Macquarie Managed Portfolio Service

The Macquarie Managed Portfolio Service (‘MPS’) is a registered managed investment scheme that allows you to have a portfolio of investments managed by us according to a defined investment strategy.

The MPS gives you access to a professionally managed portfolio of investments, without the inefficiencies of a conventional (unit trust) managed fund structure, or the hassles of direct ownership.

How it works

• You choose from a list of investment strategies (‘Model Portfolios’) provided by a range of professional investment managers.
• We establish an account for you, containing a portfolio of investments for each Model Portfolio chosen by you.
• We manage your account in accordance with the chosen Model Portfolio(s), buying and selling investments as required to reflect updates made to those Model Portfolios by the investment managers.
• You are the beneficial owner of the investments within your account.
• You pay one all-inclusive management fee, which includes the brokerage on transactions.

You can

• Choose one Model Portfolio or a combination of Model Portfolios from a selection of investment managers and strategies to suit your investment needs.
• Fund your account with cash or a transfer of existing ASX listed securities, without triggering a capital gains tax liability (where the securities form part of the Model Portfolio).
• View your account holdings and transactions online.
• Set up a regular withdrawal plan to receive monthly payments from your account.
• Upon closing your account, transfer security holdings to your name without triggering a capital gains tax liability.

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