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For clients with less complex needs

Our Consolidator II Engage offers clients with less complex portfolios access to a menu of cash, term deposits, insurance* and SMAs.

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The series includes:

Macquarie Investment Consolidator II
Macquarie Super Consolidator II
Macquarie Pension Consolidator II

Investment choice

The choice of 3 index SMAs and 3 active SMAs, as well as cash management, term deposit and insurance* options.

Simple fees

A flat, annual account keeping fee of $240 p.a.~ per account for Investment and $264 p.a.~ per account for Super and Pension

Low minimums

Minimum investment of $10,000 and a minimum cash holding of $500.

An easy transition

As your clients’ needs evolve, seamlessly switch them to Macquarie Consolidator II Elevate or Macquarie Manager II without capital gains tax implications, if they continue to hold the same investments.

Access to Macquarie SMAs

Access 3 index SMAs and 3 active SMAs either through Macquarie Consolidator II Engage, or as part of other Macquarie wrap investment menus.

A proven solution

We’re one of the largest platform providers by funds under administration, and we’re growing strongly. You’ll have the support of the broader Macquarie Group, a global investment leader with more than 50 years of unbroken profitability, and a name clients can have confidence in.

Macquarie Access Multi-Asset Portfolios

Macquarie Access Multi-Asset Portfolios

The Macquarie Access Multi-Asset Portfolios are designed for fee-conscious investors, seeking broad diversified exposure to a range of asset classes and markets, including growth and defensive assets. These high quality, low-cost portfolios are constructed using Macquarie’s innovative True Index Funds, an institutional quality form of passive investing which aims to provide benchmark returns for no management fee. The Portfolios are managed using a time-tested investment process focused on achieving target returns and limiting risk by adapting asset allocation to the prevailing market environment.

There are three risk profiles for the Macquarie Access Multi-Asset (Index) Portfolios: Conservative; Balanced; and Growth.

You can invest in the Macquarie Access Multi-Asset Portfolios using the Macquarie Consolidator II – Engage and Macquarie Consolidator II – Elevate investment menus, and the Macquarie Manager II investment menu.

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Macquarie Evolve Multi-Asset Portfolios

Macquarie Evolve Multi-Asset Portfolios

The Macquarie Evolve Multi-Asset Portfolios are focused on providing investors a dynamic multi-asset solution seeking to address the prevailing challenges of the low-yield world. Using a fee-conscious approach, the Portfolios provide active asset allocation across broad diversified exposures such as fixed income, equities, listed property, listed infrastructure and alternatives. The Portfolios leverage Macquarie’s diverse expertise, with exposure to range of managed funds consisting of an actively managed dynamic multi-asset core complemented by a satellite allocation to low-cost strategies. The strategy’s flexible and dynamic approach seeks to capture a wide spectrum of opportunities while limiting risk.

There are three risk profiles for the Macquarie Evolve Multi-Asset Portfolios: Conservative; Balanced; and Growth.

You can invest in the Macquarie Evolve Multi-Asset Portfolios using the Macquarie Consolidator II – Engage and Macquarie Consolidator II – Elevate investment menus, and the Macquarie Manager II investment menu.

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An evolving digital experience

An evolving digital experience

At Macquarie, we’re committed to delivering simpler, more powerful ways to help you manage your clients’ money. That way, you can focus on what’s valuable – building deeper connections with your clients.

As part of our multi-year platform evolution, we’ve launched new client and adviser portals, and we’re rolling out managed accounts innovations and continual technical enhancements. 

Learn more about how Macquarie’s platform can help you deepen your client relationships and grow your business.

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SMA product documents

Macquarie Access Multi-Asset Portfolios

Document Link
Macquarie Access Fact Sheet Download PDF
Macquarie Managed Accounts PDS Download PDF
Macquarie Access Quarterly Commentary (Growth) – June 2020 Download PDF
Macquarie Access Quarterly Commentary (Balanced) – June 2020 Download PDF
Macquarie Access Quarterly Commentary (Conservative) – June 2020 Download PDF
Macquarie Access Multi-Assets Portfolio - Underlying funds - July 2020 Download PDF

 

The Macquarie Access Multi-Asset Portfolios are rated 4 stars / ‘Superior’ by SQM Research^. This report is available to licensed financial advisers on request. Please contact your local Business Development Manager or email adviser@macquarie.com.au

Macquarie Evolve Multi-Asset Portfolios

Document Link
Macquarie Evolve Fact Sheet Download PDF
Macquarie Managed Accounts PDS Download PDF
Macquarie Evolve Monthly Commentary (Growth) – August 2020 Download PDF
Macquarie Evolve Monthly Commentary (Balanced) – August 2020 Download PDF
Macquarie Evolve Monthly Commentary (Conservative ) – August 2020 Download PDF
Macquarie Evolve Multi-Asset Portfolios - Underlying assets - July 2020 Download PDF

 

The Macquarie Evolve Multi-Asset Portfolios are rated 4 stars / ‘Superior’ by SQM Research^. This report is available to licensed financial advisers on request. Please contact your local Business Development Manager or email adviser@macquarie.com.au

Help and support

Macquarie Consolidator II – Engage is a cost-effective solution with a limited menu of products. It’s designed to suit clients with less complex investment needs.

You can access the Investment Menu through Adviser Online.

  1. Log in to Adviser Online
  2. Click the Investment menu button on the right hand side of Adviser Online home page
  3. Select either Macquarie Wrap IDPS Investment Menu or Super and Pension Investment Menu.


You can learn more about Macquaire Consolidator II here.

There are no changes to the term deposit options as part of the launch of Evolution and the Consolidator II and Manager II products. There are no differences between the term deposit options offered between the Consolidator II – Engage and the Consolidator II – Elevate Investment Menus.

Term deposits are available from:
 

  • Macquarie Bank
  • ANZ
  • National Australia Bank.

There are no changes to the insurance options as part of the launch of Consolidator / Manager II products. The insurance menu is the same as the closed Consolidator product, with four independent providers offering retail insurance policies (OnePath, AIA, TAL and Zurich).

There is no difference in the insurance options offered between the Consolidator II – Engage and Consolidator II – Elevate Investment Menus. If clients perform a product switch or move between Engage and Elevate Investment Menus, their insurance arrangements are maintained. 
 

You can view the Wrap Investment Menus here.

For more help and support topics, visit Adviser Help Centre

Contact us

Monday to Friday 8am – 7pm (Sydney time)

1800 025 063

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Help and support

Visit our Adviser Help Centre and search our adviser FAQs. 

 

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Additional information

This information is current as at 30 June 2020, is indicative only, and may change from time to time.

This information is provided by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237 492 RSEL L0001281 (MIML) for the use of licensed and accredited brokers and financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products. MIML is the operator of Macquarie Investment Manager, Macquarie Investment Manager II, Macquarie Investment Consolidator, Macquarie Investment Consolidator II and Macquarie Investment Accumulator; and is the Trustee of the Macquarie Superannuation Plan.

The information on this webpage is for financial advisers only – not for distribution to retail investors.

This is general information only and does not take account of investment objectives, financial situation or needs of any person. It should not be relied upon in determining whether to invest in a managed account. The relevant Product Disclosure Statement for each product is available on the Macquarie Wrap website and each investor should consider the Product Disclosure Statement in deciding whether to acquire, or continue to hold the relevant Macquarie Wrap Consolidator II and Macquarie Wrap Manager II products.

*

Insurance is only available for clients in Macquarie Super Consolidator II – Engage and Macquarie Pension Consolidator II – Engage.

~

Fee is inclusive of GST, net of the effect of any Reduced Input Tax Credit (RITC).

^

The SQM Research rating (assigned December 2019) contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person's particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the model portfolio manager for the research and rating of the SMA model portfolios.