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With the Macquarie Premium Portfolio Service Super Account you get a consolidated view of your super investments in the one account. It’s designed to bring your super portfolio reporting, transactions and admin together in one place.
The Macquarie Premium Portfolio Service Super Account lets you:
- invest your super in a wide range of shares and wholesale and mezzanine managed funds
- switch between managed fund investment options
- transfer to a pension without capital gains tax implications
- view timely, detailed and consolidated reports on your super portfolio
- receive tax reports that make your tax return easier to complete
- access estate planning and secure life insurance
- spend more time with your adviser.
The Macquarie Premium Portfolio Service Super Account is available only through Macquarie’s range of advice and planning solutions.
| Service profile |
| Minimum initial investment |
$50,000 |
| Advice solutions offering this product |
Macquarie Investment Planning
Macquarie Strategic Financial Planning
Macquarie Private Banking
Macquarie Private Portfolio Management
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| Fees |
Vary depending on:
the advice solution you use
the amount you have invested.
Discuss with your financial adviser or planner
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Your investment options
Your Macquarie Premium Portfolio Service Super Account gives you a choice of investment options:
- shares
- wholesale and mezzanine managed funds
- margin lending
- some fixed interest investments
- cash.
Your adviser can also include other investments in your consolidated reports:
Online access to your portfolio
Your adviser can access and transact on your portfolio online. You can also:
- view your asset allocation
- check your balance
- view your performance
- transact.
Disclaimer: “Macquarie”, “us” & “we” refers to Macquarie Equities Limited when discussing Full Service Stockbroking, Investment Planning and Strategic Financial Planning; Macquarie Investment Management Limited when discussing the Macquarie Premium Portfolio Service; Macquarie Bank Limited when discussing Private Banking, Margin Lending and Macquarie Mortgages; and Macquarie Private Portfolio Management Limited when discussing the Private Portfolio Management service. Please read the Macquarie Application for Advice and Planning booklet for further details.
This is General Advice and does not take account of your objectives, financial situation or needs. Before acting on this general advice you should consider the appropriateness of the advice having regard to your situation.
For information relating to our financial services you should refer to the Macquarie Equities Ltd Financial Services Guide.
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