Praemium SMA
Client Classification Form.pdf
Accountant's Certificate for Wholesale clients.pdf
Certificate of Control of Trust or Company.pdf
Common Reporting Standards self-certification form.pdf
Deceased Estate Notification Form.pdf
Family group account aggregation application 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 Form.pdf
Praemium SMA Platform Registration Form.pdf
Praemium SMA Request To Transfer PDS Form.pdf
Recipient Created Tax Invoice Agreement.pdf
Replace or add a bank account - direct debit.pdf
Request To Change Nominated Representative.pdf
Third Party Authority Form.pdf
Advice Fee Amendment And Consent Form.pdf
Wholesale Advice Fee Amendment Form.pdf
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
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) March 2024 Model Portfolio Performance.pdf Morningstar Aggressive Model Performance Morningstar All Growth Model Performance Morningstar Australian Shares Income Model Performance Morningstar Balanced Growth Model Performance Morningstar Balanced Model Performance Morningstar Conservative Model Performance Morningstar Diversified Income Model Performance Morningstar Growth Model Performance Morningstar High Growth Model Performance Morningstar Moderate Model Performance Royston Capital Interest-Bearing Securities.pdf Royston Capital International Equities.pdf Royston Captial Core Australian Equities.pdf State Street ETF Model Portfolio Commentary Q1 2024.pdf State Street Risked Based ETF Model Portfolios Q1 2024.pdf State Street Target Income ETF Model Portfolios Q1 2024.pdfPraemium SuperSMA
Praemium SuperSMA PDS
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Praemium SuperSMA
Praemium SuperSMA Product Disclosure Statement.pdf Praemium SuperSMA Additional Information Guide.pdf Praemium SuperSMA Investment Guide.pdf Praemium SuperSMA 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 Member Outcomes Assessment FY22 SuperSMA.pdf SuperSMA Annual Member Meeting Recording And Minutes FY22.pdf Praemium SuperSMA Cash Account Interest Rate.pdf Praemium SMA Superannuation Fund Annual Report FY23 SuperSMA SEN Fees Update 1 April Retail.pdf SuperSMA Annual Member Meeting Recording And Minutes FY23.pdf Member Outcomes Assessment FY23 SuperSMA.pdf SuperSMA Portfolio Holdings Disclosure 31 Dec 2023.xlsxSuperSMA forms
Advice Fee Amendment And Consent Form.pdf 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 Non Binding Nomination Of Beneficiary 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 Superannuation Contributions Splitting Application ATO SuperSMA Employer Contribution Form.pdf SuperSMA Financial Hardship Form SuperSMA Member Contribution Notification.pdf SuperSMA Payment Request Form.pdf TFN Declaration Form N3092.pdf Third Party Authority Form.pdfPowerwrap Disclosure Documentation
Private Wealth Investment Account PDS
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Private Wealth
Private Wealth Account PDS.pdf Private Wealth Account APL.pdf Private Wealth Superannuation Successor Fund Transfer Notice - 18 February 2021.pdf Private Wealth Pension Successor Fund Transfer Notice - 18 February 2021.pdfSmartwrap
Smartwrap Investment Account PDS.pdf Smartwrap Investment Account APL.pdf Smartwrap Superannuation Successor Fund Transfer Notice - 18 February 2021.pdf Smartwrap Pension Successor Fund Transfer Notice - 18 February 2021.pdfPowerwrap
Powerwrap Pension Successor Fund Transfer Notice - 18 February 2021.pdf Powerwrap Superannuation Successor Fund Transfer Notice - 18 February 2021.pdfCash Operating Account
Current interest rate.pdfFinclear FSG and Terms & Conditions
Finclear FSG And Terms & Conditions.pdfForms
Change of Investor Details.pdf Client Classification form.pdf Accountant's Certificate for Wholesale clients.pdf Certificate of Control of Trust or Company.pdf Bulk Off Market Transfer ASX.pdf Bulk Off Market Transfer International.pdf Bulk Off Market Transfer Managed Funds.pdf International Listed Securities and Bonds - Transfer OUT form.pdf International Listed Securities And Bonds Transfer IN Form.pdf Managed Asset Set Up Form.pdf Managed Funds Transfer Instruction.pdf Direct Debit Form.pdf Investment Account Closure.pdf Nominated Bank Account and Regular Payment Request Form.pdf Payment Request Form Domestic.pdf Payment Request Form International.pdf Limited Power Of Attorney.pdf Appoint New Nominated Adviser Representative.pdf Change Of Brokerage.pdf Advice Fee Amendment And Consent Form.pdf Wholesale Advice Fee Amendment Form.pdfAudit Report Internal Controls 2021
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