Macquarie Managed Portfolio Service

Managed investment portfolio features and benefits

The Macquarie Managed Portfolio Service is a registered managed investment scheme that allows you to have a portfolio of investments managed by us according to a defined investment strategy, commonly referred to as a Separately Managed Account.

The Macquarie Managed Portfolio Service gives you access to a professionally managed portfolio of investments, unlike a conventional (unit trust) managed fund structure.

How does a managed investment portfolio work?

• You choose from a list of investment strategies or model portfolios provided by a range of professional investment managers.
• We establish an account , containing a portfolio of investments for each model portfolio chosen by you.
• We manage your account in accordance with the chosen model portfolio(s), buying and selling investments as required to reflect updates made to those model portfolios by the investment managers.
• You are the beneficial owner of the investments in your account.
• You pay one all-inclusive management fee, which includes the brokerage on transactions.

This allows you to:

• Choose one investment model portfolio or a combination of model portfolios from a selection of investment managers and strategies to suit your investment needs.
• Fund your account with cash or a transfer of existing ASX-listed securities, without triggering a capital gains tax liability (where the securities form part of the model portfolio).
• View your account holdings and transactions online.
• Set up a regular withdrawal plan to receive monthly payments from your account.
• Upon closing your account, transfer security holdings to your name without triggering a capital gains tax liability.

Who might suit a Managed Portfolio service?

• Investors who are interested in professional portfolio management while maintaining the flexibility of direct ownership.
• Investors looking to diversify their investment portfolio.
• Busy investors who don’t have time to manage their portfolio on a day-to-day basis.