The Macquarie Wrap Consolidator II series has two investment menus as shown below. You can also access performance reporting and asset allocation here.
Macquarie Consolidator II - Engage:
- Is a cost-efficient solution with a limited menu of products
- Designed to suit clients with less complex investment needs
- A flat monthly account keeping fee
- The choice of 8 index and active SMA’s and 1 income SMA, managed by Macquarie Investment Management*
- The choice of 6 sustainability themed SMA’s from Pendal and Dimensional
- Term deposit and insurance options
- Minimum investment of $10,000 and a minimum cash holding of $500.
Macquarie Consolidator II - Elevate:
- Offers tiered, portfolio-based pricing with fee aggregation
- Designed for clients with evolving complexity and diversification needs
- A fee aggregation for family groups
- The ability to create family groups of up to eight accounts
- No transaction fees when purchasing or selling managed investments, Australian securities, and term deposits
- Access to over 160 SMA models from over 45 investment managers
- Access to over 600 managed funds
- Access to Australian listed securities, international listed securities^, domestic fixed income^, term deposits, and insurance options
- Minimum investment of $10,000 and a minimum cash holding of $1,000.
The series will include Macquarie Investment Consolidator II, Macquarie Super Consolidator II and Macquarie Pension Consolidator II.
^ International listed securities and domestic fixed income are only available for clients in Macquarie Investment Consolidator II - Elevate.
|Macquarie Investment Consolidator II IDPS Guide||Download PDF|
|Macquarie Wrap Cash Account – Product Information Statement||Download PDF|
|Macquarie Super and Pension Consolidator II PDS||Download PDF|
|Macquarie Super and Pension - Technical Information Booklet||Download PDF|
|Macquarie Wrap product disclosure documents||View all|
|Macquarie Super and Pension Consolidator II – Product Update||Download PDF|
|Super Investment Menu||Download Excel|
|IDPS Investment Menu||Download Excel|
We’re updating the PIS for the Wrap Cash Account. The changes will be effective from 1 December 2023 and are outlined in the variation notice.