Adviser updates

ShareInvest adviser update

October 2008

Investors updated!

Your clients will shortly receive a client newsletter updating them on the impact of recent market conditions including:

market commentary
strategies for investing in volatile markets
performance
historical analysis

Latest mandate profiles available

Updated investment mandates which show how underlying fund managers are performing and the strategies they are implementing in response to market conditions.

New administration and adviser support staff

To improve our service to advisers Jeff Deverich (COO) has been appointed Head of ShareInvest Operations. Additionally, Francis Vinod joins us from Grosvenor Financial Services in the operations team.

Upgrading web & desktop Interfaces

We have commenced work to upgrade our adviser desktop interfaces (Xplan, COIN and VisiPlan) to achieve a more reliable and timely data interchange. This work will be completed in the first quarter of 2009.

Client wins $2,000

Recently we asked clients to confirm their client data for us and offered them the opportunity to win $2,000, which would be added to their investment mandate. The lucky winner was Christine Hordern.

How our asset portfolios can work for your clients

We have a Lonsec selected asset solution for all risk profiles.

SMA investing explained!

Understand the benefits of SMA�s over direct equities and managed funds. Call us on 1300 790 235 for a copy of the ShareInvest SMA benefits summary � �Next Generation Investing�

Let us consolidate your managed funds and direct equities

ShareInvest allows for the management of direct equity and managed fund portfolio(s) on a discretionary basis without the need to provide personal advice for every change.

Want to know more?

If you have any questions or would like any further information, please contact Adrian Patty on our Adviser Services line 1300 790 235 or email invest@shareinvest.com.au. You can also view the ShareInvest website www.shareinvest.com.au.

Best regards

The ShareInvest Team

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

Term Deposits with enhanced performance reporting
Tuesday, 9th June 2009