Premium Portfolio Service - Super and Pension Account

Features and benefits

• Access to a wide range of different investment options, including approved ASX listed securities and managed investments
• Access to estate planning and life insurance
• Online access to view your portfolio
• Consolidated portfolio reports
• Simple transfer to a pension account when you reach retirement
• Flexible pension draw-down options
• Access to tailored advice through your Macquarie Private Wealth adviser

More information

Macquarie Premium Portfolio Service Super and Pension Account is only available only through a Macquarie Private Wealth adviser.

Initial investment
$100,000

Additional features:

Tax based on your decisions

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

Seamless transfer from super to pension account

Simple transfer from your super account to a pension account when you reach retirement and benefit from flexible pension draw-down options.

UK pension transfers

As a Qualifying Recognised Overseas Pension Scheme (QROPS), Macquarie Premium Portfolio Service Super and Pension Account 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

• Compensation for tax paid while benefits were accumulating;(only where certain conditions are met)
• Insurance – death, TPD and disability insurance
• Non-lapsing death benefit nominations
• Child pensions

Fees and charges

Macquarie Premium Portfolio Service Super and Pension Account is only available through a Macquarie Private Wealth adviser.

The product disclosure statement contains detailed information regarding fees and charges and is available from a Macquarie Private Wealth adviser.