Self managed super funds

To be successful you need a partner with the right credentials, knowledge and product mix. Someone like Macquarie.

We have been providing services to the self managed super funds (SMSF) industry for more than 20 years, so we’re well qualified to help you and your clients succeed.

We have a wide range of SMSF-ready products and services which can assist you in managing and administering your clients’ self-managed super.

Take a closer look at our SMSF credentials:

 

Technical information for SMSFs

There’s not much MAStech don’t know about SMSFs.

The MAStech team is a pool of highly qualified superannuation and tax experts, dedicated to providing advisers with the best technical materials and education on superannuation and tax issues.

In a recent satisfaction survey, the MAStech team scored their best ever result for overall knowledge, expertise and ability to offer clear explanations.

 

Cash solutions for SMSFs

A robust cash management system is vital to the success of your SMSF.

Macquarie has been a leader in cash management solutions since introducing Australia’s first Cash Management Trust almost 30 years ago.

Macquarie’s Cash Management Account (CMA) is the next generation cash hub. It comes with an impressive range of benefits giving clients the functionality of a cash hub, with a competitive rate. Macquarie has committed to mirror the RBA cash rate until March 2012, updating the CMA rate within one week of any change.*

In addition to cash management, Macquarie also has competitive Cash Investment Solutions which have been tailored for SMSFs – Macquarie Cash XL and Macquarie Term Deposits.

 

SMSFs in Wrap

Macquarie Wrap has a comprehensive range of features and functionality to assist you to successfully manage your SMSFs, including tailored tax reports.

With all of your investments in one place, you receive consolidated, comprehensive reports from one source, rather than a multitude of different paperwork from different funds. The custodial structure of our wrap platform enables you to outsource most of the paperwork, but retain control over its underlying investments.

 

Invest in rare gems

Macquarie Professional Series® offers your SMSF clients access to a rare collection of specialist investment funds – hidden gems for wealth creation. The series provides exclusive access to, what we believe are, some of the world’s most outstanding investment managers over a diverse range of asset classes.

 

The power of leverage. The growth of equities

Macquarie Equity Lever gives your growth-oriented SMSF clients the ability to gain leveraged exposure to an extensive choice of ASX-listed securities through Instalment Receipts.

 

Lifetime income – guaranteed^#

For your SMSF clients seeking income assurance, Macquarie Lifetime Income Guarantee is an innovative product that provides them with the benefit of guaranteed income for life as well as equity upside, without locking their money away^#.