Adviser updates

ShareInvest performance, Growing SMAs into UMAs

Attached is a PDF summary of the ShareInvest quarterly performance. These figures show how our underlying fund managers are performing and the strategies they are implementing in response to market conditions. For details on the individual portfolio mandates, check the updated ShareInvest portfolio mandates online.

ATI provides consistent performance

�ATI has delivered for investors, in that it has come out exactly square � neither losing or gaining -- during the past three years. That makes it 4 per cent ahead of its benchmark S&P/ASX 300 accumulation index.�

Source: �ATI proves to be a consistent performer�, The Australian, 29 July 2009

As manager of a number of OneVue�s mandates, we are pleased this partnership has resulted in such a reliable outcome for our clients.

Growing SMAs into Unified Managed Accounts (UMAs)

Tax time is the busiest time of year for most of us - don�t miss out on an opportunity to consolidate your clients� tax reporting. OneVue�s UMA can cost-effectively administer and report on both investment and personal assets and liabilities on a tax entity basis including SMAs and SMSFs.

Not only does a UMA offer a consolidated view across all of your clients� holdings, it also provides interfaces to widely used adviser and accounting software � making data transfers faster and error-free.

For more information about the OneVue UMA, please call us on 1300 790 235.

Investor communications

Based on adviser feedback we will no longer be sending newsletters directly to ShareInvest clients. However, if you have found this service valuable, just let us know and we will work with you to provide a solution for your clients.

We are keen to make this newsletter as informative and useful to your business as possible. To suggest a topic for the newsletter or to provide feedback, please Contact Us.

To learn more about any of the topics covered in this newsletter, please call our friendly Adviser Services team on 1300 790 235.

Thank you for using the OneVue service.

Chris Sperber

Head of Client Focus

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