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The Macquarie Premium Portfolio Service is an admin and reporting service that consolidates all the admin, transaction and reporting functions of your investments. It gives you one clear view of your complete investment portfolio, so you spend less time on paperwork and more time with your adviser.
The Macquarie Premium Portfolio Service is available only through Macquarie’s range of advice solutions. It gives you:
- timely, detailed and consolidated reports on your portfolio
- reduced paperwork and admin
- the ability to include your existing investments
- online access to your portfolio details, and your adviser can access your portfolio and transact online.
The Macquarie Premium Portfolio Service gives you three types of accounts:
| Service profile |
| Minimum initial investment |
$50,000 |
| Advice solutions offering this product |
- Macquarie Full Service Stockbroking
- Macquarie Investment Planning
- Macquarie Strategic Financial Planning
- Macquarie Private Banking
- Macquarie Private Portfolio Management
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| Fees for this service |
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
You have 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 some of your consolidated reports:
- direct property
- artwork
- your home.
The Investment Account
The Investment Account consolidates all your investments in the one account, so your portfolio is easier to track and manage.
It gives you benefits like:
- a cash trust account as your cash hub, making it easy to buy and sell investments, and access cash, when you need to.
- tax reporting to make your tax return easier to complete
- the ability to include a margin lending account.
The Super and Pension Accounts
The Super and Pension Accounts give your adviser the tools to effectively manage your diversified super and retirement portfolio.
It gives you all the benefits of the Investment Account plus:
- Macquarie is the trustee, so we take care of the compliance, admin and reporting tasks of super funds
- the potential for tax advantages
- estate planning features
- 3 insurance options – income protection, death and disability and death.
The wide range of investment choices makes it a realistic alternative to a do-it-yourself super fund.
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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