Super Manager

Features and benefits

Develop a sophisticated investment strategy tailored to your needs without the costs of establishing and managing a self managed superannuation fund. Macquarie Super Manager’s wide range of investment options can help you achieve your retirement savings goals.

• 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, management and compliance costs
• Easily switch into Macquarie Pension Manager when you reach retirement
• Extensive online reporting and transparent fees
• Benefit from Macquarie’s leading technology and technical know-how

More information

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

Initial investment

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

Additional features:

Tax based on your decisions

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

Seamless switching from super to pension

Easily switch from Macquarie Super Manager to Macquarie Pension Manager when you are ready to move into pension phase.

UK pension transfers

As a Qualifying Recognised Overseas Pension Scheme (QROPS), Macquarie Super 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

• 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

Adding to your account

You can make contributions into your Macquarie Super 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 Super Manager account.

In-specie transfer - Transfer in your existing ASX listed securities and managed investments as a personal contribution without having to sell them down to cash.

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

Investment choice

Macquarie Super 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 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.