Tax packs are sent directly to clients and will also be uploaded to your Investor Portal. Tax packs are sent in PDF format but can also be sent in CSV so your accountant can upload it into there accounting software. *Please note our Praemium SMA’s are Audited. Tax packs are usually released in October, when…
The cash account is HSBC Bank Australia Limited, your funds will be held in your name. You will be given an Investor portal login to view your SMA holding.
We use Praemium: www.praemium.com.au They are cost effective and keep fees low for our clients. They also offer 24/7 access to an Investor portal for our clients with regular platform updates.
Your funds are immediately allocated, along the portfolio as it exists at the date of commencement.
Yes, you will have a Investor Portal created for you and once you account is opened provided with login details to view your fund at ALL times. An Investor Portal can be found HERE.
We provide you with a withdrawal form, you confirm your exiting details and sign-off the account closure. If this form is received before COB, it is auctioned that day. Funds will usually be returned to your linked bank account within 4-7 days.
Assets are held by Praemium beneficially in your name, meaning you can utilise your personal tax status as if you held the stocks personally (please seek further information from a personal financial advisor or tax agent as to how this applies to you. WE CANNOT PROVIDE PERSONAL OR TAX ADVICE. When you join the SMA…
Your SMA will act as an investment under your Self Managed Super Fund (SMSF). Your SMA account will be created with your Self Managed Super Fund (SMSF) details. CHESS details will be created for your SMA.