SuperOptions Super Plan

Features and benefits

If someone told you that you had a stash of cash that belonged to you, wouldn’t you want to have your say about where it went and how it was invested? However, most of us do not give a second thought to the pool of wealth that is likely to be crucial in determining our lifestyle in retirement – Our Super.

A couple of simple actions now can mean the difference between a modest retirement and a comfortable lifestyle. The great news is that it is simple to set yourself on the path to success, with Macquarie SuperOptions and our team of Super Specialists.

Our goal is to help you get more out of your super and achieve your financial goals without the confusion – Simple!

Macquarie SuperOptions will change the way you think about Super. With a range of straight-forward features designed to help you get more out of your Super; Macquarie SuperOptions will help you cultivate your own pot of gold.

• Easy account management
• Exceptional service
• Intelligent investment combinations
• Effortless investment management 

For more information call us to speak to one of our Super Specialists.

More information

Easy account management

Many Australians do not know what their super balance is, let alone how it is invested. As super is likely to be one of your most valuable assets in your lifetime, don’t you think you should know?

Macquarie SuperOptions has been designed to make viewing and managing your super easy. How? By logging in online you can access:

• your account information
• your account balance
• your transactions, and
• great material developed to help you better understand super

Exceptional service

Our philosophy is simple; when you call, you will speak to a Superannuation Specialist. This ensures you get the information and service you need. Our award winning team can also help you make your super work harder, by helping you to find and reclaim your lost super, saving you paying duplicate fees that eat in to your nest egg.

Intelligent investment combinations

Macquarie SuperOptions gives you access to well researched, leading fund managers. You have flexible options for choosing how to invest your super savings. You can choose a pre-selected investment designed to quickly and easily diversify your investments across a range of securities in different asset classes. Alternatively you can hand pick from a range of investment managers and asset classes. It’s up to you.

By choosing to hand pick your investments from the investment menu you have 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.

Full investment menu

Cash

Fixed interest

Hybrid securities

Property

Australian shares~

International shares^

Geared shares

On the other hand you can simply choose an investment mix according to your own needs and goals, by selecting from our range of investment options: Conservative, Balanced and Growth.

Pre-selected investments*

Conservative

Balanced

Growth

Effortless investment management

We want your super to be as easy as possible, that’s why we offer an automatic rebalancing service. The automatic rebalancing service regularly reallocates your investments according to benchmarks you have established for the individual investment options within your account. This means that regardless of the performance of each investment option, your account will generally be in line with your investment strategy, saving you time and hassle.

Five easy steps to get your super working harder

Super may be your most valuable asset and there will be a time when you will need it. Despite this it can seem too daunting and like a lot of hard work. The great news is that it doesn’t have to be.

Macquarie SuperOptions and our team can help you to enhance the potential of your super, without the confusion. Our team will help guide you through five easy steps to help grow your super and protect it.

1.Choose your own super fund

Since 2005 most Australians have been able to choose their super fund. Choosing your super fund can be as easy as choosing a bank account. It can be a simple process. Our team can help you get this organised.Ask us how.

2. Consolidate and capitalise

It is estimated that one in two adult working Australians has a lost super account.That means these Australians are paying at least two sets of fees and costs and may be penalised for having a low balance. Consolidating your accounts into Macquarie SuperOptions can be a significant step toward your ongoing financial success. Ask us how.

3. Choose your investment combinations

Macquarie SuperOptions gives you access to well researched, leading fund managers. You have two options for choosing how to invest your super with Macquarie SuperOptions. You can select a pre formulated investment portfolio designed to diversify your exposure to a range of securities in different asset classes. Alternatively you can hand pick from a range of investment managers and asset classes. It’s up to you. Ask us how.

4. Set your savings goal

Do you know how much you will need to maintain your standard of living in retirement? A savings goal can help to ensure you can maintain the standard of living you have worked hard to achieve. Macquarie SuperOptions can facilitate different types of contributions and we can help you with the contributions strategy that’s right for you to help make sure you will be comfortable that when it is time to kick back and relax, you can. Ask us how.

5. Protect your future

It is important to protect what you have worked hard for. Macquarie SuperOptions has a range of optional features that can help you manage the unexpected, including insurance cover, estate planning and pension management. Ask us how.

Brochures and forms

• Macquarie SuperOptions Product Disclosure Statement
• Investor update
• Annual Report
• Product flyer - Super. Think of it as your own pot of gold

Online Forms