Forms & Documents

Essential Resources: PDS, TMD, and Client Request Forms

Praemium Spectrum

Praemium SMA

Performance Updates

September 2024 Model Portfolio Performance.pdf 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) 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 Capital Core Australian Equities.pdf State Street ETF Model Portfolio Commentary Q3 2024.pdf State Street Risked Based ETF Model Portfolios Q3 2024.pdf State Street Target Income ETF Model Portfolios Q3 2024.pdf Monthly Model Portfolio Performance Report

Praemium Super

Powerwrap

Target Market Determinations

FSC TMD Templates

FSC TMD Templates