All your investments in one place

Macquarie Vision offers you and your adviser visibility, control and service all in the one place. 
Businessman and business woman working together at the office using laptop and documents
Talk to your Macquarie adviser today about Macquarie Vision. 

Detailed reporting and analysis

Access complete and consolidated reporting across your Macquarie Vision portfolio with all your investments in one place. 

Visibility and control

Monitor all your investment positions at a glance on both desktop view and through our app. 

24 hour online access

View your account valuation, transaction history, and asset allocation, anywhere and at any time.

Research

Access to Macquarie's research and insights including coverage of equities, commodities, and broader economic factors. 

Service

A Macquarie Vision account connects you to your financial future by bringing your wealth solutions into one place. 

A mid-shot of a young business man typing on his computer on his office desk with a laptop connected to a screen.

Everything in one place

Use Macquarie Vision to hold your cash, super, trading and investments in the one place. 

Introducing Macquarie Vision

More than just a reporting tool, Macquarie Vision offers many innovative features to make managing your wealth easier.

Watch this short video to see how it works.

Macquarie Vision 101 views

With Macquarie Vision you can look at your portfolio on the go. This video will demonstrate the different ways you can view your investments on the portal.

 

Macquarie Vision 101 Transactions

This video will demonstrate how you can view your transactions relating to your equities, managed funds and term deposits.

Macquarie Investment documents

Document Link
Macquarie Investment IDPS guide Download PDF
Macquarie IDPS Investment menu Download PDF
Macquarie Investment Material Event Notice - 1 July 2019 Download PDF

Macquarie Super and Pension documents

Document Link
Macquarie Super and Pension PDS Download PDF
Macquarie Wrap Superannuation technical information booklet Download PDF
Macquarie Super and Pension Investment menu Download PDF
Macquarie Super Annual Report Download PDF
Macquarie Super Significant Event Notice - 25 November 2020 Download PDF
Macquarie Super Significant Event Notice - 1 July 2019 Download PDF
Macquarie Super Significant Event Notice - 29 September 2017 Download PDF
Macquarie Super Significant Event Notice - 1 October 2016 Download PDF

Macquarie Trading documents

Document Link
Macquarie Trading booklet Download PDF

Macquarie Vision Cash documents

Document Link
Macquarie Vision Cash product information statement Download PDF
Macquarie Cash Solutions direct debit form Download PDF
Macquarie Cash Solutions withdrawal form Download PDF
Macquarie Cash Solutions third party authority form Download PDF
Macquarie Cash Solutions recurring payment authority form Download PDF

Macquarie Vision Savings documents

Document Link
Macquarie Vision Savings product information statement Download PDF

Current interest rates

Product Rate
Macquarie Vision Cash account# 0.00% p.a.^ **
Macquarie Vision Savings account ($0-9,999,999.99) 0.40% p.a.^
Macquarie Vision Savings account ($10,000,000 +) 0.20% p.a.^
Macquarie Vision Super and Pension Cash Hub# 0.00% p.a.^
Premium Portfolio Service Super and Pension Cash account 0.10% p.a.
   

** Rate is available to accounts with a primary financial services professional that is licensed to give financial product advice. 

Prior to 1 December 2020, we may have paid commissions where your Cash Account was set up by a Financial Services Professional prior to 1 July 2014. By law, we are required to cease the payment of such commission from 1 January 2021 onwards. Macquarie has voluntarily chosen to end these arrangements early and from 1 December 2020, we will rebate the benefit of these commissions to Cash Accounts through the interest rate applicable on the Cash Account.

# Please note that from 1 September 2019, administration fees will no longer be charged on cash hubs.

^ Interest rates effective from 26 February 2021 and are subject to change.

Trustee and Operator information

Document Link
MIML Company Constitution (including rules for Director nominations, appointments and removals) Download PDF
MIML Company Financial Statement Download PDF
MIML Financial Services Guide Download PDF
IDPS Class Order opt in notice - 1 April 2014 Download PDF

Board and Executive Officer information

Document Link
MIML Executive Officer Qualifications and Experience Download PDF
MIML Executive Officer Remuneration Download PDF
MIML Board Attendance Register Download PDF

Policies and registers

Document Link
MIML Proxy Voting Policy (Wrap and Superannuation) Download PDF
MIML Trustee Proxy Voting Register (listed company shares only) Download PDF
MIML Summary of Conflicts Policy Download PDF
MIML Register of Interests and Duties Download PDF
MIML Outsourced Providers List Download PDF


Foreign tax residency information - FATCA and CRS

You must not knowingly do anything to put Macquarie in breach of:

  1. sections 1471 to 1474 of the US Internal Revenue Code of 1986 (commonly known as FATCA), any associated regulations or official guidance, any agreement with the US Internal Revenue Service relating to FATCA or any Australian laws, regulations or official guidance relating to an intergovernmental agreement between the United States and Australia in connection with FATCA (FATCA Laws) or our internal policies and procedures;
  2. our obligations in relation to Common Reporting Standards under the Taxation Administration Act 1953 (Cth) (commonly known as CRS), any associated regulations or official guidance, the OECD Multilateral Competent Authority Agreement on Automatic Exchange of Account Information or any Australian laws, regulations or official guidance in connection with CRS (CRS Laws) or our internal policies and procedures.
  3. You agree to provide Macquarie all information or assistance we request, at any time, (whether as part of the application process or otherwise) to ensure that we are able to comply with our obligations under the FATCA Laws, CRS Laws or Macquarie’s internal policies and procedures.
  4. In making an application, you consent to Macquarie disclosing, in connection with the FATCA Laws, CRS Laws or Macquarie’s internal policies and procedures, any of your Personal Information (as defined in the Privacy Act 1988 (Cth)).
  5. Macquarie, at its sole discretion, retains the right to withhold its products and services from any applicant that it does wish to supply, including where information has not been provided, as required, to comply with FATCA Laws, CRS Laws or Macquarie’s internal policies and procedures.

Superannuation disclosure

Find your Macquarie Superannuation Plan trust deed, board remuneration, annual reports and other important information.

View all

Additional information

This information is provided by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237 492 RSEL L0001281 (MIML). It does not take into account your objectives, financial situation or needs. Before making any financial investment decision or a decision about whether to acquire a product mentioned on this page, a person should obtain and review the terms and conditions relating to that product and also seek independent financial, legal and taxation advice. MIML is the operator of Macquarie Vision Investment and the Trustee of the Macquarie Superannuation Plan.