- Create opportunities for engagement with your clients. easily and at scale
- Market-leading 24/7 digital client portal allows investors to monitor and engage with their super and their adviser.
- Customisations will enable you to exclude, hold or substitute portfolio assets to suit personal preferences.
- Environmental, social and governance filtering allows you to align investments with your clients’ values.
- Flexible, digital client authorisation options for account-based forms and your own documentation.
Market-leading solutions for every life stage
Praemium provides a transparent investment solution, breadth of investment choice, competitive pricing and the ability to blend tailored portfolios and consolidate your clients' super and non-super portfolios into one platform. We're one of the only platforms to provide both you and your clients with a complete view of total wealth on a single platform.
Praemium Super offers tailored accounts to support clients at every stage of their financial journey — from accumulation to retirement. With our Accumulation Account, Transition to Retirement Account and Account Based Pension Account, you can deliver scalable retirement solutions that adapt to your client's changing needs and income requirements.
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Flexible administration processes ensure seamless account transition and facilitate simple, tax-efficient pension refresh strategies.
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Comprehensive insurance cover, including Death and Total & Permanent Disability, from trusted providers like AIA, TAL and Zurich.
Leading platform technology for complex portfolios
With over 24 years of platform innovation, Praemium delivers advanced investment and retirement solutions that simplify portfolio administration. Our technology provides complete visibility across custodial and non-custodial assets, giving advisers greater control.
Praemium’s corporate actions processing reconstructs portfolios and captures transactional data. Real-time reporting delivers instant access to valuations, performance and asset allocations.
Daily rebalancing keeps portfolios aligned with adviser strategies, while capital gains tax (CGT) modelling ensures accurate tax reporting. The client portal allows investors to track portfolios and engage with advisers 24/7.
Every component is designed for consistent, scalable outcomes, from compliance reporting to digital investor consent. We simplify adviser operations through secure administration, delivering the flexibility and reliability required for modern investment and retirement solutions.
Investment options for every strategy
Empower your clients with access to a wide range of domestic and international model portfolios through our managed investment scheme. With full transparency of investment holdings, your clients will have complete confidence in their wealth and retirement solutions.
- Access domestic and international equities, managed funds, term deposits and exchange-traded products.
- Daily rebalancing ensures your clients’ portfolios align with your investment strategies.
Flexible contributions and cash targeting for every individual
Praemium’s self-service innovations help remove the barriers traditional platforms have built between members and their superannuation needs.
- Online portals provide flexible contribution options, including cash and reinvestment targeting.
- Straight through notice of intent to claim processing for personal contributions.
- Monitor client contributions via your Adviser Portal and keep on top of your compliance requirements.
Benefits
- Enhanced personalisation and engagement
- The industry benchmark for tax and reporting
- Competitive and transparent fees
- Support and Resources
Enhanced personalisation and engagement
The industry benchmark for tax and reporting
Praemium’s robust tax and reporting solutions set the industry standard.
- Direct tax allocation based on your client’s individual investment transactions ensures accurate tax reporting.
- Advanced CGT modelling tools and tax parcel disposal methods to optimise tax outcomes.
- Simple, instant access to account valuation, performance and asset allocation reports sent to your clients’ online portal in seconds.
- EOFY Tax Summary reporting is mapped to your clients’ tax return fields and reconciled to a suite of accountant-strength transaction reports.
Competitive and transparent fees
Benefit from competitive pricing and some of the lowest trading fees in the market.
- Link family accounts to benefit from further reductions in overall fees.
- Safe and efficient digital investor fee consent.
Support and Resources
- Access dedicated support from our Melbourne-based team via chat, phone, or online.
- Fund annual report auditing and compliance certification
- Online access to forms and documents
- Dedicated online help centre and upgrade notifications to support you through the end of the financial year.
Praemium: built for high-net-worth advisory excellence
Partner with Praemium and take control of complex wealth management. Our integrated platform gives you the precision and flexibility to manage sophisticated portfolios confidently. Simplify administration and deliver results that set your firm apart.
With Praemium, elevate every stage of your clients’ retirement journey. Deliver comprehensive investment and retirement solutions, including tailored retirement investment strategies for complex portfolios, to meet evolving client goals.
Contact us today to gain a competitive advantage in wealth management.