Pension Manager

Features and benefits

Tailor your pension to meet your needs with Macquarie Pension Manager’s wide range of investment options.

• Access to a wide range of different investment options including approved ASX listed securities, over 600 managed investments and term deposits
• Great alternative to a self managed super fund, without the set-up and compliance costs
• Extensive online reporting and transparent fees
• Flexible estate planning features
• Open a transition to retirement pension
• Benefit from Macquarie’s leading technology and technical know-how

More information

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

Initial investment
$50,000

Additional features:

Open a transition to retirement pension

Macquarie Pension Manager offers either a standard account based pension or a transition to retirement pension.

UK pension transfers

As a Qualifying Recognised Overseas Pension Scheme (QROPS), Macquarie Pension Manager is eligible to receive benefits transferred directly from a UK pension scheme or from an Australian scheme that contains benefits previously transferred from a UK pension scheme.

Flexible estate planning

• Reversionary pensions
• Non-lapsing death benefit nominations
• Child pensions
• Compensation for tax paid while benefits were accumulating (certain conditions must be met)

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

Investment choice

Macquarie Pension Manager offers 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 over 600 managed investments
• access to all the main asset classes

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 is available.