Investment Manager

Features and benefits

Create a comprehensive portfolio of investments and minimise your reporting and administration workload.

• Retain control of the investment decisions
• Access to a wide range of different investment options, including approved ASX listed securities, over 600 managed investments and term deposits
• Extensive online and tax reporting eases the administration burden
• Comprehensive fee reporting
• Benefit from Macquarie's leading technology and technical know-how

More information

Macquarie Investment Manager 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. Investment Accumulator enables you to maintain a direct relationship with your adviser, who can provide you with investment and financial planning advice, while tracking your investments directly.

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

Initial investment

$50,000 or $20,000 with a regular investment plan.

Additional features:

You retain the rights

Your portfolio is held in your name and you make all the investment decisions.

Transfer your existing assets into your account

You can transfer approved ASX listed securities and managed investments on the investment menu you already own into your account, without having to sell them.

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 receive a Tax Return Report each year. This report provides details regarding your assessable income, managed investment distributions, allowable deductions and realised capital gains/losses on investments in approved assets held within your portfolio.

Corporate actions

We process corporate actions on your account according to your instructions

Adding to your account

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

• BPAY - Deposit electronically into your account using BPAY

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

• Direct debit - We will deduct an amount selected by you from a nominated Australian financial institution account to credit to your Investment Manager account

• Cheque - When you set up your portfolio, you will receive a personalised deposit book for the cash hub account of your portfolio

• In-specie transfer - Directly transfer in your existing ASX listed securities and managed investments without having to sell them down to cash

Investment choice

Macquarie Investment Manager offers you a wide range of investment options, enabling you and your adviser to develop a comprehensive investment strategy.

Managed investments

Access to one of the widest ranges of managed investments available:

• menu of more than 600 managed investments
• access to all the main asset classes
• generally available at wholesale fees.

ASX listed securities

Access to all approved CHESS sponsored ASX listed securities, including shares and other listed securities such as property trusts and self-funding instalment warrants.

Term deposits

Purchase term deposits within your Wrap account to take advantage of higher rates of return. A range of different terms and rates are available.

Personal assets

It may be possible to include other assets which are not Wrap approved investment options in your portfolio reporting. For further information, please speak to your adviser.

Fees and charges

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

The product disclosure statement contains detailed information regarding fees and charges, and is available from your financial adviser.