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ONEVUE GROUP
OneVue Group – Strength in numbers. On 1 March OneVue joined Iress. Together we are even more committed to building and delivering the software, services and infrastructure to power financial services. Find out what we’re up to at iress.com.INVESTOR LOGIN
Call 1300 850 453 or . Email Us. Contact usSCHEME BOOKLET
57808542v24 | Scheme Booklet i Scheme Booklet OneVue Holdings Limited ACN 108 221 870 For the acquisition by Iress Limited ACN 060 313 359 (Iress) of 100% of the shares in OneVue Holdings Limited ACN 108 221 870 (OneVue) by way of scheme of arrangementCONTENTS
5 Review of financial results OneVue adopted AASB 16 Leases during the year ended 30 June 2020 using the modified retrospective approach. Operating leases were capitalised onto OneVue’s balance sheet and are now recognised as “Right- NOTICE OF CHANGE IN RESPONSIBLE ENTITY OVRE is the current responsible entity of the Registered Scheme. Its parent company, OneVue Holdings Limited (ASX: OVH) has entered into a Share Sale Agreement with EQT Holdings Limited ACN 607 797 615 (EQT) for the sale of all the issued shares in OVRE. This share sale is conditional upon the transfer of the Registered Scheme from OVRE toOWS.
INVESTOR LOGIN
Call 1300 790 235 or . Email Us. Contact us ONEVUE TO TAKE CONTROL OF SUPER MANAGERS AUSTRALIA OneVue will take control of Super Managers Australia Pty Ltd (SMA), expanding the group’s wholesale offering further into superannuation administration. OneVue will acquire 50 percent of SMA and a 20 percent stake in its parent company Super Managers Holding Company Pty Limited(SMHC).
INVESTMENT MENU
INVESTMENT MENU YourChoice Super Investment Menu as at 9 April 2021 1 This Investment Menu provides you with up-to-date listing of the investment options available through YourChoice Super.MAP SUPER INSURANCE
3 1. MAP Super insurance at a glance No one knows what the future holds. If you were to suffer a serious injury or illness your family’s financial MANAGED ACCOUNT MODEL PORTFOLIO GUIDE RetireSelect Managed Account Model Portfolio Guide 7 portfolio professionally managed by Ralton. Ralton Asset Management Limited is a boutique investment manager owned and operated by experienced investment professionals. It is a highly focused value manager with an investment philosophy and research-driven investment approach that hasbeen developed over
ONEVUE GROUP
OneVue Group – Strength in numbers. On 1 March OneVue joined Iress. Together we are even more committed to building and delivering the software, services and infrastructure to power financial services. Find out what we’re up to at iress.com.INVESTOR LOGIN
Call 1300 850 453 or . Email Us. Contact usSCHEME BOOKLET
57808542v24 | Scheme Booklet i Scheme Booklet OneVue Holdings Limited ACN 108 221 870 For the acquisition by Iress Limited ACN 060 313 359 (Iress) of 100% of the shares in OneVue Holdings Limited ACN 108 221 870 (OneVue) by way of scheme of arrangementCONTENTS
5 Review of financial results OneVue adopted AASB 16 Leases during the year ended 30 June 2020 using the modified retrospective approach. Operating leases were capitalised onto OneVue’s balance sheet and are now recognised as “Right- NOTICE OF CHANGE IN RESPONSIBLE ENTITY OVRE is the current responsible entity of the Registered Scheme. Its parent company, OneVue Holdings Limited (ASX: OVH) has entered into a Share Sale Agreement with EQT Holdings Limited ACN 607 797 615 (EQT) for the sale of all the issued shares in OVRE. This share sale is conditional upon the transfer of the Registered Scheme from OVRE toOWS.
INVESTOR LOGIN
Call 1300 790 235 or . Email Us. Contact us ONEVUE TO TAKE CONTROL OF SUPER MANAGERS AUSTRALIA OneVue will take control of Super Managers Australia Pty Ltd (SMA), expanding the group’s wholesale offering further into superannuation administration. OneVue will acquire 50 percent of SMA and a 20 percent stake in its parent company Super Managers Holding Company Pty Limited(SMHC).
INVESTMENT MENU
INVESTMENT MENU YourChoice Super Investment Menu as at 9 April 2021 1 This Investment Menu provides you with up-to-date listing of the investment options available through YourChoice Super.MAP SUPER INSURANCE
3 1. MAP Super insurance at a glance No one knows what the future holds. If you were to suffer a serious injury or illness your family’s financial MANAGED ACCOUNT MODEL PORTFOLIO GUIDE RetireSelect Managed Account Model Portfolio Guide 7 portfolio professionally managed by Ralton. Ralton Asset Management Limited is a boutique investment manager owned and operated by experienced investment professionals. It is a highly focused value manager with an investment philosophy and research-driven investment approach that hasbeen developed over
SCHEME BOOKLET
57808542v24 | Scheme Booklet i Scheme Booklet OneVue Holdings Limited ACN 108 221 870 For the acquisition by Iress Limited ACN 060 313 359 (Iress) of 100% of the shares in OneVue Holdings Limited ACN 108 221 870 (OneVue) by way of scheme of arrangementCONTENTS
5 Review of financial results OneVue adopted AASB 16 Leases during the year ended 30 June 2020 using the modified retrospective approach. Operating leases were capitalised onto OneVue’s balance sheet and are now recognised as “Right-INVESTOR LOGIN
Call 1300 790 235 or . Email Us. Contact usINVESTOR LOGIN
Call 1800 640 055 or . Email Us. Contact us ACQUISITIONS DRIVE ONEVUE GROWTH Investment platform and fund services provider OneVue has announced it has increased total revenue by $7.3 million in FY2014 from threeacquisitions.
WITHDRAWAL FORM
Payment or Rollover out request Version 1: 11/19 Page 5 of 7 Step 5 Please read these declarations and sign this form I have made an informed decision because I have read and understood the PDS and all related documents to which this application applies,INVESTMENT MENU
INVESTMENT MENU YourChoice Super Investment Menu as at 9 April 2021 1 This Investment Menu provides you with up-to-date listing of the investment options available through YourChoice Super.COMPLETE SUPER
Complete Super Additional Information Guide 3 About this Guide This Guide provides additional information to help you understand the features of Complete Super before you make aYOURCHOICE SUPER
YourChoice Super Additional Information Guide Page 8 Part 2: How super works Contributing to your Accumulation Account You can add to your super through: contributions – the various types of contributions that can be made and the age, eligibility restrictions andcontribution
MANAGED ACCOUNT MODEL PORTFOLIO GUIDE YourChoice Super Managed Account Model Portfolio Guide 6 Investment managers BetaShares Capital Ltd is a leading manager of ETFs and other Funds traded on the Australian Securities Exchange (ASX).Founded in 2009, BetaShares aim is to provide intelligent investment solutions to help Australian investors meet their financial objectives. * __Mon - Fri 8.30am – 5.30pm AEST* __ 1300 219 787
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THE MOST DIRECT CONNECTIONTO YOUR INVESTORS
We take pride in delivering the most frictionless back end support in the market. In fact, we are the name behind some of the biggest brands in investing and super. Find out how your brand could benefit frompartnering.
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THE MOST OPEN, TRANSPARENT GATEWAY TO REAL CHOICE We are tireless in supporting some of the leading wealth brands to administer their clients’ wealth through our white-labeled platform services. Find out how our platform services could accelerate yourbusiness.
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A MORE MEANINGFUL RELATIONSHIPWITH YOUR MEMBERS
In a constantly changing market, your connection to members has never been more vital. We understand what it takes to foster those relationships, that’s why we are committed to providing you the most innovative, tailored technology.Learn more
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THE NEXT WAVE OF
AUSTRALIAN WEALTH IS HERE Join Secrets Of The Money Masters as five masters of finance help five Australian Sports heroes learn how to master money. Midday Saturdayson Channel 9.
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"REAL SAVINGS ALWAYS SEEMED LIKE A PROBLEM FOR FUTURE ME."Madison de Rozario
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THE MOST DIRECT CONNECTIONTO YOUR INVESTORS
We take pride in delivering the most frictionless back end support in the market. In fact, we are the name behind some of the biggest brands in investing and super. Find out how your brand could benefit frompartnering.
Learn more
*
THE MOST OPEN, TRANSPARENT GATEWAY TO REAL CHOICE We are tireless in supporting some of the leading wealth brands to administer their clients’ wealth through our white-labeled platform services. Find out how our platform services could accelerate yourbusiness.
Learn more
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A MORE MEANINGFUL RELATIONSHIPWITH YOUR MEMBERS
In a constantly changing market, your connection to members has never been more vital. We understand what it takes to foster those relationships, that’s why we are committed to providing you the most innovative, tailored technology.Learn more
*
THE NEXT WAVE OF
AUSTRALIAN WEALTH IS HERE Join Secrets Of The Money Masters as five masters of finance help five Australian Sports heroes learn how to master money. Midday Saturdayson Channel 9.
Learn more
*
"REAL SAVINGS ALWAYS SEEMED LIKE A PROBLEM FOR FUTURE ME."Madison de Rozario
Learn more
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THE MOST DIRECT CONNECTIONTO YOUR INVESTORS
We take pride in delivering the most frictionless back end support in the market. In fact, we are the name behind some of the biggest brands in investing and super. Find out how your brand could benefit frompartnering.
Learn more
MANAGED FUNDS ADMINISTRATION (FUND SERVICES) Australia’s largest provider of managed funds administrationservices Read More
SUPERANNUATION SERVICES (FUND SERVICES) Australia’s leading specialist super fund administrator Read MorePLATFORM SERVICES
Wholesale and white-label wealth management interfaces Read MoreEDUCATION
The leading adviser and investor education service Read MoreABOUT ONEVUE
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Our mission is to bring down the total cost of investing and improve investor outcomes in partnership with key clients. Our vision is a new investment paradigm in Australia, where the process of wealth building is more accessible, transparent andflexible.
WHY ONEVUE
Our financial landscape is shifting. With the pace of demographic and technology change, we're seeing a fragmentation of the traditional order in financial services. Our industry needs to be more adaptive than ever before. At OneVue, we believe change comes from the inside out. That’s why we’ve been at the forefront of disruption for the betterment of the industry. It's why we are committed to providing you the services and technologies to help quickly and efficiently manage the needs of an increasingly diverse range of investors. By partnering with us, you'll be able to deliver better engagement, lower cost and improved returns to your clients, regardless of where they are on their wealth journey. YOUR BRAND, YOUR SOLUTION We don’t believe in a one-size-fits-all approach to investment solutions. We cater to the needs of your business.A STEADY HAND
Building wealth is a long term game, and we aim to provide stability no matter what’s happening around the world.NEW WAYS TO ENGAGE
A better engaged investor is a more successful one, and we aim to increase your clients’ engagement through new technologies, support services and educational content.__
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Multi-award winning technologyOUR CLIENTS
We’ve been using OneVue technology for five years. It’s cost-effective and lets you integrate non-custodial assets like unlisted property trusts, which means you can get a single view of a client’s financial situation.GEOFF TAYLOR
Managing Director, Majenda Financial With OneVue, you can talk to the right people at the right time to get things done. They have competitive fees, and we get access to nearly any investment option.MICHAEL CROWE
Senior Financial Planner, Hendrie Group We were looking for a better outcome for our clients, where they could get their whole world on one page. That’s what led us to OneVue.ROD DICKINSON
Director, Altus Financial We’ve been using OneVue technology for five years. It’s cost-effective and lets you integrate non-custodial assets like unlisted property trusts, which means you can get a single view of a client’s financial situation.GEOFF TAYLOR
Managing Director, Majenda Financial With OneVue, you can talk to the right people at the right time to get things done. They have competitive fees, and we get access to nearly any investment option.MICHAEL CROWE
Senior Financial Planner, Hendrie Group We were looking for a better outcome for our clients, where they could get their whole world on one page. That’s what led us to OneVue.ROD DICKINSON
Director, Altus Financial We’ve been using OneVue technology for five years. It’s cost-effective and lets you integrate non-custodial assets like unlisted property trusts, which means you can get a single view of a client’s financial situation.GEOFF TAYLOR
Managing Director, Majenda FinancialLATEST
ONEVUE EXTENDS PLATFORM PARTNERSHIP WITH MERCER31 January 2019
Media Release
Mercer have appointed OneVue to be the partner going forward for the provision of member direct investing capabilities for Mercer’s…Read more __
IT’S NOT ONLY ABOUT GENDER28 October 2019 In
The News
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THREE TIPS TO BUILDING BETTER CLIENT RELATIONSHIPS10 April 2019
Education
Running an advice business has never been easy - and perhaps today it’s more challenging than ever. But as we’ve…Read more __
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