Adviser updates

New OneVue UMA account

29 April 2009 OneVue is currently working to integrate the ShareInvest (SMA) and APA platforms to give you and your clients one view of your portfolios. Our first step is to move all separately managed accounts onto the new UMA - Unified Managed Account (previously the APA platform).

The OneVue UMA will become the first Unified Managed Account in Australia to consolidate reporting across all unitised, non-unitised and non standard investments including SMAs and IMAs.

OneVue expands our Adviser support
A single centralised adviser support team has been established in Sydney to support all OneVue wrap users. Kate Brookfield formerly from APA portfolio services will head the team. Kate brings 8 years of wealth administration, operations, product development knowledge and importantly adviser service expertise to our team. Our dedicated Adviser Services team are available on 1300 790 235 or at service@onevue.com.au

Brett Marsh is our Head of Transition Strategy and will work with you to smoothly migrate your clients into OneVue products, services and technology. Brett is a CPA, holds Diploma of Financial Planning and has held the CFO position in Hillross and was head of Finance and Strategy for St George Bank consumer products. He brings specialist technical expertise in managed accounts and self managed super. Brett can be contacted directly on (02) 8022 7427.

What�s new?
Much of the work underway at OneVue is not readily visible so we�re taking this opportunity to give you a quick overview of some of the work being done to improve our services and your customer experience.

Strategic partnership with WealthCraft
As recently announced, OneVue has entered an exciting strategic relationship with WealthCraft, a Hong Kong based information technology company. WealthCraft designs, develops, markets and supports a flexible, scalable and secure technology platform for wealth management services enabling us to launch the first STP, SWIFTNet enabled pension platform in Asia. Our focus in Australia in partnership with WealthCraft is on developing and deploying a next generation CRM for advisers.

Using warrants within SMSFs
Ensure your SMSF trustee clients who borrow to invest do not miss out on significant tax benefits or expose the fund to compliance risk due to poor administration. Most platforms calculate tax on the instalment warrant as a single investment rather than on the underlying components (the assets�, the put option, the loan which includes pre paid interest and the borrowing costs). This can result in SMSFs missing out on claiming legitimate tax deductions, not optimising their CGT result and not reporting day-to-day transactions in accordance with ATO rulings.

Improved portfolio services reporting
Recently, OneVue added a new feature to the APA offering � an integrated SMSF offering where you can access SMSF services more efficiently and have the benefit of up to date unaudited member balances which makes giving advice on SMSFs easy.

How is OneVue weathering the storm?
As a financial market participant OneVue is not immune to the conditions affecting today�s market. We are pleased, however, to have experienced positive funds inflow into our ShareInvest SMA this past quarter and wish to thank you for your support.

With your support, we are focused on continuing our achievements in 2009.

Kind regards,

Chris Sperber
Head of Client Focus, OneVue Limited

OneVue Macquarie CMA Support and 31 July Conversion Process
Friday, 21st May 2010

New OneVue website replaces ShareInvest
Monday, 8th February 2010

Introducing the new OneVue Managed Account (SMA) PDS
Monday, 21st September 2009

ShareInvest performance, Growing SMAs into UMAs
Wednesday, 19th August 2009

Insurance premium details due 31 August
Wednesday, 19th August 2009

Pension payments / insurance premiums changes
Monday, 17th August 2009

ShareInvest mandates outperforming
Wednesday, 22nd July 2009

Upcoming deadlines for tax reports
Monday, 6th July 2009

Term Deposits � User Guide now available
Tuesday, 16th June 2009