance tools eliminate paperwork, while automated rebalancing ensures portfolios stay aligned with strategy, even in fast-moving markets.
$232bn FUM in managed accounts with strong continued growth
Tax optimisation that adds real value
Praemium’s proprietary tax tools help advisers manage CGT liabilities with precision. Scenario-based “What-If” trading analysis, direct tax parcel allocation, and daily tax reporting support smarter trading decisions and better after-tax outcomes.
Whether your clients are SMSFs, retirees, or navigating intergenerational wealth transfer, Praemium’s SMA platform delivers the tax transparency and control needed to optimise their financial outcomes.
Investment choice beyond the norm
With Praemium, you'll gain access to over 350 model portfolios from quality managers across a diverse range of sectors, markets and asset classes. You can also add ETFs and managed funds from one of the most extensive investment menus in the market.
If you want to customise further our Spectrum solution allows you to blend SMA model portfolios with alternatives and non-custody assets for a truly tailored and innovative investment experience.
Deliver customisations without compromise: redefining SMA's for the High-Net-Worth
Unlock efficiency with insights that drive better outcomes
Gain practical strategies to streamline portfolio management, reduce admin time, and enhance client engagement. Praemium's Managed Accounts eBook shares key insights to help you implement SMAs effectively and transform the way you deliver advice.
Call our team on 1800 571 881 or [email protected] for more information today.
