User guide for online transactions
Contents
1. Pereira cra feed Bipy ata Git Seclitpurt documents Eres gery MB SUERTE PD RD HRS La 3008 m Frocersing OSHTI EATE 00 Males RITES 12 0 2008 Status message for order no OBTTHTZ X jee TGF iy 1a ee Requedied bade while prebawa order is pending id XEDKPBF 12HD2008 THX11LH 12102008 WSHE 1202008 MEE TERRE s E page 16 Finally you can click on the order number to view details of the trade AusbOholce Micrasafi Interner Caploner provided hy Ausirallan Wealih Management a Bsp foe seo Fie Edt Mew Fooie Tools Hep F7 Zr d deo a tache BD bite Go 7 MAustChoice Wesnesisy terna d Membr dad zh a g Order moniter for adviser Aves comma AGarced m niber bare rrgseyar Gas irregstment list Grip meni Westen mra Amini iran Change your canard Change yaw cotib diki Quick ika Athai hitit Prema inert priii Brathsres asd fer Jackie deturmiia 3 Feegageth Gale mupgtena RDH LENO E sing imaka Finighed Finignad z u Fracessing THOCLIUR Ta mmo Finished Miao Te Ooo L ci Finished we eh Matin Aa a AFB BBS Eee L Fd Changing personal details Please note that you can only change your own details you can t change the contact details for your clients It s important for security reasons that only the member is able to change things such as their postal address Like you members now2. Tremsecton hetory Onine aecoces Let hare cash Sow strategy Bert4 i 55 28 Exsmated brokerage inciucing GST 4125 gack E If you want to change any of the details of the order click the Back button To confirm your order simply click the Submit button When you click Submit you ll be asked to enter your login password to finalise the request This is to ensure that it s not possible to submit an order accidentally since the order can t be modified or cancelled once it has been submitted page 14 PEN TID I ies EB TIL Explorer prowided by Aumiralian Wealth hha mage el aA I AustChoice umm Humber yeaah Sy Coni your password Aviser sumen Bibeanted member sesich Figage enter viur pxsgword in comglate pour nist Mims lint Briorer iiki On confirming your pacgword and pressing confiem Mrior atraer lat Online services dconfem that haw provided any required adice cr advice document in Oras monier Miaon hs the Yansacson do me member Ripari biais z legii nati nas ppan e OTS Jemen 10 gene Mig Irantachon ipi mirua Anma matini Change visi paenwerd cloned ge me traecaction es subject io ee biha and COR did e Change pur contac Sete itreerota ble Gulch links Empe ieee ingegnere frg Brochures ami forma Bactrim Socumerim P nsuerzry Babes Gakic Transaction history a M Bad fuk cagh fev alralegy r Austihoice Microsoft Imiermel Explor
3. 308 20 630 70 a a nae AMP Capital Ennances viela Funa Cians A SUF OION 925 66 567 18 298 amp detser roba APH Proper ler income Fund SMTA 1005 5 733 94 ii Pevtare prz fies meretur and fere ASEH Auniralian Actos Equity Fund SiLIFDSESALI 43185 528 043 B4 tiia erase a Ausg irugtorg High Growth Shares Fund SMEFDHR3AUS 108556 37278431 PED Cash s Dark db Iya ELLET Ean CFS Waste Global Resources Fund SUFO1214U 545 517 100 2d Epit Charles Hali Umbrella Puna CHFODDZ AU di 1024 S28 5740 E TN Comminvest TD 12e 830 000 691712710 ae ide 30 000 00 EL Munpies European Property Fund LUE aie TIT 87 474 00 pO Ee d MN onion Wale utt Snare Fund MEDE 224 295 62 309 1 5299 m reports Pangana Emanging Companies Fund ESIFDR32AUY 9779 55 529 90 57M idm Platinum intemational Brands Fund GFOSS4ai 4 Mns bed oin som diei Platnum Intamational Funa SLIFO1824LI 6560s 544 046 93 Ema This screen lists all investments currently held in the member s account and their current weighting page 3 You ll notice that some funds have a warning Icon next to them which consists of a yellow triangle with an exclamation mark These funds cant be reweighted If you rollover the yellow triangle you ll receive a message which provides further detail on why that option cant be reweighted An example is below AusiC heise Mszrogelit Internet Explorar provided by Australian Weallh Manapermuni e de see
4. Dateien Y pu Pray dii this Pare iP yeu ini p Cm a Tac en Tor Super oentnigbubbhs eria vary a Brees nebor Of intent we Donentoge tlc ATO departiruy Australe superarnnuanon payment ATO uvitraciena and Yorm Tor Wemnparary pisudents 15 apply Ser a depang ustralus superacmiation papmant TE Downieg Z zkb ATO Tax Vile umber Nonficaton Form Complete his foem 1 provide ua wm your Las fre aibit ae s AU e This form must be signed by the client and returned to us Once we have processed the form you will be able to access online transaction functions for that client Getting started with online transactions It s important to understand that online transactions are done on a member by member basis This means that before you can do anything you need to select the member you wish to transact for That s as simple as selecting them from your member list AuxiC hzicg Mszroseli Internet bLaplerer provided E ETEECITSM Weallh Manapenonl ES CG LE Mietet m mieten emisit 0000000000000 Wf x eem ier Fis pab Miu Fatet Tost Hap a eode puoi ee ee ee Gna z Tusad y 1271 200 lAustChoice Llarmzag Lager a Members list for adviser e Abatar kummary dubvanced member wearch u s s e Of rao ROR OR ST Uw KY tiembert liat rrigleanpesr lint afl Gry 1 2 nide las feet ett lia Suparannuaien Aggamulstan Dou erat nicum Ve Yes 1282 10445 Superan Pangan
5. keep you inlcnmad about acit on pour account Hyouwigh te inert us about an Intemational address change please cick enn q Address Tity E mail Ese P simatOnl Postal Gey Seed Postal Emaii adress Guiding number og fe 500 Sy 53 SHH eg lman o Cheap pour tarazi grimi Postcode iiri links Suburb Janne Telephone Fat Feared pe S E iichun and frm Werk Dagys desires Preset RED Suen Fax Hobie JL Lot iran E ae simply type in your new details and click the Submit button to confirm These details should be reflected instantly within the system Quick reference guide Selling shares Buying shares Changing personal details Step 1 Select a member select a member Click Change your contact details Step 2 Click Sell equity Click Buy equity Click Edit next to the details you want to change Step 3 Choose an asset to sell search for an asset Make the necessary changes step 4 Enter a quantity to sell Enter a quantity to buy Click Submit Step 5 Click Next Click Next step 6 Review order Review order Step 7 Click Submit Click Submit Step 8 Enter your password to confirm Enter your password to confirm If you have any questions with regard to anything outlined in this flyer please call Adviser Services on 1800 333 909 Questor Financial Services Limited ABN 33 078 662 718 AFSL No 240 829 as trustee of AustChoice Super ABN 48 594 393 690 Part of Australian Wealth Managemen
6. shown are not live they are delayed by 20 minutes e Trades can only be made at market price page 13 Once you re happy with the quantities to be bought click the Next button Depending on whether or not there are any issues with your request you will get one of two screens If there is an issue with your request you will see a screen similar to the following f huxiChnice Micnosafit Inierrel Explorer provided by Auxiraliam Wealth Management Qm E hetpipttterentte ant com aulsustchaice eopipagen iacderizard buy de OE tiproceseansiurtype Miblstabase tup lis ae live Search _ JA Fie pdt vew Pavomet Tose Heb a a E Se ee AustChoice werent rinm bemiet waietah e Buy ASX equity Apar summary Adrireed meer search Llamba nEmA a so Se Preducttypa Superannustinn Aczsunttypa Lecumulstien Berbers iat Lamber number ee Cash available 11115475 D Employer mit freer etree brad Online services order merir 1 Buy ASK oquity Buy instructions Hide i Giit or p eel yeu w rtis tuy i Ch me X ien he tao Elbe hrpa fric Ir ender beter he cuum el ma ironia yeu ai tg Buy i pihi uri ir ve Tel che cil m Ao Ie realen ws veu Aaaa eters t WR gii ape 5o uir d Partita drei En cA Ey duree Ho 2 ier For mah raipat v fiu giriyi bey rae He chi r incar ih cine rir di rir ed rain dah piper ko Bai Tipat Hope b Pep fep aie a Atempted to irade ANZ rnininmum buy trace amour far
7. tun 20 meyes amp ftynur order canai be 2roceamed ether cartaify or in ie artirety or is laced cutee of market operating tria 10 00em tz 4 Dogm Sydney te E wi Da croceseed wt tte exta zoc muy Ld Bay ejuly sunt sanies 200 una am e Hi If you want to change any of the details of the order click the Back button To confirm your order simply click the Submit button When you click Submit you ll be asked to enter your login password to finalise the request This is to ensure that it s not possible to submit an order accidentally since the order can t be modified or cancelled once it has been submitted AusiCholce Microsoft Internet Explorer provided by Australian Wealth Management Qo e etm sed cm mter denario Fie Edt View Favorites Tools Heb amp LLLA fO 9 gm Omer 2 A NN IE CONTA ys OAIE LOGOJ MAustChoice Meme poarch A Confirm your password Adviser summary Advanced member search Figase enter your p9 word 10 Complete your request Members Sst Emptover list On Confirming your Desswors ane pressing confirm investiment trot Online services 3 1CONMeM mat Nave Orovided any reave 93460 OF 8066 GoCcUMeENt i Orser tortor Telabon to the Fansacton to He member 2 contem mat have obtained he members authority to give Bus Wangecton mstucbon 3 lachnowledge the transaction r sutpect to the terms anc condeons anc is mrevocabie Password Deckers Secume
8. wigii i TH vet 1023 28 Suparanmuston Anumulpten 041948 o TER He 340 030 88 amp up rierust n atoumulaten Peer a ers im Tas H Saa odd insastmant invesiment HR SS d Yes Hn 1a 1023 Supsrannuston Fanaian zD 021222 Yea Ha E200 GHAT Superannuation ADSL Eu ab cn ul N Eene E Superannuason Accumulat m Urin piai i i Fa Yen Ha Sig ares tuperarsusten Accumulation batis vee H serate Superannuation Accumulation ee gD re lid Yes hg 587 18267 Suparannuston Fansian 141119549 r Yes Hs Retr eee Superannuation Atcumulatan partied a Yes Ha amp 248 anaa Suparannuason Accumulas m pi ial Yes Ha 650 987 amp 1 Supariiuatan atoumulaien 1221858 Yas H Sire 28704 Superannuation amp coumulaean 25111244 em Yes ng 178345 inva stmant im agtmant An Yes Hs 384 320 35 up ranmudtan Atcumulatan 20011248 Y s Yes E180 988 1A Superannuason Atcumulation 20 9961 am Yes Ho munr g eo E You ll notice that the clients that you have authority to represent are clearly marked in the column Auth rep page 2 Once you select a client their account summary will appear klarnar taamh a Agoda punima Airani member wearch hermes liat Empgloqer lisi hegting Hat Online wervices Order menisi perma MERE fie Adminis ration i Currer alane 405 404 18 Guick links Amsmer oboe r raemenm prz gerctuies ar ferc Dnckhars dicus Trerugreh Mae nupgtu
9. will see the following screen AustChoice Microsoft Internet xplorer provided by Australian Wealth Management Qon e Moster st ccm milano donor oy m SOSA Crox rmt pent abren BR oe ere IE EM T i Fe ER Yew Fortes Tos Hib eode Batoe LIN IIT 1LRAMS A CONDITIONS CONTACT US MI LOGUM BAustChoice Wednesday 1102000 Mereter sar b q Buy ASX equity Adviser summary Advanced member search Ueber name cm meme Producttype Superannuation Account type Accumulation Members Het Member number Cashavalabe 16 179 10 9 imployer bet a i irreeasmens list Onne services Order mentsr nesens penhe Buy instructions Hide Administration Search ter he evegtrest you wert to bsy Change yeur pasawers Cici the X 695 te rengse the neesiet Hem Pe order Change your cortact cetsis Enter the vetme of 1 9 Pvegrrertia you Wert fo Buy e ether unta or vae The Etter wobe wa Adie o match what yoo Pare emeret Quick Sinks Vou Con qieetto vot at rearing avaletie cash ty selecting te 4 icon fer mat rrestmert Aloe trobis Yeu Lennot huy more than what S aaiae P CSSA APUS A requred meum LABA reserve Meestmer profies Select Nest to continue 12 te next step Urochares and formes Dacksure socunerta Retresh prices C Frequbttly aae Soeahota 2 Be Summary Tremsecton history Onine serves Lat hare cash ow str
10. 2539 Pension tapers Pangana kenarging Companies Fund SUFD63241 9775 565 540 90 8774 munda Fisthum intemational Brands Fund SUFDSS54U 460 33145255 ii Platina International Fund SPO 124 7 iny 544042 83 EHI Prechium China Pura SUP 0A 5 1411 188 541335 40 iiiw Rf Cash Handgemanm Purea SURO42 TAL Taa oa 282 53 1878 Ruf Property Fund SHFOSORAUT 28 39 523 53 LM WES Auvatan Bead Fired SF OSTA 3259 521 828 80 iM n Tg n pg P i wv aeg Ori SELST page 4 As you can see by increasing the percentage allocated to the Platinum International Fund the total portfolio now exceeds 100 If you click Next at this point you will be presented with the following error message gt Auslibeice Macroeel Internet Explorar provided by Australian Weallh Manapermuni Employer list Po Rogeri pestfalin Pow beeen brett liat LI i uit TI L i AMP Capital Cove Procery Fung SUFOEg2AU di 385 20 530 70 00 abs CA pe pour aud urs Gulch links AMP Capital Enhanced ipid Find Class BWF GEDA 045 88 687 15 5519 Adviser oba ASH Propert fer icang Fund EMFOTSTAUS 3 0055 58 733 94 1005 r Bazmeni prz fia Sicchmi bis Mom ALISBIL justralian Active Equity Fund SP 04534LD 418 20 083 85 iiw Aata Investors High Grown Shares Fund SIFUTRIAU 10 8598 37178421 ID PE Cash M Baci d 23179 15011 24 ers CFS Wale Global Rewources Fund SUFO4214U AHN 137 100 00 5 Chi
11. Product type Suprima Aooounl type 4oturrulaben tracsbers liat Member number ex Cashatbank 2737472 i mplayer lint t i Sell ASM equity Ondine serdces Orde ineader F Sal instructions Hide EM ll Lai uM IT H amp Eai Ie ciume poe ward HI del usi cie ir pera Thi mir vale wi aua Ts mee whi lu hivi irte iy pin tipa io gud al being ie an rookie by ghalig the fe ien Per thal se paler BO Emi Farst im eeu dm ee Ps eS ov Limited rd ASX 02 00 7174 02 14239 en i o ae iui minimum ASA i4E 00 120822 00 224842 BOS o die D VEMM ax 1470 00 7533280 Faa 1240 gus s x4 Ax 00 00 15740 DO 31 480 gon 000 o Taisira Carpeoramen Lid TL ASx iH 0 fiafia E1190 5 x iiy o Weatemers Limited Was AX 1359 00 533538 80 545 470 2 00 Li Dia o erie Banking Ceorporabon Lod mc AX a da STH0d221 8310 5 Ins o 5 bene pen Sd useslintranar im The asset that you are trying to sell is highlighted in red and a brief explanation of the issue is provided for you in the red box If there is an issue in the quantity that you have entered fixing it is as simple as typing over the number already in the box and clicking Next again There is no need to start again by re selecting the member or using the back button on your browser page 10 If there are no issues with your sell request you ll be presented with a screen asking you to confirm your order gt Ausi heicg Mszroseli Internet Explorar provi
12. RS mupgten Vrarsactian m siar niine Pendces Egi ulir zad ouv ey L Loo Mduedrhbewb OO oe Once your order has been submitted you are able to track progress through the order monitor Details on how the order monitor works are provided later in this user guide page 8 Selling direct shares If you choose Sell equity you will be presented with the following screen TT AuslGbelee Mszroseli Internet Explorar provided by Austealian Weallh Manapermuni eT eo E Mies Piste ard con mif dich ip page ir dtd Tm CITED Ae mr x E pen d bm ie Cat View Foeter Task Hp adn AustChoice Tuscany Abatar aui mmary r iiair reimrilier weart Hh ember none Productiype Suparaneastoan Accounl type ddimai Klarribers lia Member number ee Cash elbenk S224 82 Sriplogee lint L m teva ret bia Unlin berai Order moniti Becca arhin Sell instructions Hide Apmeriarratinn o Semi tr asina robaimimoo yeu wand fe wed Chapa poor zamerang Eeh the slum yu want je pln unda oko er irpo e Te etr cuin m uad e meh vcl esu hao retried Cape piur Cortes Salida VEO Cnn ipei in pH al eines n An rcegimart by reta Hha faj ies fer url nnna B Sema fnt 12 costing 12 Pe need pez Anawe bocce mper prm fg l Retreah prices Bercrurr and forme Pisa Oa Pe Sra PnesuETETy dae cutter ember prislnursjup a sr pela Dealer SUP Viewin Waragere
13. aAustChoice User guide for online transactions AustChoice now allows advisers to submit some transactions online thereby simplifying and speeding up the process This document guides you through portfolio reweighting share trading and change of personal details Please note the following important points before starting How to turn on online transacting e You must have online transacting turned on in order to use any transaction functions Turning on online transacting is as simple as logging in and selecting Request transaction access link in the Online services e You must have authority to represent a client before you menu on the left will be able to transact on their account By accepting the terms and conditions which govern usage of the e AustChoice Investment Service does not allow site you will be instantly provided access to online transacting authority to represent therefore transacting is restricted to AustChoice Super You should also ensure that you are using the most up to date version of your chosen browser when using the AustChoice site We recommend using Firefox If you prefer to use Internet Explorer you need to ensure that you re using at least version 7 The secure area of the AustChoice site will not work with Internet Explorer version 6 or earlier To download Firefox for free go to www firefox com To upgrade to the latest version of Internet Explorer go to www microsoft com and sear
14. anara ment ee eee mae SAustChoice Wieden vanced Memi weatult Order monitor for adviser Bab ser surety Aihrances mimber aeaich Hambar numbar Members liat Order mimis Employer lint inerrant nat Status Al Aw Online perra Onder date mr rder motor Repora archive E Rnet A miniatr ti n chang peor pas ort Chang poor Crear Sete Dariepune ferum E Frequency apis qoesboce RD5VvHHB pE Processing Ob zHT Tig 2009 apu Mri TESTHE Tbe re Finignad Tapy 127102009 a Finigngd XEDKPIF 12402009 Prasasging THETH T q02009 b r 2 Finished Mac 1210 2008 am Finished TOTO a a ARA AA m M TOF E From this screen you can click on a member s name to be taken to their summary screen without having to search for them in your member list You can also click on any Invalid status to see a brief explanation of why the request failed AuziChnice Microsoft Interni Lxplarer provided by Australian Wealth Manapement IM siliss xc ove rs E Fie Edt Wee Favorites Toot Help 7 eee iw si Ro ttm rem LS ET me iiis EM im WI WWE LEANN BAustChoice dneni ini amber treth E m Order monitor far adviser Agner aumma ry Advanced mamber search Member mumie kembara la Employer liat Under numer ipse atrraent bat EL Ai E rine wrritbr Order date Tf Grii melt ESSN preteen Agere Taner Change poor bord Cracgt veer comics HHEN Tach links M Ig
15. ategy Bertas 7255 28 Please note that the Cash available shown at the top of the screen is not the same as cash at bank The Cash available shown on this screen is the amount that can be used to buy direct shares and doesn t include the minimum cash balance that must be kept in the account page 12 Start by searching for the share that you want by typing in either the company name or the ASX code You will be presented with a list of options that match the text you have entered YS AuiGheice Microvell Internal Esploras provided by Australian Weallh Manegernonl 2 B Nnoithtteenmz anl com tchat rdavzar buy der oca arf pesci abasea 3 Has ive sane Wa h 6 Duanan 8 8 9e Om SAustChoice Memi varuh g Buy ASX equity Memis nama Preducttype Suparannustizn Aeceuntityps zeumulatien Memes miir exa Cash sealable Maine 1 Bury A SX equity Online wervices rder monar Repora aranive Buy ingiractions ite A miniabrati n Lo Sibth for truc hesiari you seantta buy Chat p pour pints g i Ci eDi cenio mmer the mareni fren ite andar E rer Te volue ai PH rcc bon a yio win S Buy PEE anbi Er vbi THE STH v E aua T ae fue yeu hivi ined hs Viu EAR dan Dt pi AD DAR Bye mew Tua EA er PAP greet x Tom Carne tuy mere Pil vehic a Cae a gared maurs fih reno vi Suri Tiga fa ete te the ead leg pa Dealer SUP iieri Management Fip Lic Advis nline perigee Lt Ratan akih feo a
16. ch for ie7 page 1 How to set up authority to represent for a client To set up authority to represent for a client you will need to download the Appointment of Representative form from the brochures and forms section of www austchoice com au gt Auslibeice Masler raids AualGhelce Super Hrezhures and lerma hore Mizrageli Inlermel Explorer provided by Ausiralran E GJ e E hiemen maiten d fmt I Iai Fie BH We Feie Tod Heb T E Tu F We dk ala f amcha Peter Ttc x E 4 0mw AustChoice Calculmices Educaion Aboulsuperannuaten Aboutinwesting eed financial adice Pradud infiraben Brnrhurr s and formas imetia aplika inmurance inizama nn Pesticide reports unit prose rina nra ar Eo ei iiu l radud msvarm ben D senpbon Brnztuireg 30d nime breiir upis Auscional Lump gam Contribution Forms If jou wano make an indiridua superannuation contritefiun use fig som to not us ofthe toe or contribution 0 enpu fiat Ife comecty aliccaied T Downiaad 301Kb Lmit paces Appointment nf In Ung this Term H yau want te nominale a represantatus 15 xci an your bahai for cesi transsesians dn reistan bs your Aut chalns Super secs T Lownioag 268kb ATO Contrinution Splitting Farm Thin Torm ja provided by tha TO and is used is split ceednioliong between you and POUT epausa s uper acesunie T Dawnisad 17k ATO Notices er iment io Claim a Tas
17. ct cirl aga Energy Limned AQK AEX 04 09 7187 04 14200 cx I 0 wou O Au en AMZ Banking Grewp Ltd AMI A gas 00 820905 30 24 740 606 0o wis O ET BHF Bitton Listed BHR atr 1570 00 ST amp i425 538240 am 5 om ion 4 Transaction hissory Ono services Ha onal Augtraka Rank Lig Mig ASL 500 00 g15740 00 531480 2m i 0 nu 0 Esi future exa Fa sehen Ferial maorin T ti Carporaten Lid TLS aan iiaii 13334 08 33180 ion i ff Hc o ity taki 5a iguty Wesdaemars Limited WES agy 1485 00 33766 B Sogd as i i05 ins Bay sut des aew might ponfolc Wasteac Banking Corporation Lid MEC ABH zeg ST0235 87 saar eed H ux uw 0 TN be oi n 4 AL FRETI e This screen lists all the direct shares that the client holds in their account and that therefore you can sell on their behalf To create a sell transaction you need to specify how much of the holding you would like to sell You have three choices e Units e Value e Percentage of holding You ll notice that when you complete one field the others will populate automatically For example if the member had 10 000 invested in a certain share and you specified that you wanted to sell 5096 of the holding the value field would automatically populate with 5 000 and the unit field would also populate automatically page 9 Please note the following when specifying the quantity you want to sell e You can only sell whole units e f you specify a value which doesn t represent a whole
18. ded by Australian Weallh Manapermuni TEMAS A CDONINTKINS COMETE HOO HON AustChoice Wednesday iMd Mirrirar iain a Ader summary Advanced member ksareh Menke nam ee Productiype Sup ranemustian Accountiype Actuimeahion Kener liat Member number o Cashstbank 22787284 Employer lint L S a H T ss EXE Online renias i Orda mhiir Baiil artis Confirm imetnuctions Hii Adee bia liin Bibar Hab irr Hat Aig DAA eee Ey Tie a vob rS DEBAS pour pini 2TH amp fytudn bai aed mci hl Pe whe wel katend 1o Ie eg pgs cii fumi arg arte yos pibid when grietotes Crane your cartaci dein co eye carteri deis Back ETT E li Binge pitie Sell instruction review Byrchuones ani forma POLI ELT Pieguentty sided cusdlsrta Member preteen agra vahit Demar SHF kiat Waraperest Py Lis EHP BiBlon Limited BHP MIX 130245 442 00 5400 02 Sal aimata Apmarst App niy gtrmated hi including GST Transaction Renny E rckarage inriuding GST 4175 Beck EI Eat Stare cuire Mew rinairzy Fortei rego impertard Hars p Fieger DUE comer i aby RR GC CE Rus mS yv WU zt nese IS medy ar cancel DA arde Mb ey b Orly AT LATOR pedir may bt puo s pul Die narikan Emily dan ACUTE ird ml neut ina AAEREN eror Aubet hr Di aa MAA vein e GIO VM glacie Japanan cn PW pro af P cert al Ihe Lend quar pap eh pittcibdue ini Ihm Propp dapit atero an Sed Ey di eig 22 meu Der inference may by Sp pd Ey marg
19. ees mitur AMP Capital Enhanced Tela Func Class Seen 25 887 15 Adeber istik ABE Property for neama Fund eons Tay 13 733255 Pvegorerd pii Mi Eerctuems ard froeg AUREL Arrain Ache Equit Fund Poo Sa i28 04588 Atia Melstone High Growin Sands Fund EMFOTE3AL 72 782 21 Cann at gara i SITIS OFS gas Global Retours Fund CSEIFDAZ144 337 188 Be Chan Hall errata Fund Hro d i 25 8574 B1 Comminwes TD ent 530 00D eon d 330 000 20 Pianistin Masar Onini parca Mumples European Propert Fund ug di T0700 9 Arter cath Bows mirita Orion Vraale aug Stave Fund CHAFOS aaU 502 329 51 Ferilzha rigiri Pessan mros Sal equity Bangana Emerging Companies Fund BXIEDA324U 08 629 00 Piatra Intemational Brands Fund ELUFOSEOALIT qs 531 252 15 Platnum intematinnal Fund iSLF 01824 44 045 93 ramiam China Fund AHF GSE 41 335 5 RUF Cash Managemen Fund SLIFD49 144 53 254 03 RUF Prapart Fund SUFDEDEAU 530 123 43 LIIS Suatrakan Ded Fund SUFOIATAU 22102200 Bay eut Mais FT prot foes i To completely sell out of a managed fund option enter 096 in the proposed column If you would like to add a new managed fund to the client s portfolio you can search by name or APIR code by using the box at the bottom of the screen page 5 If you click Next you will be presented with a screen which gives you the opportunity to adjust future cash flow 7 Ausitheice Microsof Intern
20. er provided by Australian Weallh Manaecment AustChoice Wednesday 168008 bhaeiber raien a Your trade request has bean received Abite tarimar Jinn mambar gearrh Dernbers ial Imgieypar iat Preeti rE ba Online services Ore masstor Ep archive Crargt yaar giao ord Chad piur estas Salade Cuick lithe Yeu requisted be bus e aaa urila 5 478 74 elf pour euren ANZ Banking Group Lid ANZ halding ad tha curant market peice waa submead on 14 10 2028 10 43EST Yau cin view and Irack aur neque Ireugh Ii erder mandar yeu nave presidas your ama addregs youll be notfied Ey emai whan tha redu Ik Ce adum ro cfr pra fara Brethangi ind Varr Deemer drumer Freessamy uibs suisse Transactions history Online services EA alert Chan Mom ey Se Air niente Once your order has been submitted you are able to track progress through the order monitor page 15 Order monitor Once you have successfully submitted an online transaction you can track its progress in the order monitor At the completion of each request you will be presented with a link to the order monitor or you can click on the Order monitor link in the Online services section of the menu on the left of the page at any time When you enter the order monitor you ll be presented with details of all recent transactions for all of your clients uit hvsicu Micrexall infer IE Ananal EXpierar provisa Hy eun provide EET ANTA falhan Wealth M
21. et Explorer provided by Auptralian Wealth Manaserment Gea Fr Fit hitverent t amF_com mu imastchaice asp pages Prember portiones E ubrecashfowstrabogy Tice 2 P M pa cla base aep i te A u Tissu je Fie Edt View Favorites Took Heb n We ode Bustos Bg Page Tank AustChoice Tum 2 02 04 Mlarriar kaarct En Giobal summary Adanet member rearch Dealer let Abias lia Prodactfype Soeerannuaben Atout ipt Pension Emectedahr tivo pos Pa fo YS end RUEDA E impiayar liat imetia liat RUF Cash merenan Furs SLIFOAE 24 pu o UBS Sustakan Bond Fis GFT AL Eb oa Dummar Tranmaetinn nanny rdine sareiems Esa Apure cag Few a In this example you re not required to adjust future cash flow but can do so if you wish If however during the reweight process you have sold all holdings of an investment option that forms part of the member s future cash flow strategy you will be required to replace that option You can either increase the percentage of other options which already form part of the future cash flow strategy or you can add a new investment option to the strategy To illustrate how this process works we ll add the Platinum International Fund to the future cash flow strategy By typing plat matching investment options will appear as shown in the screenshot below Choke Microsoft Interner Explorer provided by Australian Wealrls Management CES T DEELEIT LB A A
22. have the ability to change their details online To change your personal details you need to select the Change your contact details link under the Administration menu You ll be presented with the following screen EN TALES DX TTE IBI LI Explorar provided by Australian Weallh Manapermuni amp u dh ir eh AustChoice a it h m Contact Detalls Jub murimary dubveanced member bairt embers liat m Address Ede E mail Edt Weeeaimeera Hat Online aerdced Sree mail secre Order mendar e un Berala aching cL kiarg jeu ex Lats eur pania dalads E wa COR baap pou iiemed WBC goku an Bur Seu Hiycuraign to inen us about an Imgmabona address change please dick Fera Administration range pour pana eara T y tres deine Postal anri link o co Sma Agrip ekak a Telephone ran Erasoei pote Beichtungd and ferra Caer arcs Trequer y dur Suraheni page 17 You can choose to edit your postal address residential address email address or phone number by clicking on the Edit link beside them This will open the fields for you to change Please note that you can only change your address online if it matches the Australia Post database ite Macroweld LER beplerar E n E Misean a son aaea a we JA Fle Ed We Fente Too Hib wod us el d BE 4 0 TE He CONTACT US Be i Cet E Vamirmuila J1 L0 TODA MAustChoice Contact Details Hara you can update pour contact datas ED Ws can
23. kt ncios Sup r is 5000 00 or greater Summary Tranasction hintory Unline servioria Edi bsart cath flow shale The asset that you are trying to buy is highlighted in red and a brief explanation of the issue is provided for you in the red box If there is an issue in the quantity that has been entered fixing it is as simple as typing over the number already in the box and clicking Next again There is no need to start again by re selecting the member or using the back button on your browser If there are no issues with your sell request you ll be presented with a screen asking you to confirm your order AustChoice Microsoft Internet xplorer provided by Australlan Wealth Management Fe ER iow fedes oh Hep a A Batoe f KO me T CONTACT US im UL PE Net ILS P BAustChoice woman Yee Mereter sesteh ES Buy ASX equity Adviser summary E E E E Acvanced member search tember name a em Product type Superannuation Account type Acturhulstion Members lie Lember number Cashavalabe 10 707 41 o imployer bat d or m or Onine services Order mentst Contem instructions Pide Review the erder thet has beer consiruciod by the ade wiers E i ytu ore cate ted with whal the wigard mii suimti e Irafng ecckceles chet Subat and enter your senewerd mhen srersiod Buy instruction review aN Banking Group Lid 6476 73 Buy gt marit Amat
24. lnidegy Bs ks inisi Once you ve chosen an option the price will be displayed please note that prices are delayed by 20 minutes and you will need to enter the quantity you want to buy You can enter a quantity in either units or value You ll notice that when you complete one field the other one will populate automatically For example if the current price is 5 and you specified that you wanted to buy 100 units the value field will automatically update to show 500 Please note the following when specifying the quantity you want to buy e You can only buy whole units e f you specify a value which doesn t represent a whole unit the number of units will always round down For example if you specify a value which is equal to 79 8 units the number of units will be rounded down to 79 and the value will change accordingly e The minimum transaction amount is 5 000 e f you specify a value of 5 000 this will rarely work out to be a whole number of units therefore the number of units will be rounded down as will the value and the request will be rejected because it is under the 5 000 limit Other important things to remember e You can specify more than one share to buy in a single request simply complete another search and enter a quantity e You can buy as many units as the cash available will allow by clicking the green plus button e The cash available is updated automatically as you enter buy quantities e he prices
25. n meom Online renkan Order miler epi thn Seterserd aka Capial Care Property Fund leta V LIEDERE Adminis tration AMF Capital Core Property Fund SHFOSBZAL SRF CSESAU ia duped for 08 s 20 830 70 ats Soe pe PEUT ERA VET npplocxians and where Ferrer AMF Capital Enhanced Yield Fund Ciags SHFDS Phish IPIS 556 687 15 ETI Airek APN Prapart fer inenma Fund SIFOT3T44 100 85 732 98 LG a tte AUSEL Auutraian Active Equity Fund SUF SEJAU 410 520 083 85 AT sree iint Ievedbene High Grewh Shares Fund SMPDtBIAL 15 82 sini ins com mee 247 41581124 aa CFS Wane Global Resources Funes SUF 012147 aay 37 109 08 ccm Charter Hall Umbrella Fund CHF DDZAU d 3 28 8721 Doo MH Comminvast TD 12misi 30 800 6017 2440 d 447 530 000 00 n 1 Minimes Biene Munpiar guropaan Froperty Fund LUE de Mw WAT TR Orion kals Aut Share Fund SUFOSAALI 819 52 328 51 82538 Sanne repara Pengana Emarging Companies Fund S1IFD5324U 2775 55 54D 00 8778 opaca Fisthum intemational Brands Fund SUFDSS54U 4595 52145255 Apis Platnum Intemational Fured SUFOR24U 2584 544 040 50 LX Premin Chiew Fune SUP 082141 amp 1858 34133252 iiy POP Cath Lander Puna ELE O42 1417 TT 883 282 51 Tu Ruf Property Fund SMFOSORALIT 3 8858 139 523 53 LES ES Aupraian Bead Fund SHPOSHTAU 32 85 521 828 00 3259 Total 100 008 S870 082 87 100 008 Fari On this screen yo
26. ne Han Urtibnatla Funes CiMFODO24U di 3 025 125 8741 ES i Comminvest TD 12e 830 000 65 1712 10 dd aT 330 000 50 err Transaction hit J Online services Mungi European Proper Fund UE d TIT amp T TA B0 i mr dec Orion Ve ale Aug nam Fund EMFOBLLAJ E 62329 1 EIS ien revert Pangana Emerging Comoanins Fund EMFOSS2AUD 9775 85 520 00 au Piatnum intemational Brands Fund SFO544L igis 31452 t i 6598 m Platinum Intemational Fund S1FOHRAL amp ES 544 045 93 25 DC M m er er ncn FELIS 541 235 50 LIES RUP Cash aeagernant Fund SUF 14U TOT 12145401 TNT RUP Property Fund SMFOSDEAU aiit 12042143 EM S LIES ausratan Bond Fured SUFOBA TALI 3259 21 029 50 ir Tetal Tete paremaga must be 100 005 Due Before you can go any further you will need to adjust proposed 96 for other options within the portfolio until the total is equal to 100 In the screenshot below you will see that the Aviva Investors High Growth Shares Fund and Orion W sale Aust Share Fund have had their proposed 96 reduced in order to get the total down to 10096 gt AuxiC heise Mszroweli Internet xplerur provided by Austealian Weallh Manapermuni L8 3 2 EL s E g Spanu super Brochures SGE Lo 69 Ue ae up ancho ERE z f TY Fareeuight ponthali 3 Future cash flow i h s 1 au Fiaparts mehine u Termer a Autrewriu tration SMP Capitan Core Property Fung SuF SS24Lr d 520 830 70 Taeng your
27. nmg Dealer rtf Viii Largan PR ie duoi dnas Cali your bara cest uir zr baling aecuty Ig mahe Tea Sapna rere tur Chiba ii MbrBgi iether Lee nis crow Pedy Cere du Taarngdectinn ratory nine services dIreeuraanc dezaite IUIS derlzkm emperi ay ane insurance ligne Eel egy bay zat Bist pilie investment detais a Dore PEE es d Local ink in bel You will notice a number of options now appear in the Online services menu on the left of the screen Edit future cash flow strategy was launched in July 2009 Sell equity and Buy equity was launched in October 2009 and Reweight portfolio was launched in February 2010 Reweight portfolio The reweight portfolio function can be used to buy and sell managed funds in order to reset the percentage weighting of each option in the portfolio Please note that reweight portfolio can only be used for managed funds it can t be used to buy and sell shares You can use the buy equity and sell equity functions for this purpose further detail on these functions is contained later in this user guide When you choose reweight portfolio you ll be presented with the following screen 8s 77 77 0 0005 ll NN RE ERN Lil ion m i Rt eon Dre MAustChoice Tuesday 2 02 2010 Vinrr ur ima E Account type Fanaien Niro AMP Capital Core Progeny Fung Bur Os92aUn d
28. nts Fresuenty agis suestens Summary Traneattion history Online services page 11 Once you have entered your password and clicked Confirm you will be presented with a screen detailing your order desiCheice M crespft Interne Explorer provided by Australian Weallh Management it Hite aca ei D m y Ga E Pin f bibo sm com a bho pagen ir aai Tirsha sb aem asp 95r e Lre see e t we phe toe DLL ET CMH ATAC E tc Le BAustChoice m our trade request has been received Adviser Bummimy Advanceci member search Members lirt Employes liri invegimarnm list You apta To oem e Tibunnps 489 32 7 20 of your cumant HP Banga Lines BHP nalging atthe current manal price wa Subnited on 12 10 2000 00 48EST YOU Canwigw and Rack pour firgusat IYN Ine order monn yOu Nave provided your ermal adore rou i be netiea by tma when ine request i comphih Cheng your Smeg Chanpa tur eartart deiris Quick link azmerizcibox Wrote aro Mii Urii e an Pores Surnm amp ry Transaction hid ry Cline services Once your order has been submitted you are able to track progress through the order monitor Details on how the order monitor works are provided later in this user guide Buying direct shares Once again you need to select a member you wish to buy for Once you have done that and chosen Buy equity from the Online services menu you
29. t page 18 PLA 484 1009
30. ted with a confirmation screen which allows you to review the changes that you have made before implementing them T AuslGbelee Mszroseli Internet ITI ur provided by Australian Woeallh Manapermuni Giu surimary Araniti member earch Derachier lint Repais menie TENTEA Agmuriatahan Change pour pad mitad Guick links dimer obar Prise pate Werchturneh arr Stow Gace dosent TnpiuEPT RET mupgteng Gumman Vrarsactian m siar niine Pendcea 130 Aare zadh Baw wry ei tere Peer recor Egi gut lay amp xuty Heads BP pen he m Confirm changes Predacityee Zupkrannuabzn IPAE Woe Id loner BE Hg B H eu Page gt 0 xm Beim Ee ee Tus Se me j rine WTA HLE T Tuesday E2012040 Miarr ur baa E Accgun amp type P naian Orion voii Aust Shane Puna SUP SaL Aston Imarsi rs High Giat Shanks Fun SWF OA Piglinum ig Erun Fund SFO PRIAL nre ala E ERDTU RE Gees DO DUE Bi ave price C rATHUGGIEGUN P wie IDE ret ance Future cash fic strabirigy AP Cain Tara Funes SLE O49 T4117 Ug3 Augirakan Bond Fund WF oes 4L Piateum Intemational Fund SHE018731 page If you ve made a mistake or want to change anything you can click Back to step back through the screens to the one you need Otherwise you can click Submit if you re happy with the changes that are to be made You ll be taken to the following screen which will ask you to en
31. ter your password AusiCheice Mscreseli Indermei Explerar provided by Australian Weallh Manapcrmuni m X eet Gees ue c X n sl le pa View Faine Tosto Hap amp u O DM f ERR ee E alt taste a E a Rage Tons TERNS Exi CIE WTACT iE a MAustChoice Tuesday 202 2040 Mere seach E Conn your paved Ghia kum mrp Avances member search Fianns SAN yaur pago eud 15 eeempiets your request Euer ligt Adusas Bal Qn confirming your pagsword and pressing confinm jou acknowledge and agree win Employer ial ma sie terms and condbons frevewtrregen ligt Drine terena PARETAN ELI ber menie maparis menie 3t hare came ouv alae Picks tere Fesper regnis Egi eque Bay baki Howie pens igi The requirement to enter your password ensures that it s not possible to submit an order accidentally since the order can t be modified or cancelled once it has been submitted Once you have entered your password you ll be presented with the following screen which details your order Tuesday E2012040 Liema paar E Your portfolio rewelght request has been recelved successfully and the future cash flow strategy has been updated WOU gaf iw and track peur portieho nri gt request hirien the order mentor Apes gremios Hemera Clipe pout lider Geet links djoer Dobar Perera gie gerchurnmh arr d lem acest dosent FAOUET PP
32. u have the ability to change the percentages in the proposed column By changing the proposed figure you will trigger a buy or a sell for that managed fund If proposed 96 is higher than current additional units will be bought If proposed is lower than current units will be sold The screenshot below shows an example where the weighting to the Platinum International Fund has been significantly increased T AuslGbelee Mszroaseli Internet xplerur provided by Austealian Woallh Manapermuni GJ E edt zon faataa ranar ontakoa type dabei 0000000000000 fX pee M fie Lt Wes Favorites Tox Hip t i amp Bence D B D S on nmi 7 ma TREES E T Order mealizr perti wth Peres AMF Capital Core Property Fund SLIFDSBZALE diis an 20 430 70 rr MART pam ear AME Capital enhanced Yield Fune cir A SHE OSdDAUI ITE 55 587 15 LE T ddr ct APN Property fer ineeema Fund SMFOtITAL 1 00 5 733 98 1M vienes ob eel AUSE Aastraian Active Equi Fund SuFOGSIAL iis 28 053 gb iis Farc c Paiva leviora High Grewih Shares Fund SFO 240 10 02 gini iiy Casn at Bane i 2379 81581154 Hoo M CFE Wase Global Mesources Funa SUROT210 aa 817 109 98 hy Charter Hall aratia Funa CHFODO2AU die 355 0844 so MM Comminvest TO 12misi 30 000 6017 12 10 d 12s 30 000 00 Du kiea Miumplee European Property Fund IUE di TN sales cd es eg glee Orton i sale Aust Share Fund SMFOS 2AL 295 582 328 51 5
33. unit the number of units to be sold will always round down For example If you specify a value which is equal to 79 8 units the number of units will be rounded down to 79 and the value and percentage will change accordingly e he minimum transaction amount is 5 000 e f you specify a value of 5 000 this will rarely work out to be a whole number of units therefore the number of units will be rounded down as will the value and the request will be rejected because it is under the 5 000 limit Other important things to remember e You can specify more than one share to sell in a single request simply enter a quantity for each e You can sell the entire holding of any particular share by clicking the green plus button e he prices shown are not live they are delayed by 20 minutes e Trades can only be made at market price Once you re happy with the quantities to be sold click the Next button Depending on whether or not there are any issues with your request you will get one of two screens If there is an issue with your request you will see a screen similar to the following gt AusiCheice Macross Inferred Esplanar provided by Australian Weullh Manapernuni Vigdneaday T4 ti M3 Warrier tainh ey Sell ASX equity Adviser summary yl nnnnn1 Advanced member axarch Member name
34. ustChoice Tuesday 02022000 Member iaaezh a md Update future cash flow strategy Nihnin iud ere dirareh Vhermibwer name Producttype Superareit n Lmnr bent Werner timber Etech date 10 02 2008 Wviarr fiat Emplig r iat Wrieatenent lad ribs da vic Draer fasrolent Rpesenis rotit Seriene t mum A riminikir ames Ri Cash Management Fund SMOSH TALI Ug Australian Bond Fund SIIFOBAT ALI Lii future casn fiw vraies page 6 By clicking on the appropriate investment option you ll be able to allocate it a cash flow percentage Once again the other percentages will need to be adjusted so that they total 100 In the example below we have decided to allocate 5 to the Platinum International Fund and to take that equally from the other two funds in the strategy wel hoice Microsoft Intermel Explorer provided by Australian Wealth Manager EE a ww ws 8800 o 7 Fie Edt Ye Fovontes Took Heb H O e h ntaa ci pm QE eom Ot 7 lAustChoice Maree parci a Gishal summary Advanded member bhirt rsler Hat Dieas rat Emglayer liad Chip vir paianecind Quick links ger ekar Fesai prz fes BinibanR ani Bee gas dne Frequent anu gariba Transaction Faatory niine persicas Et irine ceat sw sirteqy Accounttype Pensii RUF Cann Uanacemant Fund UFR A Ug3 Augirakan pond Fund iF Dd 4L Figtnum Intemational Fund SLIFOARS XL By clicking Next you ll be presen
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