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The Macquarie SuperOptions Pension Plan gives your clients a flexible, tax-effective income stream in retirement. It offers them choice, flexibility, tax-efficient features and peace of mind. They can also create a tailored portfolio from a menu of over 30 investment options.
The Macquarie SuperOptions Pension Plan gives your clients:
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the flexibility to switch between investment options as their needs change or as investment markets change
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the ability to access their account information online
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potential to access the pension reasonable benefit limit by combining a SuperOptions Term Allocated Pension Plan with a SuperOptions Pension Plan
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a high level of service.
Investment choices
Macquarie SuperOptions allows you and your clients to choose from a menu of over 30 investment options managed by a range of leading investment managers.
| Mutli-sector - conservative |
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Barclays Diversified Stable option
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Macquarie Capital Stable option
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UBS Defensive Investment option
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van Eyk Blueprint Capital Stable option
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| Multi-sector - balanced |
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AMP Capital Balanced Growth option
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Barclays Diversified Growth option
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Macquarie Balanced option
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Perpetual's Balanced Growth option
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van Eyk Blueprint Balanced option
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| Multi-sector - growth |
- Colonial First State Diversified option
- ING Wholesale Managed Growth option
- Macquarie Growth option
- van Eyk Blueprint High Growth option
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| Cash |
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| Fixed interest |
- Macquarie Fixed Interest option
- Macquarie Diversified Fixed Interest option
- UBS Australian Bond option
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| Property securities |
- APN Property for Income option
- Colonial FS Wholesale Property Securities option
- Macquarie Property Securities option
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| Australian shares |
- Advance Imputation option
- AMP Capital Equity - Class A option
- Custom Choice Boutique Australian Share option
- ING Blue Chip Imputation option
- Macquarie Australian Equities option
- Perpetual’s Wholesale Industrial option
- Schroder Australian Equity option
- UBS Australian Share option
- van Eyk Blueprint Australian Shares option
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Australian shares - small companies
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- Macquarie Small Companies Growth option
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| International shares |
- Arrowstreet Global Equity option
- AXA - Wholesale Global Equity Growth option
- Credit Suisse International Shares option
- GMO Global Equity option
- GS JBWere International Wholesale option
- van Eyk Blueprint International Shares option
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| International shares - specialist |
- Platinum International option
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| Geared shares |
- Macquarie Geared Growth option
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Smart tax features and estate planning tools
Macquarie SuperOptions Pension Plan gives your clients a package of tax and estate planning solutions for peace of mind including:
- the ability to have a capital gains tax bonus paid to your clients’ accounts when they transfer to the Pension Plan from the Super Plan
- non-lapsing death benefit nominations that allow them to specify to whom (and in what proportions) they would like their benefits paid in the event of their death
- a child allocated pension to give children a tax-effective income in the event of your clients' death
- compensation for contributions tax on payment of death benefits
Information for your clients
| Three key benefits to tell your clients |
- the ability to create a tailor-made portfolio choosing from over 30 investment options managed by a range of leading investment managers
- the flexibility to switch as your needs or investment conditions change, without switching fees (however, transaction costs may apply)
- smart tax features and estate planning tools like non-lapsing death benefit nominations, compensation payments for contributions tax and a child allocated pension.
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| This product might suit clients who |
- want the flexibility to change investment options or investment managers
- want an all-in-one pension package that meets their pension investment needs
- want extra features like estate planning, non-lapsing death benefit nominations and a child allocated pension.
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Brokerage and trail commission
| Upfront brokerage |
3.85% (including GST) of each investment (except for the Macquarie Deposit Option - Nil) |
| Trail commission |
0.60% pa (including GST) of the average account balance each month, with the ability to dial down to 0% |
| Adviser service fee |
Up to 1.76% pa (including GST) of the value of the account |
How to invest
To invest in the Macquarie SuperOptions Pension Plan 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 1215
Please make the cheque payable to MLL – SuperOptions - (insert applicant name).
Product Disclosure Statement
Forms
Macquarie SuperOptions Pension Plan is offered by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237492 RSEL L0001281
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. The external fund managers whose funds are available through Macquarie SuperOptions take no responsibility for this information, or guarantee the repayment of capital or income from the funds.
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