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

Macquarie Premium Portfolio Service

Streamline the management of your investments

> Request an appointment

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

Features and benefits

The Macquarie Premium Portfolio Service packages together all the administration, transaction and reporting aspects of your investments, enabling you to have a complete picture of your wealth.

Key features

One clear view of your complete investment portfolio
Timely, detailed and consolidated reports on your portfolio including comprehensive tax reporting
Three types of portfolio accounts – an investment, super and pension account
Access to a broad choice of investment options including shares, wholesale and mezzanine managed funds, a margin lending facility, fixed interest and cash
The ability to include your existing investments under your Premium Portfolio Service Account

Benefits of the service

Simple administration
Consolidated reporting
Online access to a wide range of reports on your portfolio
Managing capital gains tax (CGT)
Broad investment choice
Macquarie Cash Management Account – cash hub of your Premium Portfolio Service Investment Account portfolio
Macquarie Wrap Cash Account – cash hub of your Premium Portfolio Service Super and Pension

How does it work?

Through the Macquarie Premium Portfolio Service your Macquarie Private Wealth financial adviser will:

Collect and maintain all your investment-related information to free you from paperwork
Assist you with all your corporate actions, share buy-backs, rights issues and company annual reports to actively monitor and grow your portfolio
Prepare end of financial year income reports for your accountant, to save you time and potentially money
Provide a comprehensive portfolio reporting service that can provide reporting on asset allocation, income, investment and cash transactions

Who might this suit?

Investors looking to hand over the administration of their portfolio to an experienced portfolio administrator
Investors wishing to consolidate the administration of their investment portfolio
Investors looking for an investment account with a premium management and administration service
Investors who want to access high quality investment advice

Macquarie Premium Portfolio Service

Streamline the management of your investments

> Request an appointment

Contact us

Service

1800 806 310

Speak to your
financial adviser

Sales

1800 789 789

More contact details

Delegate the administration of your portfolio. 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 Premium Portfolio Service is offered by Macquarie Investment Management Limited ABN 66 002867 003 (“MIML”) Australian financial services license no. 237492. In deciding whether to acquire, dispose of or continue to hold an investment, you should consider the current Product Disclosure Statement (“PDS”) which is available from us, and assess, with or without your financial adviser, whether this product suits your financial situation, objectives and needs.

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.

The Macquarie Group does not give, nor does it purport to give, any taxation advice. The taxation discussion in this document is based on laws current at the time of writing. Those laws and the level of taxation may change. The application of taxation laws to each investor depends on that investor’s individual circumstances. Accordingly, investors should seek independent professional advice on taxation implications before making any investment decisions