Investor Login
Access to your SMA account is through the Praemium Portal. Please select the appropriate link below to access your SMA account:
| 2020 DIRECTINVEST BlueChip Series |
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Login windows will open in a new window. Please note these logins are not part of the 2020 DIRECTINVEST website.
Managing your account
To make account amendments please download the relevant form from the applicable Forms Library:
Tax Report Toolkit
The following are tax reporting tools to assist you in completing your tax returns for 2011.
Important notice – Tax reporting for 2010-11 financial year
Tax reporting on your investment in the 2020 DIRECTINVEST BlueChip Series has now been finalised.
Please ensure that you have confirmed the tax components for trusts in your portfolio have been finalised before generating your tax report.
Online tax reports
All investor reports for the BlueChip Series are user-generated online. Please follow the steps below to export investment reports:
- Login to your Account.
- Select Print Reports tab.
- Recalculate the date range if required by entering the date as DD/MM/YYYY in the date field near the top of your screen and then click Recalculate To.
- Select the check boxes for the reports you require.
- Select your preferred file format.
- Select Show Report to export the file.
More detailed instructions may be accessed by downloading the User Guide below. Please note that from time to time the reporting function will be disabled for fee calculation and/or rebalancing purposes. This is temporary and unfortunately 2020 is unable to override the system when this occurs; you will need to try again at a later date.
Tax Guide
To assist you in preparing your 2011 tax return, a guide has been developed to provide a definition of each component of the Customised Portfolio Service Tax Report, including a reference to the ATO tax return labels for individuals, trusts and self-managed superannuation funds. Please download the tax guide below.
 | BlueChip Series SMA User Guide |
| BlueChip Series Tax Guide |