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The current wrap offer documents are available from https://www.macquarie.com.au/investing/macquarie-wrap.html
This Product Disclosure Statement is to be read in conjunction with the relevant Zurich insurance Product Disclosure Statement. To view the Zurich website, please click here.
(Closed to new investments)
Macquarie Wrap Consolidator
Macquarie Wrap Manager
Macquarie Wrap Accumulator
In response to COVID-19, the Federal Government has announced a temporary reduction in the minimum pension payment requirements for the 2019/20 and 2020/21 financial years.
Related SENs:
22 April 2020 – Temporary Early Release of Superannuation
In response to COVID-19, the Federal Government has announced a temporary measure allowing the early release of your superannuation if you have been impacted by coronavirus, subject to eligibility.
The measure allows for two tax-free payments of up to $10,000 provided you apply for the first between 20 April 2020 and 30 June 2020, and the second between 1 July 2020 and 24 September 2020.
Related SENs:
24 August 2020 – Changes to your Wrap Cash Account
Notification of the introduction of a new Cash Administration Fee and change to the cash account investment structure.
Related SENs:
25 November 2020 – Cash Hub Administration fee/Interest Rate Changes
Changes include:
Related SENs:
1 October 2021 – Operational Risk Financial Requirement (ORFR) Fee and Design and Distribution Obligations (DDO)
Changes include:
Other minor changes were implemented regarding the way adviser service fees can be charged, the removal of the Eligible Rollover Fund, the proposed introduction of dollar cost averaging for SMAs, electronic signature procedures, and a disclosure relating to reporting and rounding calculations.
Related SENs:
Changes Include:
Related SENs:
Updates include:
Related SENs:
Macquarie Super and Pension Manager/Super and Pension Consolidator/Super Accumulator - 2020
Macquarie Super and Pension Manager/Super and Pension Consolidator/Super Accumulator - 2019
Macquarie Super and Pension Manager/Super and Pension Consolidator/Super Accumulator - 2018
Macquarie Super and Pension Manager/Super and Pension Consolidator/Super Accumulator - 2017
Macquarie Super and Pension Manager/Super and Pension Consolidator/Super Accumulator - 2016
Macquarie Super and Pension Manager/Super and Pension Consolidator/Super Accumulator - 2015
Macquarie Super and Pension Manager/Super and Pension Consolidator/Super Accumulator - 2014
Macquarie Super and Pension Manager/Super and Pension Consolidator/Super Accumulator - 2013
Insurance-only division of the Macquarie Superannuation Plan - 2017
Insurance-only division of the Macquarie Superannuation Plan - 2016
Insurance-only division of the Macquarie Superannuation Plan - 2015
Insurance-only division of the Macquarie Superannuation Plan - 2014
Insurance-only division of the Macquarie Superannuation Plan - 2013
Superannuation fund trustees are required to make publicly available information about the assets and derivatives, within each investment option, that are held by the trustee or an associated entity.
Portfolio holdings information for the Macquarie Superannuation Plan is provided below.
This file provides a consolidated view of the Macquarie Superannuation Plan’s portfolio holdings. It includes information relating to the investment items within investment options that are provided by another Macquarie entity. Each of the sheets in this file are also provided individually below.
Download the excel file here.
This sheet discloses all investment options held within the Macquarie Superannuation Plan.
Download the csv file here.
This sheet discloses information about the Macquarie Superannuation Plan’s holdings within the Macquarie Separately Managed Account (SMA).
Download the csv file here.
This sheet discloses information about the Macquarie Superannuation Plan’s holdings in managed investment schemes and pooled deposit products that are issued by another Macquarie entity.
Download the csv file here.
This sheet discloses information about the Macquarie Superannuation Plan’s holdings in managed investment schemes that are issued by non-associated entities.
Download the csv file here.
Read the proposed change of Responsible Entity notice for Macquarie Separately Managed accounts (SMAs) here.
To read MIML's Retirement Income Strategy summary, click here.
24 April 2020 – Macquarie ADF Superannuation Fund Fixed Pension Plan Successor Fund Transfer
An assessment by Macquarie Investment Management Limited of the product features and governing rules of the Macquarie ADF Superannuation Fund has been carried out. This has led to a determination that it is in the best interests of Fixed Pension Plan members to be transferred to the Macquarie Pension Manager product within the Macquarie Superannuation Plan.
Related SENs:
11 May 2020 – Temporary Reduction in Pension Minimums
In response to COVID-19, the Federal Government has announced a temporary reduction in the minimum pension payment requirements for the 2019/20 and 2020/21 financial years.
Related SENs:
4 June 2020 – Temporary Early Release of Superannuation
In response to COVID-19, the Federal Government has announced a temporary measure allowing the early release of your superannuation if you have been impacted by coronavirus, subject to eligibility.
The measure allows for two tax-free payments of up to $10,000 provided you apply for the first between 20 April 2020 and 30 June 2020, and the second between 1 July 2020 and 24 September 2020.
Related SENs:
28 July 2020 – Macquarie SuperOptions Product Transitions
An assessment by Macquarie Investment Management Limited of the product features and governing rules of SuperOptions has led to a determination that it is in the best interests of SuperOptions members to be transferred to other products within the Macquarie Superannuation Plan.
As a result:
Related SENs:
The 2022/23 Annual Members’ Meeting for the Macquarie Superannuation Plan was held on Tuesday, 5 December 2023. This was a virtual meeting for all members of the Fund that was hosted by the trustee, Macquarie Investment Management Limited.
Visit our Macquarie Superannuation Plan Annual Members’ Meeting page here.
Each year, the trustee of Macquarie Superannuation Plan (MSP), Macquarie Investment Management Limited (the Trustee) is required to annually assess and compare the quality and competitiveness of its superannuation and pension products.
Read the member outcomes assessment here
Zurich | |
Zurich claim’s philosophy | https://www.zurich.com.au/content/dam/au-documents/advisers/zurich-onepath-claims-brochure.pdf |
Make a claim with Zurich | |
OnePath | |
OnePath's claim's philosophy | https://www.onepath.com.au/content/dam/au-documents/advisers/zurich-onepath-claims-brochure.pdf |
Make a claim with OnePath | |
TAL | |
TAL’s claim’s philosophy | https://www.tal.com.au/about-us/our-commitments/our-customers/our-commitment-to-claims |
Make a claim with TAL | |
AIA | |
AIA's claim's philosophy | https://www.aia.com.au/en/adviser/partner-with-us/claims-philosophy |
Make a claim with AIA | |
As part of the SuperStream reforms, employers are required to send super contribution payments and related contribution data electronically to super funds using the new Data and Payments Standard (the Standard).
We encourage you to familiarise yourself with your obligations under the SuperStream reforms. We have included below several videos and FAQs by the Australian Taxation Office (ATO) to help you understand the SuperStream reforms. For more information, please visit the employer section of the ATO website.
Macquarie-administered superannuation funds are able to receive SuperStream contributions.
We will continue to accept contributions using existing methods during the transitional period for those employers who have not transitioned to the Standard and are not yet ready to send contributions using an eligible SuperStream method.
The ATO has advised employers have several options for meeting the Standard for contributions, such as:
Please view the ATO’s Prepare now for SuperStream flyer for a summary of what you need to do.
If you have any questions regarding how to make employer contributions to our super product, please contact us.
For more information please speak to your adviser or contact Client Services.