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
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