Investment Accumulator

Features and benefits

Investment Accumulator's wide range of managed investments can put you in a great position to grow your wealth, while easing the reporting and administration burden of investing.

• Access to a wide range of managed investments
• Extensive online and tax reporting eases the administrative burden
• Comprehensive fee reporting
• Switch into Macquarie Investment Manager with even more investment choices as your wealth grows
• Benefit from Macquarie's leading technology and technical know-how

More information

Macquarie Investment Accumulator is available on the Macquarie Wrap investment platform, through a financial adviser who is registered with Macquarie Wrap.

Your adviser is integral to the establishment and ongoing operation of your portfolio. Macquarie Investment Accumulator enables you to maintain a direct relationship with your adviser, who can provide you with investment and financial planning advice, while easily tracking your investments.

Your adviser is your primary point of contact and any questions about your portfolio should be directed to them.

Initial investment

$5,000 or $2,000 with a regular investment plan

Additional features

Tax based on your decisions

Individual tax processing within your account helps you to benefit from your individual investment decisions.

Consolidated tax reporting

You will have access to a Tax Report each year. This report provides details regarding your assessable income, managed investment distributions, allowable deductions and realised capital gains/losses on investments held within your portfolio.

Seamless switching from accumulator to manager

Macquarie Investment Accumulator is designed to suit your needs during the accumulation phase of your wealth strategy.

As your wealth grows and your needs change, subject to eligibility criteria you can easily switch from Macquarie Investment Accumulator to Macquarie Investment Manager without having to switch your existing investments or realise any capital gains or losses . Macquarie Investment Manager offers a broader range of investment options, including ASX listed securities, managed investments and term deposits.

Adding to your account

You can make contributions into your Macquarie Investment Accumulator account in the following ways:

• BPAY - Deposit electronically into your account using BPAY

• Direct deposit - Arrange to make regular or ad hoc contributions to your account, by internet or telephone banking

• Direct debit - We will deduct an amount selected by your client from a nominated Australian financial institution account

• Cheque - You can make additional investments by cheque at any time.

Investment choice

Macquarie Investment Accumulator offers you access to a wide range of managed investments, enabling you and your adviser to develop a comprehensive investment strategy:

• menu of over 170 managed investments
• access to all the main asset classes
• generally available at wholesale fees.

Your financial adviser can provide you with the investment menu and help you choose investments that best meet your financial goals.

Fees and charges 

Macquarie Investment Accumulator is available on the Macquarie Wrap investment platform, through a financial adviser who is registered with Macquarie Wrap.

 The Macquarie Investment Accumulator Guide contains detailed information regarding fees and charges, and is available from your financial adviser.