Praemium Advice Leaders Newsletters June 2025

We'll keep you updated on the latest though leader insights from the advice community, investment manager insights and technology innovations from Praemium.

With 50% of clients expecting their adviser to offer a digital solution, according to Accenture. We look at unique ways our Investor Porta can increase investor engagement beyond the simple portfolio valuation or performance update.

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Praemium allows you to build and customise strategies based on risk tolerance, time, and objectives. Generate detailed allocation reports to show current and target allocations, and easily rebalance portfolios.

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APRA's AT1 hybrid phase-out sends ripples through income focused portfolios

16/06/2025

AT1 hybrids — long favoured by private wealth clients for their consistent, franked income — have played a central role in income-focused portfolios, particularly in a low-yield environment. With approximately $44 billion currently on issue, the phase-out signals a significant shift in how banks fund their regulatory capital and how investors may need to rethink their income allocation.

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Mind the Gap: Aligning recommendations with expectations on Alternatives

16/06/2025

Alternative investments are increasingly viewed by HNW clients as a core part of their portfolio strategy. Yet recent research reveals a disconnect between what many investors are pursuing and what they’re being offered.

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Strategies for retaining wealth transfer recipients

21/03/2025

By the end of this year, an estimated $3.5 trillion in assets will change hands between generations. This transition, involving substantial transfers of residential property, superannuation funds, and other investments from the Silent Generation and Baby Boomers to younger generations, presents a unique opportunity for financial advisers.

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Ask our expert team about the ways Praemium can transform your business.

Praemium Advice Leaders Newsletters June 2025

4 ways to increase engagement with Investor Portal

Add value to your investment strategy with asset allocation templates

APRA's AT1 hybrid phase-out sends ripples through income focused portfolios

Mind the Gap: Aligning recommendations with expectations on Alternatives

Strategies for retaining wealth transfer recipients

Sophisticated Wealth