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Welcome
Opening and adding to your portfolio
Opening your portfolio
Your first investment
Transferring in existing assets (in-specie transfer)
Bpay®
Direct debit
Direct deposit
Cheque
Dishonoured investments
Investment selection
What investment types are available?
Managed investments
Term deposits
ASX listed securities
Other approved investments
Margin lending - borrowing money increases your investment
How does diversification help reduce risk?
What factors can affect your returns?
Past performance
Transacting
Your CMA
Managed investments
Application
Redemption
Switching between managed investments
Managed investments that do not transact daily
Approved ASX listed securities
Contra trading
Corporate actions
Other actions
Partly paid securities
Term deposits
Rolling over a term deposit
Other approved investments (transacting)
Automated investment management tools
Automatic cash management
Automatic rebalancing
Dollar cost averaging
Income from your investments: reinvestment plans
Reporting
Ongoing reporting
Annual statement
Independent review report
Tax reporting
ClientView: online access to your portfolio
Reports available to your adviser
Reporting on a group of portfolios
Third party access
Reporting on the value of your portfolio
Managed investments
ASX listed securities (excluding instalment warrants)
Instalment warrants
The CMA and term deposits
Other approved investments (reporting)
Changes in methods for valuing assets
Fees and other costs
Managed investment fees
Brokerage on listed security transactions
Further details about fees and other costs or payments
Payments received from other parties
Fees applicable during a month
Commissions
How do I withdraw?
Minimum total portfolio balance
How to withdraw
Closing your portfolio
Important information
Managed investments
Listed securities
Term deposits
Other approved investments (withdrawals)
Your CMA
Taxation
Stamp duty
Collecting your Tax File Number (TFN) or Australian Business Number (ABN)
Non-residents for tax purposes
GST tax invoices
Capital gains calculations
Are your fees and charges tax deductible?
Other information
Operating your portfolio
Changing details
Fax and electronic instruction service
Telephone recording policy
No cooling off period
Portfolios with no ongoing balance
Illiquid investments
Investment decisions
You and your adviser
Your adviser's responsibilities
Your adviser's authority
Changing advisers
Anti-Money Laundering and Counter Terrorism Financing Terms and Conditions
Joint accounts
Deceased estates
Related party transactions
Working with Macquarie Bank Limited
Fees paid to other parties
Privacy Statement
Complaints
Terms and conditions
1. Defined terms
2. This Agreement
3. Responsibility and liability
4. Your Adviser and Third Parties
5. Online Services
6. Third Party online access authority
7. Direct debit request
8. Your instructions
9. Applicable law
Financial Services Guide for Macquarie Investment Management Limited
Information about Macquarie Investment Management Limited
Our financial services and financial products
Providing instructions to Macquarie
Payments to Macquarie for the services provided
Compensation Arrangements
Personal information
Complaints handling
Ongoing reporting
Annual statement
Independent review report
Tax reporting
TAIS IDPS Guide
Macquarie Equities Limited: Best Execution Obligation
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