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Macquarie Equity Lever

 

Discover a new angle on shares

If your clients are Self Managed Super Fund (SMSF) investors and Australian shares are their preferred asset class, then Macquarie Equity Lever (Equity Lever) may be the right investment solution.

Equity Lever is an unlisted, limited recourse facility that allows your clients to gain leveraged exposure to certain ASX-listed securities. They can potentially enhance capital growth and increase dividend yield in their SMSF.

Details

  • Choice of preselected portfolios or create your clients own portfolio from our Approved List
  • Available for individuals, companies, and trusts including SMSFs
  • Long term investment solution
  • Investor's entitled to all capital gains, income distributions and franking credits on the Underlying Securities (subject to eligibility and investor's own circumstances).

For more details, visit Macquarie Equity Lever.



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© Macquarie Group
This information is current as at 7 August 2008.
This information has been prepared by Macquarie Bank Limited ABN 46 008 583 542, AFSL 237502 ("Macquarie"), as issuer of the Macquarie Equity Lever facility and is current as at 23 May 2008. Its content has been prepared for general information purposes only, without taking into account any potential investors’ personal objectives, financial situation or needs.

In deciding whether to acquire or continue to hold an investment, an investor should obtain a copy of the Combined Product Disclosure Statement and Financial Services Guide dated 14 March 2008 and the Supplementary Product Disclosure Statement dated 14 May 2008 (collectively the "PDS"), and consider their contents. The PDS is available at Level 22, 20 Bond St, Sydney or by phoning 1800 229 848. All potential investors should also obtain financial, legal and taxation advice before making any decision about whether to acquire that particular financial product. To acquire this product, you must complete the Application Form attached to the PDS. Investment terms and conditions are set out in the Instalment Receipts Deed dated 20 March 2008, and the PDS. Fees and charges and government taxes and charges apply.

Bond Street Custodians Limited ABN 57 008 607 065, AFSL 237 489 (Security Trustee) is the trustee in relation to Macquarie Equity Lever. The Security Trustee is not an authorised deposit-taking institution for the purposes of the Banking Act (Cth) 1959, and the Security Trustee’s obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of the Security Trustee.

None of the Security Trustee, Macquarie or their associates or directors guarantee the success of the Macquarie Equity Lever, the repayment of capital or any particular rate of capital or income return. Macquarie or its associates, officers or employees may have interests in the financial products referred to in this information by acting in various roles including as investment banker, underwriter or dealer, holder of principal positions, broker, lender or adviser. Macquarie or its associates may receive fees, brokerage or commissions for acting in these capacities. In addition, Macquarie or its associates, officers or employees may buy or sell the financial products as principal or agent and as such may effect transactions which are not consistent with any recommendations in the information.

Past performance is not a reliable indication of future performance. Leverage may increase gains and losses.


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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.