Superannuation gives you the potential for generous tax concessions and a savings discipline to provide for your retirement. Macquarie’s range of super funds give you as much (or as little) control over your super investments as you want.
Select from:
Macquarie ADF Superannuation Fund
Macquarie SuperOptions Super Plan
Macquarie Premium Portfolio Service - Super Account
Macquarie ADF Superannuation Fund
Want to park your super whilst you consider your long-term strategy? The Macquarie ADF Superannuation Fund invests your money in a conservative, low-risk portfolio, so you know your super is tucked away whilst you consider your long-term strategy and consolidate your super funds.
| Product profile summary |
| Minimum initial investment |
$3,000 (or $1,500 with a regular investment plan) |
| Entry fee |
Nil |
| Management fee |
1.21% pa |
Macquarie SuperOptions Super Plan
Macquarie SuperOptions Super Plan lets you get more involved in how you grow your super by giving you choice, flexibility, tax-smart features and peace of mind. It also lets you choose to create a tailored portfolio from a menu of over 30 investment options.
| Product profile summary |
| Minimum initial investment |
$3,000 (at least $1,000 in each individual investment option) |
| Entry fee |
Macquarie Deposit Option: Nil Other option: 3.50% of your initial investment |
| Management fee |
Varies for each investment option |
Macquarie Premium Portfolio Service - Super Account
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 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).
The Macquarie SuperOptions Superannuation/Rollover Plan, part of Macquarie Superannuation Plan R1004496, is offered by 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 brochure 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 brochure.
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