Macquarie Private Portfolio Management

Features and benefits

Macquarie Private Portfolio Management is a discretionary management service that allows you to maintain control over the direction of your portfolio and at the same time, delegate the day-to-day decisions to a team of experts. It is also referred to as an Individually Managed Account (IMA).

Key features

• A tailored packaged solution
• Investment capabilities
• Flexibility
• Personalised service
• Reporting

More information

A tailored packaged solution

Your investment portfolio is individually tailored and managed in accordance with your investment and lifestyle goals, income requirements, risk tolerances and tax situation.

This management service provides investment advice, consulting, portfolio management and administration all in one.

Investment capabilities

The investment management process operates within a team environment, with your portfolio being managed by a team of investment professionals.

Flexibility

Direct ownership combined with financial planning ensures your investments are structured to meet your financial goals and optimise your tax situation. There is a choice of investment options that can be adjusted at any time in accordance with your needs or lifestyle changes, without penalties or exit fees.

Personalised service

You have your own investment advisory team that has a clear understanding of your needs and goals and provides you with a highly personalised service including meetings with the investment team, investment updates and formal reviews, and a quarterly investment report.

Reporting

Reporting is a transparent service that relieves you of all paperwork yet provides regular comprehensive reports to facilitate tax planning, particularly with regard to off-setting capital gains with capital losses and using franking credits.

Who might this suit?

• Investors who want to delegate the portfolio management to a team of experts.
• Busy investors who don't have time to manage their portfolio on a day-to-day basis. 
• Investors who want to make sure their portfolio is managed to an agreed investment policy.
• Investors with a minimum of $1,000,000 to invest.