Rebate Financial Services

Macquarie Investments

Established in Australia in 1969, it began operations in Sydney in January 1970 with only three staff.

Existing investors - Receive a 100% rebate on entry fees for all future investments, contributions and regular savings plans. without you needing to change the investment. Simply nominate Rebate Financial Services as your investment broker, using our one page nomination form. Macquarie charges fees of up to 4% on all contributions.

Rebate Financial Services pays cash rebates equivalent to 50% of the amount received from trailing commissions reveived, these are often as much as 0.6% of funds under management. 

New Investors – Either download the Product Disclosure Statement (PDS) for your chosen investment product, fill it out and mail it to Rebate Financial Services or, alternatively, send us your details and we will send you a stamped PDS which you can then submit directly to Macquarie.

Download and complete the Nomination Form below to receive up to 100% rebate or cancellation of future entry fees and up to 50% of any trailing commissions that
are currently being paid to a financial advisor or being kept by the product issuer. Trailing commissions paid by financial institutions generally range from 0.20-0.60% p.a. These commissions are generally paid for out of the management fees levied against your investment are not an additional charge to you.

The Macquarie group offers a range of investment services.  Refer to the below list for a comprehensive range of products and services.



Cash Management Trusts, Fixed Interest products and Term Deposits.

Cash Management Account

Cash Management Trust

Cash XL high interest online account

Fixed interest
Capital Notes
Convertible Investments
Corporate Bonds
Debentures
Government Bonds
Income Securities
MQ Term Plus

Term deposits

Managed Investments.

Alternative Investments
Generator Income Notes
Generator Notes
Global Infrastructure Trusts - MGIFT and MGIFTII
Hedge Funds
Macquarie Almond Investment
Macquarie Equinox
Macquarie Forestry Investment
Macquarie Fortress Fund
PRISM - registered users
Macquarie reFleXion Trusts
Macquarie Winton Global Opportunities Trust
MQ Comets
Macquarie Gateway
MQ Specialist Funds

Australian share funds
Active Australian Equities Trust
Concord Australian Equity Fund
Leaders Imputation Trust
Small Companies Growth Trust

Diversified funds
Balanced Fund
Income Advantage Fund
Managed Growth Fund

Fixed interest funds
Gilt Edge Bond Trust

Individually Managed Accounts
Private Portfolio Management

International share funds
Macquarie International Share Trust
IFP Global Franchise Fund
Walter Scott Global Equity Fund

Listed real estate investment trusts
Macquarie CountryWide Trust
Macquarie DDR Trust
Macquarie Leisure Trust Group
Macquarie Office Trust


Macquarie Professional Series
Arrowstreet Global Equity Fund
Arrowstreet Global Equity Fund (Hedged)
Concord Australian Equity Fund
EII Global Property Fund
IFP Global Franchise Fund
Walter Scott Global Equity Fund
Walter Scott Global Equity Fund (Hedged)
Winton Global Alpha Fund


Separately Managed Accounts
Managed Portfolio Service


Unlisted property funds
EII Global Property Fund
Macquarie Direct Property Fund
Macquarie Property Income Fund
Macquarie Direct Property Trusts
Property Securities Trust


Retirement and Superannuation products.

Do-it-yourself super
Macquarie Property Lever

Instalment Receipts
Macquarie Equity Lever

Pension plans
SuperOptions Pension Plan
PPS Pension Account

Super funds
ADF Superannuation Fund
SuperOptions - Super Plan
PPS Super Account

For more detailed information on any of the abovementioned products please contact Macquarie Investment Management Limited directly or visit their website http://www.macquarie.com.au/au/index.html

Disclaimer: Information provided by Rebate Financial Services on this fund manager and its products is either factual or concerns observations of investor behaviour. This information is not intended to be, and should not be considered to be a recommendation or advice.  If you require advice please contact your financial advisor, or contact Rebate Financial Services for a referal to one.

Rebate Financial Services Pty Ltd

Level 13/30 Collins St
Melbourne, Victoria
3000

Tel: (03) 9663 0955
Fax: (03) 9662 2044

Click here to Contact Us

 

AFSL No: 247381
ABN: 83 004 553 931

 

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