News & Insights

Praemium's Martin Morris talks to Self Managed Super magazine about its strengths in the SMSF administration space and recent enhancements to include the tax return and audit functions necessary for SMSFs.

Praemium was an active member of the working group to deliver this IMAP-led standard which allows easier sharing of model portfolio information between investment managers and the various platforms, increasing efficiency but also reducing any risk of errors or variations across the investment platforms.

Financial advisers using Praemium's integrated managed accounts offering can now access the Cashwerkz platform.

Praemium has been shortlisted as a finalist in the Innovation Category of the Institute of Managed Account Professionals (IMAP) awards. This category recognises those activities which have been designed to improve the operation and process of managed accounts, adoption by advisers and licensees, investment options and technology used to support managed accounts.

Is the Fund fit for purpose? Praemium's CEO Michael Ohanessian was involved in a panel discussion at a recent NextWealth Conference in London, where he discussed Australia's experience in the SMA market.

Praemium has entered into a partnership with Pitcher Partners Wealth Management to utilise the Praemium integrated managed accounts platform for their Customised Portfolio Solution.

For those advisers that have made the switch to discretionary fund management, the benefits are clear – reduced administration, easier compliance management and more time to spend with clients to name just a few. What they might not know is that the discretionary management is only as good as the platform it’s managed on, and they might not be getting the best out of the discretionary experience.

Shaw and Partners have extended their partnership with Praemium to utilise the full integrated managed account platform.

Pension freedoms in the UK have given investors unprecedented flexibility when entering retirement. However, with flexibility comes additional risks, many of which the average investor will be unaware, says Ben Lester, Praemium International Head of Distribution.

Praemium has announced a major expansion of its relationship with Morgan Stanley Wealth Management Australia.