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Want to park your client’s super in a safe place while they consider their options? The Macquarie ADF Superannuation Fund invests your clients’ money in a conservative, low-risk portfolio, so you know their super is safe while you consider a longer-term strategy, or even while you consolidate your clients' super funds. It’s also a secure choice for the cash portion of your client’s broader portfolio.
The Macquarie ADF Superannuation Fund gives your clients:
- award-winning client service on their account
- a tax-effective superannuation environment to park their funds
- the option of a regular contributions plan to help them save
- access to an allocated pension when they retire
- no entry or exit fees.
How your clients’ money is invested
Your clients’ funds are invested in a conservative portfolio, with at least 70% allocated to the money market, and the rest in fixed interest assets.
Information for your clients
| Three key benefits to tell your clients |
- a low-risk investment
- earn good returns on your cash
- a tax-effective environment to park your cash.
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| This product might suit clients who |
- want to park their super in a safe place while you consider their options, or consolidate their super
- want a good return on the cash portion of their super investment portfolio.
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| Latest information | |
Performance
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ADF unit price is fixed at $1.00
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Brokerage and trail commission
| Upfront brokerage |
Nil |
| Trail commission |
0.550% of the average account balance each month for the first year.
0.275% pa of the average account balance each month after the first year. |
How to invest
To invest in the Macquarie ADF Superannuation Fund your clients will need a Product Disclosure Statement (PDS) and an application form. Once they have read the PDS and the application form is completed, your clients simply need to sign the form and send it with any other relevant documentation and a cheque to:
Macquarie Investment Management Limited
PO Box 192
Australia Square NSW 1214
Please make the cheque payable to MIML, A/C (insert applicant name).
Product Disclosure Statement
Forms
Applications to invest can be made only on the form attached to the current PDS. Your clients should read the PDS carefully before deciding to invest. Member companies of the Macquarie Bank Group do not guarantee the repayment of capital or the performance of the fund. Past performance is not indicative of future performance. These pages are provided for information only and don't take into account the financial situation, objectives or needs of any particular investor.
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