Premium Portfolio Service

Our Premium Portfolio Service will streamline your investment administration.

The Macquarie Premium Portfolio Service provides a comprehensive approach to planning, structuring and managing your investments to help you actively monitor and grow your portfolio.

In detail

Our Premium Portfolio Service will streamline your investment administration.
You will receive;

  • One clear view of your investment portfolio, online, anytime, anywhere.
  • Timely, detailed and consolidated reports on your portfolio including comprehensive tax reporting.
  • Access to a range of investment options including shares, wholesale managed funds, fixed interest and cash.
  • The ability to include your existing investments under your Macquarie Premium Portfolio Service Account.
  • Access to the investment expertise and insights of your adviser.

Things to consider

If you don't have time to keep up to date with what's happening in the financial world, or don't have an active interest in studying the markets you can ask your adviser to look after your portfolio.

The Macquarie Premium Portfolio Service is perfect for investors who are not keen on doing all the paperwork associated with owning and managing a portfolio. Your adviser tracks the investment transactions on your behalf and takes care of all the administration, record keeping and reporting.

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The information provided on this website is general information only and has been prepared without considering your objectives, financial situation or needs. Before acting on any information on this website, you should consider its appropriateness to your circumstances, discuss it with your adviser and, if a current offer document is available, read the offer document before making a decision about any investment opportunity promoted on this website.