Macquarie CPF Instalment Receipts

Macquarie CPF Instalment Receipts

Leveraged exposure to capital protected investments

Macquarie CPF Instalment Receipts is an unlisted investment that allows you to purchase a selected investment asset (called the Underlying Security) from Macquarie, and pay the purchase price in two instalments.

This allows you to leverage your exposure to the performance of a particular Underlying Security by paying only a portion of the purchase price now - and without borrowing money.

Why invest in Macquarie CPF Instalment Receipts?

Investing through CPF Instalment Receipts offers some of the following benefits:

  • Leveraged exposure to any capital gains and income distributions on the Underlying Securities.
  • Payment of the final instalment is optional.
  • No credit assessment is required.
  • There are no margin calls.
  • Flexibility to pay the Final Instalment or sell the Underlying Security at any time until expiry.
  • Compliant for Self Managed Super Funds (SMSFs).

Take a look at the current investments.

How does an investment in CPF Instalment Receipts work?

  • You select the investment you wish to gain exposure to. See the list of current investments.
  • You then pay a portion of the Purchase Price of the Underlying Security (the First Instalment) upfront with your application. The Underlying Security is then held on trust for you during the term of the CPF Instalment Receipts.
  • During the term of the CPF Instalment Receipts, you pay interest on the outstanding part of the Purchase Price (the Final Instalment) monthly in arrears.
  • During the term of the CPF Instalment Receipts, you are entitled to all capital growth and any income distributions from the Underlying Security.
  • Prior to, or at the end of, the investment term, you may pay the Completion Payment (which includes the Final Instalment) which entitles you to full legal ownership of the Underlying Security.

Find out more

For more information about Macquarie CPF Instalment Receipts, please:

Ready to apply?

We recommend you obtain professional financial, legal and taxation advice before making any investment decision.