SuperOptions Pension Plan

Features and benefits

Macquarie SuperOptions is a comprehensive superannuation and pension solution that combines broad investment choice, smart tax features and service excellence.

The Macquarie SuperOptions Allocated Pension Plan offers you a number of benefits:

• The opportunity for a capital gains tax bonus when you transfer from your SuperOptions Super Plan to the SuperOptions Pension Plan
• Online access to your account information and account management tools
• A stable income stream
• Choose the dollar amount and frequency of your regular pension payments (within minimum and maximum limits set by the Government)
• Option to vary the amount and frequency of your pension each year (within minimum and maximum limits set by the Government)
• Access to your account balance through lump sum withdrawals
• Choice and diversity - over 25 investment options, and a range of fund managers across different asset classes
• Flexibility to switch between investment options as your needs or investment markets change
• A range of tax smart features and estate planning tools

More information

• An initial investment minimum of $25,000
• A low minimum account balance of $5,000

Investment choice

Macquarie SuperOptions Pension Plan gives you the flexibility to create your own individually tailored portfolio from a menu of over 25 investment options, managed by Macquarie and other leading fund managers.

You can choose from investment options that are:

• multi-sector (spread across several asset classes)
• sector-specific (invested all in one asset class)

Multi-sector - conservative

• Blackrock Scientific Diversified Stable option
• Macquarie Capital Stable option
• van Eyk Blueprint Capital Stable option

Multi-sector - balanced

• Blackrock ScientificDiversified Growth option
• Macquarie Balanced option
• Perpetual's Balanced Growth option
• van Eyk Blueprint Balanced option

Multi-sector - growth

• Macquarie Growth option
• van Eyk Blueprint High Growth option

Cash

• Macquarie Deposit option

Fixed interest

• Macquarie Diversified Fixed Interest option
• UBS Australian Bond option

Property securities

• Colonial FS Wholesale Property Securities option
• Macquarie Property Securities option

Australian shares

• Advance Imputation option
• AMP Capital Equity - Class A option
• Custom Choice Boutique Australian Share option
• Macquarie Australian Equities option
• Perpetual’s Wholesale Industrial option
• Schroder Australian Equity option
• van Eyk Blueprint Australian Shares option

Australian shares - small companies

• Macquarie Small Companies Growth option

International shares

• Arrowstreet Global Equity (hedged) option
• AXA - Wholesale Global Equity Growth option
• Aberdeen Actively Hedged International Shares option
• GMO Global Equity option
• van Eyk Blueprint International Shares option

International shares - specialist

• Platinum International option

Geared shares

• Macquarie Geared Growth option

 

Brochures and forms

• Investor update
• Annual report

Online forms

• SuperOptions adviser remuneration service fee form
• SuperOptions automatic rebalancing facility
• SuperOptions investment strategy/pension drawdown form
• SuperOptions investment switching form
• SuperOptions non-lapsing death benefit nomination form
• SuperOptions rollover authority form
• SuperOptions withdrawal rollover form
• Change of account details form
• Change of pension details form
• Child pension schedule