Managing significant wealth means managing complexity across entities, asset classes, tax positions and generations. Praemium gives your adviser the technology to bring all of it into a single view, so the decisions made on your behalf are grounded in a complete picture of your wealth, not a fragmented one.
Your wealth. Your way.
Customise your investments to tailor your portfolio with over 350 domestic and international model portfolios, covering listed securities, exchange traded funds (ETFs), managed funds, and cash you can be confident that you are receiving access to assets that suit your unique needs.
Transparent.
Our sophisticated technology gives you the benefits of complete insight into your portfolio’s individual holdings and pricing information. With daily rebalancing you can track the performance of these holdings and be in control of your investments.
Tax efficient.
Praemium’s whole-of-wealth platform provides tools and reporting capabilities designed to help your adviser manage and minimise capital gains tax liabilities for even the most complex and diversified portfolios. With the ability to choose tax parcels, track capital gains and losses, and sophisticated scenario modelling you can ensure you are minimising your tax obligations.
Praemium is accessed through your financial adviser, who uses the platform to manage and report on your portfolio. If you're not currently working with an adviser, ask your existing adviser whether they offer Praemium, or speak to a new adviser about the platform.
Praemium gives your adviser a single platform to manage your entire portfolio, including complex structures like trusts and SMSFs, with institutional grade reporting and daily rebalancing. This means less time on manual admin and reconciliation, and more time focused on your actual advice and strategy.
Praemium supports listed securities, ETFs, managed funds and cash, along with access to more than 350 domestic and international model portfolios, so your adviser can tailor a portfolio around your specific goals and risk profile.
Praemium gives your adviser tools to choose tax parcels, track capital gains and losses, and model different tax scenarios, helping minimise your capital gains tax liability even across complex or diversified holdings.
Yes. Praemium's whole-of-wealth platform supports complex and multi entity structures, including trusts and SMSFs, giving your adviser a consolidated view of your wealth across every entity you hold.
Praemium is ISO 27001 certified and is built on institutional grade technology used by leading advisers across Australia, with the security and reporting rigour expected for managing high-net-worth portfolios. Find out more here: Security
Praemium provides daily rebalancing and real time valuations, so you always have an accurate, current view of your portfolio's performance and holdings rather than waiting on periodic statements.