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Macquarie Consolidator II offers two investment menus – Macquarie Consolidator II - Engage, and Macquarie Consolidator II - Elevate - to help meet the evolving needs of your clients throughout their investment journey.

Offer documents for Macquarie Consolidator II are available on the Macquarie Wrap website.

Macquarie Consolidator II - Engage and Macquarie Consolidator II - Elevate are part of the same offer, and appear within the same Product Disclosure Statement (PDS) or IDPS Guide. This means that you can seamlessly switch clients from Macquarie Consolidator II - Engage to Macquarie Consolidator II - Elevate without capital gains tax implications, if they continue to hold the same investments.

For more information about Macquarie Consolidator II, request a call.

Macquarie Consolidator II - Engage may be suited for clients at the beginning of their investment journey. It offers clients with less complex portfolios access to a right-sized menu of cash, term deposits, insurance and SMAs. It features:

• A flat annual accounting keeping fee
• The choice of 6 index and active SMAs, as well as term deposit and insurance* options
• Minimum investment of $10,000 and a minimum cash holding of $500.

The series includes Macquarie Investment Consolidator II - Engage, Macquarie Super Consolidator II - Engage and Macquarie Pension Consolidator II - Engage.

As your clients’ needs evolve, Macquarie Consolidator II - Elevate can offer them a more comprehensive menu of cash, insurance and a full suite of investment options. It features:

• Tiered, portfolio-based pricing
• Fee aggregation
• The ability to create family groups of up to eight accounts
• Access to over 160 SMA models from over 45 investment managers
• Access to over 600 managed funds
• Access to Australian listed securities, global 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 includes Macquarie Investment Consolidator II - Elevate, Macquarie Super Consolidator II - Elevate and Macquarie Pension Consolidator II - Elevate.

Offer documents for Macquarie Consolidator II and Macquarie Manager II are available on the Macquarie website.

For more information about pricing across Macquarie Consolidator II and Macquarie Manager II, request a call.

Macquarie Consolidator II offers two investment menus with two different pricing structures.

Macquarie Consolidator II - Engage

Macquarie Consolidator II - Engage may suit clients at the beginning of their investment journey. It features:

• A flat annual accounting keeping fee
• No minimum fee
• No switching fees
• No SMA access fees~
• No asset-based administration fees.

~The SMA access fee have been replaced by an SMA transaction fee on listed securities within the SMA.

Macquarie Consolidator II - Elevate

Macquarie Consolidator II - Elevate may suit clients facing increasing complexity and diversification needs. It features:

• Tiered, portfolio-based pricing with an account keeping fee
• Fee aggregation
• No minimum fee
• No transaction fees when purchasing managed investments, Australian listed securities and term deposits
• No switching fees
• No SMA access fees~.

~The SMA access fee have been replaced by an SMA transaction fee on listed securities within the SMA.

Macquarie Manager II may suit clients with concentrated portfolios. It features:

• Tiered, holdings-based pricing with a low minimum fee
• No account keeping fee
• No transaction fees when purchasing managed investments, Australian listed securities and term deposits
• No switching fees
• No SMA access fees~

~The SMA access fee have been replaced by an SMA transaction fee on listed securities within the SMA.