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The Macquarie ADF Superannuation Fund gives you:
- a conservative, low-risk portfolio
- a place to park your super while you consider your longer-term strategy or consolidate your super funds
- no entry or exit fees
- a tax-effective superannuation environment to park your funds
- the option of a regular contributions plan to help you save
- the ability to access your account information and generate reports online, including a portfolio snapshot, transaction, individual and ETP details
- access to an allocated pension when you retire.
| Product profile |
| Minimum initial investment |
$3,000 (or $1,500 with a regular investment plan) |
| Minimum additional investments |
One-off - no minimum
Regular investment plan - $100 per month |
| Minimum lump sum withdrawal |
$500 |
| Minimum balance |
$1,200 |
| Entry fee |
Nil |
| Management fee |
1.21% pa |
| Exit fee |
Nil |
How your money is invested
A minimum of 70% of the Macquarie ADF Superannuation Fund is invested in money market and fixed interest securities of less than one year's maturity. The remaining portion may be invested in longer dated investments to take advantage of higher yields and capital gains. The performance may further be enhanced with the use of structured securities (such as floating rate notes).
Member companies of the Macquarie Bank Group do no guarantee the repayment of capital or the performance of the fund. Past performance is not indicative of future performance.
The Macquarie ADF Superannuation Fund R1004502 is a superannuation fund established by way of a trust deed. The trustee is Macquarie Investment Management Limited (ABN 66 002 867 003 AFSL 237492 RSEL L0001281).
This advice is not personal advice. This advice has been prepared without taking account of your objectives, financial situation or needs. Therefore, in deciding whether to acquire or continue to hold an investment, and before acting on this advice, you should consider the current Product Disclosure Statement (PDS) available from us and assess, with (or without) your financial adviser, whether this product fits your objectives, financial situation or needs. Applications can only be made on the application form contained in the current PDS.
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