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Macquarie Wrap - Super Accumulator

Past 5-year return
9.80%
Admin fee
$0
Calculated Fees on 50k
$822
Extensive investment menu including access to wholesale managed funds at retail prices
Rich adviser functionality
Premium service
Flexible insurance options plus ease of writing insurance policies
Individual tax processing
Simplified fee structure
Fully functional cash account
Segregated super and pension accounts
Macquarie Wrap - Super Accumulator is part of the Accumulator suite of Wrap products offered by Macquarie Investment Management Limited and is designed for members who have advisers to assist them with personal advice in respect to their investments.Members are able to access a comprehensive range of investment options, including over 180 managed investments across all main asset classes. The Macquarie Master Balanced Fund underperformed the SuperRatings Index over the 5 years to 30 June 2016.Fees are higher than the industry average across all account balances assessed. An additional Management Cost of the Cash Account applies; however, there is no exit fee and members can switch investment options free of charge. Members have access to a full suite of insurance cover, which is available through one or more insurance providers, including Death and Terminal Illness, Total and Permanent Disability and Income Protection. Premiums are tailored on an individual basis, and we are therefore unable to provide an accurate assessment at this time.Members and their adviser can track investments and access comprehensive reports online, while online trading is also available to advisers. Additionally, members have access to an automatic rebalancing facility to ensure their account stays in-line with their investment strategy.

Fees & fund features-0

Admin fee
Admin fee
$0
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.92%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Admin fee
Admin fee
$0
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.92%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Fund fees vs. Industry average
Fund past-5-year return vs. Industry average
Investment allocation
Investment option performance
+ View additional option performance information
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