| Document | Link |
|---|---|
| Macquarie Investment IDPS guide | Download PDF |
| Macquarie IDPS Investment menu | Download PDF |
| Macquarie Investment Material Event Notice – 1 July 2019 | Download PDF |
| Macquarie Investment Material Event Notice – 1 October 2021 | Download PDF |
| Unadvised Investors Investment Menu | Download PDF |
| Macquarie Investment Material Event Notice – 1 September 2022 | Download PDF |
| Macquarie Investment Material Event Notice – 1 January 2024 | Download PDF |
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Macquarie Vision
More than just an investment account.
All your investments in one place
Macquarie Vision offers you and your adviser visibility, control and service all in the one place.
Talk to your Macquarie adviser today about Macquarie Vision.
Detailed reporting and analysis
Access complete and consolidated reporting across your Macquarie Vision portfolio with all your investments in one place.
Visibility and control
Monitor all your investment positions at a glance on both desktop view and through our app.
24 hour online access
View your account valuation, transaction history, and asset allocation, anywhere and at any time.
Research
Access to Macquarie's research and insights including coverage of equities, commodities, and broader economic factors.
Service
A Macquarie Vision account connects you to your financial future by bringing your wealth solutions into one place.
Everything in one place
Use Macquarie Vision to hold your cash, super, trading and investments in the one place.
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Introducing Macquarie Vision
More than just a reporting tool, Macquarie Vision offers many innovative features to make managing your wealth easier.
Watch this short video to see how it works.
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Macquarie Vision 101 views
With Macquarie Vision you can look at your portfolio on the go. This video will demonstrate the different ways you can view your investments on the portal.
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Macquarie Vision 101 Transactions
This video will demonstrate how you can view your transactions relating to your equities, managed funds and term deposits.
Product information
Macquarie Investment documents
Macquarie Super and Pension documents
| Document | Link |
|---|---|
| Macquarie Super and Pension PDS | Download PDF |
| Macquarie Wrap Superannuation technical information booklet | Download PDF |
| Macquarie Super and Pension Investment menu | Download Excel |
| Macquarie Super and Pension Product update | Download PDF |
| Macquarie Super Annual Report | Download PDF |
| Unadvised Members Super Menu | Download PDF |
Significant event notice (SEN)
25 November 2020 – Cash Hub Administration fee/Interest Rate Changes
Changes include:
- A decrease in the maximum cash hub administration fee from 2.41% to 1.5%, and
- A change to the cash hub minimum interest rate
Related SENs:
1 October 2021 – Operational Risk Financial Requirement (ORFR) Fee and Design and Distribution Obligations (DDO)
Changes include:
- Introduction of an ORFR fee and disclosure of estimated regulatory and operating expenses the Trustee will recover from the superannuation fund (not applicable for previous SuperOptions members)
- A change to the variable fee range for cash administration fees on cash accounts
- Our response to the commencement of the Design and Distribution Obligations which includes:
- target market determinations,
- restricting investments choices and tools for accounts without a linked financial adviser, and
- restricting advisers’ ability to transact where personal advice has not been provided and where the adviser determines the transaction is not consistent with the target market determination for the product
- Changes to the complaints processes regarding new regulatory timeframes
Other minor changes were implemented regarding the way adviser service fees can be charged, the removal of the Eligible Rollover Fund, the proposed introduction of dollar cost averaging for SMAs, electronic signature procedures, and a disclosure relating to reporting and rounding calculations.
Related SENs:
1 September 2022 – Cash Hub Administration fee/Interest Rate Changes
Changes Include:
- An increase in the estimated range of the cash hub administration fee to 0.69% p.a. to 1.75% p.a. applied to your balance in the cash hub (which means an increase in the fees that you may be charged), and
- Lowering the cash hub minimum interest rate payable to you, and
- A change to the way we disclose fees and costs to meet new regulatory requirements (RG97).
Related SENs:
1 January 2024 – Brokerage cost change for previously advised clients
The brokerage costs applied to transactions on Australian listed securities will change where there is no adviser on your account.
Related SEN:
Macquarie Trading documents
| Document | Link |
|---|---|
| Macquarie Trading booklet | Download PDF |
Macquarie Vision Cash documents
| Document | Link |
|---|---|
| Macquarie Vision Cash product information statement | Download PDF |
| Macquarie Cash Solutions direct debit form | Download PDF |
| Macquarie Cash Solutions withdrawal form | Download PDF |
| Macquarie Cash Solutions third party authority form | Download PDF |
| Macquarie Cash Solutions recurring payment authority form | Download PDF |
Macquarie Vision Savings documents
| Document | Link |
|---|---|
| Macquarie Vision Savings product information statement | Download PDF |
Current interest rates
| 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 | 3.55% p.a.# |
| Premium Portfolio Service Super and Pension Cash account | 4.15% p.a.# |
# Interest rates effective from 14 April 2024 and are subject to change.
^ Interest rates effective from 8 April 2024 and are subject to change.
Superannuation disclosure
Find your Macquarie Superannuation Plan trust deed, board remuneration, annual reports and other important information.
Member outcomes assessment summary
Annual Members' Meeting
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 or a decision about whether to acquire a product mentioned on this page, a person should obtain and review the terms and conditions and/or relevant offer document relating to that product and also seek independent financial, legal and taxation advice.
The Macquarie Vision products referred to on this page are issued by MIML. Consider the Product Disclosure Statement (and/or other applicable offer documents) available on the Macquarie Vision website , to decide if our products are right for you and whether you should acquire or continue to hold a product.
Funds invested on your behalf by MIML are not deposits with or other liabilities of Macquarie Bank Limited ABN 46008583542 or any other entity of the Macquarie Group and are subject to investment risk, including possible delays in repayment and loss of income and capital invested. None of Macquarie Bank Limited, MIML, or any other member of the Macquarie Group guarantees any particular rate of return or the performance of the investments, nor do they guarantee the repayment of capital.
Target Market Determinations for Macquarie issued products are available at our Design and Distribution hub.