Tools and calculators
Designed exclusively for advisers
Macquarie offers a suite of innovative tools and calculators that allow you to simulate a range of investment scenarios for your clients. They have been designed specifically for advisers, and are available exclusively through our secure client service website, GearUp.
Simulate a 'real time' outcome for your clients using either an existing or new Macquarie Margin Loan. You can experiment with different transactions and investment scenarios using real time prices, current gearing ratios, using cash or existing investments as initial equity. You can also simulate the transfer of an existing margin loan from another lender into a Macquarie Margin Loan.
Simulate tailored scenarios for your clients using the Macquarie Margin Loan, Macquarie Investment Multiplier and Macquarie Instalment Gearing. You can produce comprehensive, tailored reports for your clients, detailing the potential income, capital growth and potential tax outcomes they could achieve from their investments.
Create specific scenario-based gearing projections for your clients using a Macquarie GEI plus. You can produce comprehensive, tailored reports for your clients, detailing the potential income and capital growth they could achieve from their investments, as well as detailed information about the potential tax implications.
Macquarie Investment Multiplier Simulator
Pre-qualify your clients for a Macquarie Investment Multiplier credit limit and structure a portfolio of managed funds for them.
To access all of these tools and calculators and more, log on to GearUp.
The interactive tools above contain purely general information and do not involve the expression of an opinion or a recommendation. They do not constitute personal financial product advice and should not be relied upon as such. None of the information takes into account your personal objectives, financial situation or needs and you must determine whether the information is appropriate in terms of your particular circumstances.