Managing your investment

Investing in managed funds

Purchasing managed funds

  1. Determine your sepending capability via GearUp.
  2. Check the LVR of the managed funds you wish to purchase on the Macquarie Margin Loan Approved Managed Funds List (pdf 125Kb).
  3. Obtain a current offer document from your adviser or directly from the fund manager.
  4. Send your completed and signed managed fund application form with a cover letter authorising Macquarie to make the application on your behalf via your margin loan to:

    Managed Funds Team
    Macquarie Investment Lending
    GPO Box 4294
    Sydney NSW 1164

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Switching between managed funds and/or redeeming (selling) units

  1. Before switching between managed funds, refer to the Macquarie Margin Loan Approved Managed Funds List (pdf 125Kb) to confirm the relevant LVR of the managed fund(s) you have chosen.
  2. Complete the relevant form and fax this back to Macquarie:
  3. Net proceeds from the redemption of any managed fund will be credited to your margin loan. Available cash drawdown will only be transferred to your nominated bank account on request.

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Releasing units

You can release managed fund units from your portfolio at any time, provided there is adequate remaining security to support your margin loan. If you wish to do this, please inform us of your request in writing.

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The Macquarie Margin Loan is offered by Macquarie Bank Limited ABN 46 008 583 542, AFSL No. 237502 ("Macquarie"). Full terms and conditions are set out in the relevant loan contracts. Fees, charges and government taxes are payable.