Premium Portfolio Service

Streamline your investment administration.

  • One clear view of your investment portfolio.
  • A broad choice of investment options.
  • Consolidated administration and reporting on your portfolio.


Our Macquarie Premium Portfolio Service offers consolidated administration, transaction and reporting for your investment portfolio.

Our Macquarie Premium Portfolio Service provides:

  • 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.

Find out more about our Premium Portfolio Service:

  • Macquarie Premium Portfolio Service questions and answers:
    Link to PDF
  • Download the Premium Portfolio Service Investment Account Flyer:
    Link to PDF
  • Download the Macquarie Private Wealth Application Booklet:
    Link to PDF


 
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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.