The Macquarie Accumulator series was originally designed for clients with less complex investment needs.
Since then, we’ve worked with advisers to understand what their clients are looking for in a wrap and investment platform.
The Macquarie Consolidator II – Engage Investment Menu option provides a solution for clients with less complex investment needs (and Accumulator is no longer needed to fill that gap).
Your clients can’t hold two super accounts with Macquarie in order to split their tax components. The Macquarie Super and Pension Consolidator II – Engage Investment Menu option sits within the same division of the Macquarie Superannuation Plan as other products that Macquarie currently offers.
This means that if your client has an existing Super and Pension Manager / Manager II or Consolidator / Consolidator II account, they can’t open a second super account with Macquarie.
Macquarie Consolidator II – Engage Investment Menu option isn’t an available option for margin lending.
We’re working on this to add it as a feature in the future.
You can still access the PDS and IDPS Guides for closed to new account products at Macquarie Wrap.
You can find current offer documents for Consolidator II and Manager II via Adviser Tools by searching for the product name or alternatively via the Macquarie Wrap Product Information page.
All PDS and IDPS Guides for Wrap are available online only. You and your clients can print copies if needed.
Chat in real-time with an adviser consultant Monday to Friday, 8am to 7pm Sydney time (excluding public holidays).
Everyone at Macquarie is commited to providing our clients with the highest standard of products and services available. If you have feedback we would like you to tell us about it.
