Macquarie ADF Superannuation Fund
Please note that Macquarie ADF Superannuation Fund will close to new investments from 1 June 2012.
Benefits
Suits investors looking for:
- capital security and stable income
- a place to park or consolidate their super while considering their long-term options
- a good return on the cash portion of their super investment portfolio.
Key features
- Simple super solution
- Award-winning client service
- Option of a regular contributions plan
- No entry or exit fees
- Conservative investment strategy
View the Macquarie ADF Superannuation Fund Part A PDS
View the Macquarie ADF Superannuation Fund Part B PDS
Please note that the Macquarie ADF Superannuation Fund will close to new investments from 1 June 2012
Features
Low risk interim solution
Macquarie ADF Superannuation Fund is a low risk solution that your clients can invest in while planning their retirement income strategy.
Clients can consolidate their existing superannuation investments into this one secure pool – making it easy to rollover funds to another superannuation account once the strategy is decided.
Clients can continue to make additional contributions into the Macquarie ADF Superannuation Fund, so their savings will continue to grow. And as there are no contribution and withdrawal fees, the account is ideal for short term use.
Up-to-date account information is available for you and your clients to access at any time.
Looking for security?
The Macquarie ADF Superannuation Fund invests primarily in short-term money market securities, with some investments in longer-term Australian fixed interest securities.
This conservative investment strategy focuses on capital stability, suiting investors who are concerned about the security of their investment.
Service you can rely on
Service is important when it comes to investments, especially in the complex arena of superannuation. Macquarie Adviser Services is committed to providing you and your clients with a high level of service.
At a glance
Investment Minimums
| Initial investment | $3,000 or $1,500 with a regular direct debit |
| Cooling-off | A 14 day cooling-off period applies to the initial investment |
| Account balance | $1,200 |
Additional investments
| Contributions | Cheque, direct deposit or BPAY® | No minimum |
| Direct debit | $100 per debit | |
| BPAY | BPAY biller codes to contribute funds | |
| Personal/personal deductible: | 423095 | |
| Employer: | 423103 | |
| Spouse: | 423111 |
Withdrawals
| Minimum withdrawal | $500 per lump sum withdrawal |
Investment options
| Investment strategy | The Macquarie ADF Superannuation Fund invests primarily in shorter-term money market and interest rate securities, with some holdings in longer-term Australian fixed interest rate securities. It is suitable for security-conscious investors, for both the short and the long-term |
Fees and other costs
| Contribution fees | Nil |
| Withdrawal fee | Nil |
| Management costs | 1.21% |
| Commission | Clients may negotiate with their adviser and/or financial licencee to a commission paid from the revenue we receive |
Reporting
| Online access | transact@macquarie is a secure website that allows clients to view account information such as overall value and transaction history |
| Statements | Half yearly and annual |
® Registered to BPAY Pty Ltd ABN 69 079 137 518.
Information and forms
Information
View the Macquarie ADF Superannuation Fund Part A PDS
View the Macquarie ADF Superannuation Fund Part B PDS
Forms
Contributions
Additional investment form
Make an additional investment to the ADF Superannuation Fund
ADF Direct deposit facility form
Set up a direct deposit facility for additional regular or ad hoc contributions
Contributions splitting request form (2007/08 onwards)
Use this form to request a contributions split for contributions made for financial year 2007/08 onwards
Deduction notice for personal contributions
Claim a tax deduction for your personal contribution or vary a previous notice
Direct debit request
Use this form for Macquarie to debit an external bank account
Employer superannuation contributions
Use this form to direct employer superannuation contributions
Notification of eligibility for superannuation contributions
Use this form to confirm your client's eligibility to make contributions into superannuation (from age 65 and over)
Rollover Authority Form (ADF Superannuation Fund)
Send to the trustee/manager of the fund from which benefits are to be rolled over into the ADF Superannuation Fund
Administration
Change of account details form
Use this form to change account details, such as contact and bank account information
Change of pension details form
Use this form to update your pension details
Withdrawals
ADF Withdrawal/Rollover request form
Withdraw or rollover benefits from the fund