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Product information, forms and disclosure
On this page, you’ll find all important documents and information about our Wrap investment, super and pension products
Investment accounts
Current offer documents
Previous offer documents
Products are closed to new applicants.
- Macquarie Investment Consolidator IDPS Guide
- Macquarie Investment Manager IDPS Guide
- Macquarie Investment Accumulator IDPS Guide
Product updates
31 May 2024
1 December 2023
Material Event Notices (MENs)
2022 MENs
2021 MENs
2020 MENs
2019 MENs
Target Market Determinations
Please also read the Target Market Determination relevant to your product. You’ll find this under the ‘Wealth products’ tab.
Cash accounts linked to your investment account
Please visit Cash accounts for important information.
Super and pension accounts
- Current offer documents
- Previous offer documents
- Significant Event Notices (SENs)
- Target Market Determinations
- Cash accounts linked to your super or pension account
- Superannuation fund trustee information
- Policies and registers
- Superannuation fund annual report
- Superannuation portfolio holdings disclosure (PHD)
- Retirement Income Strategy summary
- Annual Members' Meeting
- Member outcomes assessment summary
Current offer documents
Previous offer documents
Products are closed to new applicants.
Macquarie Wrap
- Macquarie Super and Pension Consolidator PDS
- Macquarie Super and Pension Manager PDS
- Macquarie Term Allocated Pension Manager Supplementary PDS
- Macquarie Super and Pension Manager PDS
- Macquarie Super Accumulator PDS
Premium Portfolio Service
Current as at 1 December 2014
Last supplemented 28 September 2015
- Premium Portfolio Service Super and Pension Account PDS
- Premium Portfolio Service Super and Pension Account further information booklet
- Premium Portfolio Service Super and Pension Account technical information booklet
- Premium Portfolio Service Super and Pension Account Investment Menu
Product updates
31 May 2024
- Macquarie Super and Pension Consolidator / Manager and Super Accumulator
- Premium Portfolio Service Super and Pension Account
1 December 2023
Significant Event Notices (SENs)
1 October 2024
Updates include:
- new requirements to protect your account from fraud.
- a change to the way we handle payments we receive after an account is closed (such as investment income).
- simplified advice fee labels and the introduction of a minimum balance requirement of $10,000 before advice fees can be charged.
- a change to the order in which we may sell down your assets.
Related SENs:
31 May 2024
Updates include:
- a one-off deduction from the Fund’s Taxation Reserve to account for an additional GST payment; and
- clarification around the ability of the Fund to claim reduced input tax credits (RITCs) for adviser service fees paid from 1 July 2024, in response to updated guidance from the ATO; and
- cessation of foreign currency contributions.
Related SENs:
- Macquarie Super Accumulator, Macquarie Super and Pension Consolidator/Manager, and Macquarie Super and Pension Consolidator/Manager II
- Macquarie Super and Pension (Vision)
- Premium Portfolio Service
13 May 2024 – Notice of investment’s illiquidity
Notification that redemptions of all classes of units of the Shield Master Fund have been suspended by the fund manager. This suspension means that any rollover request will not be able to be fulfilled within normal timeframes.
Related SENs:
1 January 2024 – Brokerage cost change for previously advised clients
Changes include:
The brokerage costs applied to transactions on Australian listed securities will change where there is no adviser on your account.
Related SENs:
2022 SENs
2021 SENs
2020 SENs
Target Market Determinations
Please also read the Target Market Determination relevant to your product. You’ll find this under the ‘Wealth products’ tab.
Cash accounts linked to your super or pension account
Please visit Cash accounts for important information.
Superannuation fund trustee information
- Macquarie Superannuation Plan Trust Deed
- MIML Company Constitution including rules for Director nominations, appointments and removals
- MIML Company Financial Statement
Policies and registers
- MIML Proxy Voting Policy (Wrap and Superannuation)
- Macquarie Superannuation Plan Proxy Voting Record
- MIML Conflicts of Interests and Duties Policy Summary
- MIML Key Management Personnel Register of Relevant Duties and Relevant Interests
- Macquarie Group Complaints Policy
- Macquarie Group Whistleblower Policy
Superannuation fund annual report
The Annual Report for the Macquarie Superannuation Plan includes the Directors’ Report (including Remuneration Report), Financial Report and Auditor's Report.
Download the Macquarie Superannuation Plan Annual Report 2024
Superannuation portfolio holdings disclosure (PHD)
Superannuation fund trustees are required to make publicly available information about the assets and derivatives, within each investment option, that are held by the trustee or an associated entity.
Portfolio holdings information for the Macquarie Superannuation Plan is provided below.
Portfolio Holdings for the Macquarie Superannuation Plan
This file provides a consolidated view of the Macquarie Superannuation Plan’s portfolio holdings. It includes information relating to the investment items within investment options that are provided by another Macquarie entity. Each of the sheets in this file are also provided individually below.
Macquarie Superannuation Plan - total holdings
This sheet discloses all investment options held within the Macquarie Superannuation Plan.
Macquarie Separately Managed Account holdings
This sheet discloses information about the Macquarie Superannuation Plan’s holdings within the Macquarie Separately Managed Account (SMA).
Macquarie Managed Fund holdings
This sheet discloses information about the Macquarie Superannuation Plan’s holdings in managed investment schemes and pooled deposit products that are issued by another Macquarie entity.
Other Managed Fund holdings
This sheet discloses information about the Macquarie Superannuation Plan’s holdings in managed investment schemes that are issued by non-associated entities.
Retirement Income Strategy summary
Annual Members' Meeting
The 2023/24 Annual Members’ Meeting for the Macquarie Superannuation Plan was held on Tuesday, 3 December 2024. This was a virtual meeting for all members of the fund that was hosted by the trustee, Macquarie Investment Management Limited.
Visit our Macquarie Superannuation Plan Annual Members’ Meeting page
Member outcomes assessment summary
Each year, as the trustee of the Macquarie Superannuation Plan, Macquarie Investment Management Limited is required to assess and compare the quality and competitiveness of its superannuation and pension products.
Financial Services Guide
Please read the Macquarie Investment Management Ltd (MIML) Financial Services Guide before deciding to invest in financial services or financial products provided by MIML.
Interest rates for cash accounts and cash hubs
Macquarie Wrap
| Account | Interest rate |
|---|---|
Investment Wrap Cash Account
| 2.75% p.a.#
|
| Investment Manager Cash Management Account | 2.75% p.a.# |
| Investment Consolidator Cash Account | 2.75% p.a.# |
| Investment Accumulator Cash Account | 2.75% p.a.# |
| Super and Pension Wrap Cash Hub | 3.65% p.a.^ |
| Super and Pension Manager Cash Account | 4.39% p.a.^ |
| Super Accumulator Cash Account | 4.39% p.a.^ |
| Separately Managed Account (SMA) Cash Holding | 2.75% p.a.# |
^ Interest rate effective from 16 February 2025 and is subject to change.
# Interest rate effective from 8 April 2024 and is subject to change.
Macquarie Vision
| Product | Rate |
|---|---|
| Macquarie Vision Cash account | 2.75% p.a.~ |
| Macquarie Vision Savings account ($0-1,999,999.99) | 4.65% p.a.~ |
| Macquarie Vision Savings account ($2,000,000-9,999,999.99) | 4.15% p.a.~ |
| Macquarie Vision Savings account ($10,000,000 +) | 3.00% p.a.~ |
| Macquarie Vision Super and Pension Cash Hub | 3.65% p.a.# |
| Premium Portfolio Service Super and Pension Cash account | 4.39% p.a.# |
~ Interest rates effective from 16 February 2025 and are subject to change.
# Interest rates effective from 8 April 2024 and are subject to change.
Trading accounts
Macquarie Vision
Key forms
You can use these forms to request investment trades or account changes. They can be emailed to wrapsolutions@macquarie.com.
| Form | Download |
|---|---|
Super Switch form Use this form to switch from your super account to a new pension account. | |
Change of account details Use this form to request a change of account details, including changes to your contact details, brokers and nominated account. | |
Direct debit request – Investments Use this form to debit a nominated account with another financial institution for regular deposits to your investment cash account. | |
Direct debit request – Super Use this form to establish a regular investment plan, crediting the cash hub for Super. | |
Recurring payment authority – Investments Use this form to arrange or cancel regular or fixed-amount automatic payments from your investment cash account. | |
Early release of preserved superannuation benefits – financial hardship – Super Use this form when applying for an early release of preserved superannuation benefits on the grounds of severe financial hardship. | |
Guide to completing the deduction notice for personal superannuation contributions – Super Use this notice if you intend to claim a tax deduction for your personal contributions or want to vary a previous notice you have already submitted. | |
Manual withdrawal – Investments Use this form to request to withdraw funds from your investments account. | |
Withdrawal/rollover form – Super/Pension Use this form to make a withdrawal or rollover from your super/pension account. | |
Account closure – Investments Use this form to close your investments account. | |
Investment order request form – Investments and Super/Pension Use this form to place investment order buys or sells (including term deposit breaks) on your account. | |
Additional investment – Super Use this form to make additional investments to your superannuation account. | |
Rollover authority –Super Use this form to roll superannuation benefits into your super account. | |
Super choice for employer contributions – Super Use this form to direct employer superannuation contributions to your super account. | |
Non lapsing death benefit nomination – Super/Pension Use this form to nominate a beneficiary for your superannuation benefits to be paid upon your death. | |
Third party authority – Investments and Super/Pension Use this form to authorise someone else to have various levels of authority on your account. |
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Additional information
This information has been prepared by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237492 RSEL L0001281 (MIML) and does not take into account your objectives, financial situation or needs. Before making any financial investment decision to acquire or continue to hold a product mentioned on this page, consider the Product Disclosure Statement or relevant offer document and terms and conditions relating to that product and seek independent financial, legal and taxation advice to decide if our products are right for you.
The Macquarie Wrap products referred to on this page are issued by MIML, and Macquarie Wrap Cash Management Accounts are issued by Macquarie Bank Limited ABN 46008583542 AFSL 237502 (MBL). The applicable offer documents are available on our product information page. Target Market Determinations for Macquarie issued products are available at macquarie.com.au/TMD under ‘Wealth products’.
The Macquarie Trading service is provided by Macquarie Equities Limited (MEL) ABN 41 002 574 923, AFSL 237504 as an ASX and Cboe trading participant and Third Party Platform Pty Ltd (TPP) ABN 74 121 227 905, AFSL 314341 as a participant of ASX Clear and ASX Settlement. Neither MEL nor TPP are representatives of each other.
Neither MEL nor MIML are authorised deposit-taking institutions for the purposes of the Banking Act 1959 (Cth) and their obligations do not represent deposits or other liabilities of MBL. Any investments are subject to investment risk including possible delays in repayment and loss of income and principal invested. MBL does not guarantee or otherwise provide assurance in respect of the obligations of MEL or MIML.