Macquarie Premium Portfolio Service – Investment Account

The Macquarie Premium Portfolio Service Investment Account consolidates all your investments in the one account, so your portfolio is easier to track and manage. It brings your portfolio reporting, transactions and admin together in one central place.

The Macquarie Premium Portfolio Service Investment Account gives you:

• one clear view of your complete investment portfolio
• more time to spend with your adviser
• timely, detailed and consolidated reports on your portfolio
• reduced paperwork and admin
• tax reporting to make your tax return easier to complete
• the Macquarie Cash Management Trust as your cash hub, making it easy to buy and sell investments, and access cash, when you need to.

The Macquarie Premium Portfolio Service Investment Account is available only through Macquarie’s range of advice and planning solutions.

Your investment options

Your Macquarie Premium Portfolio Service Investment Account gives you a choice of investment options:

• shares and mezzanine 
• wholesale managed funds
• margin lending
• some fixed interest investments
• cash.

Your adviser can also include other investments in your consolidated reports:

• direct property
• artwork
• your home.

Consolidated reports for your do-it-yourself super fund

The Macquarie Premium Portfolio service gives you consolidated reports and simplified admin for your do-it-yourself super fund.

Online access to your portfolio

Stay on top of your portfolio with a secure online account. You can:

• view your asset allocation
• check your balance and current value of your investments
• view details of the the performance of your investments

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.