Macquarie Managed Portfolio Service

The Macquarie Managed Portfolio Service (‘MPS’) is a registered managed investment scheme that allows clients to have a portfolio of investments managed by us according to a defined investment strategy. 

The MPS gives your client access to a professionally managed portfolio of investments, without the inefficiencies of a conventional (unit trust) managed fund structure or the hassles of direct ownership. 

How it works

• Your client chooses from a list of investment strategies (‘Model Portfolios’) provided by a range of professional investment managers. 
• We establish an account for your client, containing a portfolio of investments for each Model Portfolio chosen. 
• We manage your client’s account in accordance with the chosen Model Portfolio(s), buying and selling investments as required to reflect updates made to those Model Portfolios by the investment managers. 
• Your client is the beneficial owner of the investments within their account. 
• Your client pays one all-inclusive management fee, which includes the brokerage on transactions.

Your client can

• Choose one Model Portfolio or a combination of Model Portfolios from a selection of investment managers and strategies to suit their investment needs. 
• Fund their account with cash or a transfer of existing ASX listed securities, without triggering a capital gains tax liability (where the securities form part of the Model Portfolio). 
• View their account holdings and transactions online. 
• Set up a regular withdrawal plan to receive monthly payments from their account. 
• Upon closing their account, transfer security holdings to their name without triggering a capital gains tax liability. 

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