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Home» Personal» Financial advice» Portfolio management» Macquarie Equity Portfolio Service

Macquarie Equity Portfolio Service

Hand over the administration of your equity portfolio

> Request an appointment

Features & benefits
How does it work?
Who might this suit?

Features and benefits

The Equity Portfolio Service offers comprehensive administration and reporting services for your equities and options portfolio.

Key features

Consolidated, timely information on your equities and options portfolio available on demand
A consolidated view of all aspects of your equity portfolio including:
- ASX listed securities
- Exchange traded options
- ASX listed Instalment warrants
- Macquarie Cash Management Account
- Macquarie Margin Loan facility

Benefits of the service

Simple administration
Consolidated reporting
Online access to a wide range of reports on your portfolio
The capacity for you to retain complete ownership and control of your investment decisions
Proven administration expertise provided by Macquarie Investment Management Limited

Important information

The Terms and Conditions of the Equity Portfolio Service application booklet have been updated. The changes will take effect from 1 August 2010. Please click here for more information.

How does it work?

The Equity Portfolio Service provides:

comprehensive administration services including dividend collection, handling of correspondence and investor communications
Processing of corporate actions including rights issues, public offers and takeovers based on your instructions
Visibility of your portfolio transactions online
Annual tax information to facilitate your tax return preparation

Who might this suit?

Investors looking to hand over the administration of their portfolio to an experienced portfolio administrator
Equities and options traders looking for a consolidated administration solution for their equity portfolio
Investors who require comprehensive annual tax information to facilitate tax return preparation

Macquarie Equity Portfolio Service

Hand over the administration of your equity portfolio

> Request an appointment

Contact us

Service

1800 806 310

Speak to your
financial adviser

Sales

1800 789 789

More contact details

Advice from Australia's No.1 stockbrocking firm. Macquarie Private Wealth

Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice contained in this website and before making any investment decision we recommend that you consider whether it is appropriate to your situation and seek appropriate financial, taxation and legal advice. We recommend that you read our Financial Services Guide before deciding whether to obtain financial services from us. If an offer document is available for a product referred to on this site, you should read it before making any investment decision. Information on this website is intended for residents of Australia only.

Except for Macquarie Bank Limited ABN 46 008 583 542 (MBL), any Macquarie entity referred to on this page is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Cth). That entity’s obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of that entity, unless noted otherwise.

Macquarie Private Wealth’s services are provided by Macquarie Equities Limited ABN 41 002 574 923 ("MEL") participant of Australian Securities Exchange Group, Australian financial services licence No. 237504, No 1, Shelley St, Sydney NSW 2000.

Macquarie Equity Portfolio Service is issued by Macquarie Equities Limited ABN 41 002 574 923 (“MEL”) participant of the Australian Securities Exchange Group, Australian financial services licence no. 237504.

The Macquarie Cash Management Account is a deposit account provided by Macquarie Bank Limited ABN 46 008 583 542, Australian financial services license no. 237502 (MBL). Fees and charges may be payable. Terms and conditions are available upon request.