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Macquarie Property Access

 

Macquarie Property Access is a loan facility which allows your clients to invest in a diversified portfolio of direct property trusts and other property securities.

With Macquarie Property Access your clients can borrow 60% of the funds required to invest in a portfolio of property investments. They can select their own portfolio from a menu of approved investments, which include direct property funds, property securities funds and selected non property funds.

Macquarie Property Access also provides the following benefits:

  • Potential capital gains from the growth in the value of the underlying investments
  • Diversify your clients' existing portfolio through exposure to commercial, retail and industrial property
  • No margin calls
  • All the usual benefits of gearing such as increased investment capacity, potentially enhancing the size of returns and tax efficiency (as loan interest is generally tax deductible).


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How Macquarie Property Access works

  • Jane borrows $60,000 through Macquarie Property Access and contributes $40,000 of her own funds
  • Jane's total investment amount is now $100,000
  • Jane selects her investments from the Macquarie Property Access Approved Menu of investments
  • Jane also selects a variable interest rate
  • During the three year term, she received distributions (part of the income is tax deferred meaning it is not taxed upon receipt)
  • Jane can reinvest those distributions, direct them to an external bank account or use the funds to reduce her loan balance
  • At the end of the third year, Jane can choose to re-apply to roll over her loan or repay the loan principal
  • Jane can continue to hold her portfolio of investments or sell them to realise a capital gain.


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How to apply

Step 1 Download the Macquarie Property Access loan brochure and application under "Resources" above.
Step 2 Download the Investment Menu above under "Resources".
Step 3 Select your investment portfolio from the approved funds on the Investment Menu.
Step 4 There is a link to each Manager's website and a downloadable version of their Product Disclosure Statement (with application form), embedded in our Investment Menu. For printed copies, please contact each Fund Manager directly.
Step 5

Complete and sign the Macquarie Property Access loan application form and an Application Form for each selected investment, and return these to:

Macquarie Investment Lending
GPO Box 4294
Sydney NSW 1164



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Further information

If you require further information, please contact our Account Management Team on 1800 656 819.

Macquarie Property Access is offered by Macquarie Bank Limited ABN 46 008 583 542. Terms and conditions and fees and charges apply. This webpage is not investment advice. It has been prepared for information purposes only and without taking into account your personal objectives, financial situation or needs.




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Also on this page Also on this page
 
  Macquarie Property Access also provides the following benefits:
 
  How Macquarie Property Access works
 
  How to apply
 
  Further information
 
  
More about this product Resources
 
  Download loan brochure and application  (pdf 400KB)
 
  Download Investment Menu  (pdf 109KB)
 
  Download product flyer
 (pdf 665KB)
 
  Download Lonsec Research Report  (pdf 72KB)
 
  Download adviser calculator   (xls 140 KB)
 
  Sample SOA   (doc 48KB)
 
  
  
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Your contact options
  Call Macquarie
1800 656 819
Email us:
investmentlending
@macquarie.com
 
 
  Order copies secure of brochures and prospectuses  
 
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This information is provided for the use of licensed financial advisers only. In no circumstances is it to be used by a potential investor for the purposes of making a decision about a financial product or class of products. This advice is not personal advice. This advice has been prepared without taking account of investors objectives, financial situation or needs.