Self managed super funds

Leading the way in self managed super fund solutions

The right composition of smart solutions can help you significantly reduce the time you spend on self managed super fund (SMSF) administration.

With more than 20 years’ experience, Macquarie is uniquely positioned to help you manage your SMSF clients efficiently and effectively.  

Smart solutions from the SMSF experts

Offering flexibility and control, Macquarie’s market-leading SMSF solutions are designed with you and your clients in mind. Along with technical knowhow and respect of the trusted relationships you've built with your clients, we help you provide the right composition for your clients' SMSFs.

• Cashflow control
• Flexible borrowing
• Powerful investment solutions
• Innovative insurance
• Streamlined administration

Learn more about our smart solutions.

Smart solutions from the SMSF experts

Cashflow control

It's important to have high visibility and control of your clients' cashflow, so you can act swiftly when opportunities arise - which is why one in four Australian SMSFs use the Macquarie Cash Management Account as their cash hub¹. And with Macquarie Bank Term Deposits you can help your clients lock in solid returns.  

Flexible borrowing

Acquiring property is an increasingly popular SMSF option, so at Macquarie we have developed a streamlined process to help make borrowing in super easier.

Tailor-made and flexible, the Macquarie SMSF Property Loan solutions are designed to easily integrate with most SMSFs, providing your clients with direct exposure to residential or commercial real property assets.  

Powerful investment solutions

Easy access to new and diverse investment opportunities is crucial to helping your SMSF clients create wealth for their retirement.

• Macquarie Professional Series offers access (directly or via platforms such as Macquarie Wrap) to the unique investment strategies of selected world-class fund managers.  
• A managed account from Macquarie Private Portfolio Management offers your clients access to a portfolio of direct investments managed on their behalf.  
• Provide your SMSF clients with leveraged exposure² to equity markets with Macquarie Equity Lever and the Macquarie Flexi 100 Trust. Exposure to shares with 100 per cent capital protection at maturity³ through Macquarie Step.

Innovative insurance

Wealth protection is a component of your SMSF clients' overall financial planning strategy that should always be considered.  

An alternative to traditional life insurance products, Macquarie Life Active provides a comprehensive all-in-one life insurance solution.

Streamlined administration

SMSF management doesn't have to equate to endless administration and paperwork. Let us take care of most of the paperwork while you and your clients retain full visibility over the underlying investments.  

The custodial structure of the Macquarie Wrap platform streamlines SMSF administration.  

 

Download a copy of our SMSF brochure

To learn more about how Macquarie can help make life easier for you and your SMSF clients, talk to your BDM today or contact the team on 1800 005 056.