ADF Superannuation Fund

Features and benefits

Macquarie's ADF Superannuation Fund provides you with a safe place to park or consolidate your super while you consider your next move.

• Provides a low risk investment strategy to protect your superannuation
• Expertise in cash and fixed interest investments
• An initial investment minimum of $3,000 (or $1,500 with a regular investment plan)
• A low minimum account balance of $1,200

More information

The Macquarie ADF Superannuation Fund is a simple superannuation solution for investors seeking capital security and stable income.

It provides:

• A conservative investment strategy, which focuses on capital stability
• A good return on the cash or fixed interest portion of your superannuation portfolio
• Expertise in cash and fixed interest investments
• An initial investment minimum of $3,000 (or $1,500 with a regular investment plan)
• A low minimum account balance of $1,200
• A regular investment plan with a direct debit facility to boost your retirement savings
• A direct deposit facility for additional ad hoc contributions
• No contribution or withdrawal fees
• 1.21% per annum management fee
• Online access to your portfolio so you can keep track of your account
• Option to rollover or withdraw lump sum on retirement
• Potential tax benefits through investing in superannuation

Brochures and forms

• Investor update
• Annual Report
• Online Forms
  • ADF additional investment form
  • ADF direct deposit facility
  • ADF rollover authority form
  • ADF withdrawal rollover form
  • ADF direct debit request
  • Change of account details form
  • Change of pension details form
  • Super contribution splitting request form
  • Super contributions checklist
  • Deduction notice for personal contributions
  • Employer contributions form
  • Notification of eligibility for superannuation contributions