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Home» Personal» Investments» Superannuation

Investments

Superannuation

Reinvent your future

Investor Choice

Investor Choice Superannuation Scheme (Scheme) is a defined contribution superannuation scheme which provides an opportunity for your superannuation portfolio to be individually tailored to help you meet your specific retirement goals and objectives.

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This information is a general description of the Macquarie Group only. Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice. No information set out above constitutes advice, an advertisement, an invitation, an offer or a solicitation, to buy or sell any financial product or security or to engage in any investment activity, or an offer of any banking or financial service. Some products and/or services mentioned on this website may not be suitable for you and may not be available in all jurisdictions. You should go to the website in your region for more information.

Macquarie Bank Limited ABN 46 008 583 542 (MBL) is authorised by APRA in Australia to carry out banking business in Australia. Each of MBL, acting through its London branch, and Macquarie Bank International Limited, is authorised and regulated by the UK Financial Services Authority to carry on banking business in the United Kingdom. MBL, acting through its Seoul Branch, is authorised and regulated by the Financial Services Commission in Korea to carry out banking business in Korea. Macquarie Group Limited and its related corporations are not otherwise currently authorised to accept deposits in any other jurisdiction.

The Investor Choice Superannuation Scheme (‘Scheme’) is designed to be a flexible way to manage your retirement savings. You are able to choose from a range of investments in consultation with your Investment Adviser. The Scheme is offered by Perpetual Trust in conjunction with Aegis. Perpetual Trust contracts with various Investment Advisers approved by Aegis to distribute the Scheme, who in turn provide investment advice to Scheme members. Perpetual Trust is the Trustee and Issuer of the Scheme. Aegis is a Promoter and provides the administrative platform, while Pegasus Fund Managers Limited is contracted by Perpetual Trust to manage the investment of your money. Applications in to this Scheme must be made through the Investment Statement.

Brook Professional KiwiSaver Scheme is distributed through Macqaurie New Zealand Limited and its wholly owned subsidiary Macquarie Equities New Zealand Limited (jointly referred to as Macquarie). Investments in the Brook Professional KiwiSaver Scheme (“Scheme”) are not deposits with, or other liabilities of Macquarie Bank Limited ABN 46 008 583 542 or of any other Macquarie Group company and are subject to investment risk, including possible delays in repayment and loss of income or principal invested. Neither Macquarie Bank Limited, Brook Asset Management Limited (“Brook”) nor any other member company of the Macquarie Group guarantees the performance of the Scheme or the repayment of capital from the Scheme or any particular rate of return. Macquarie Bank Limited is a company incorporated in Australia and authorised under the Banking Act 1959 (Australia) to conduct banking business in Australia. Neither Macquarie Bank Limited, Brook nor any other member of the Macquarie Group are registered as a registered bank in New Zealand by the Reserve Bank of New Zealand under the Reserve Bank of New Zealand Act 1989 (New Zealand). Applications in to this Scheme must be made through the Investment Statement.

Macquarie Private Wealth’s services are provided in New Zealand by Macquarie Equities New Zealand Limited (MENZ), a NZX Advising Firm and a registered financial services provider. The Disclosure Statements for MENZ and your adviser are available free of charge by contacting us on 0800 742 737. This website contains general advice only and does not take into account your investment objectives, financial situation or needs. We recommend that you consider the appropriateness of information to your situation and obtain financial, legal and taxation advice before making any financial investment decision. The views contained in this document may not constitute the views of any other Macquarie Group company. While we believe the information to be accurate and any recommendations to have reasonable basis, no warranty is made as to the accuracy or reliability thereof. Neither MENZ nor any member of the Macquarie Group of companies is registered as a bank in New Zealand under the Reserve Bank of New Zealand Act 1989. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorised under the Banking Act 1959 (Australia) to conduct banking business in Australia. Neither MENZ nor any Macquarie Group company other than MBL are an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of MENZ or any other Macquarie Group company. Important disclaimers regarding Macquarie research, including relevant disclosures can be viewed at www.macquarie.com/research/disclosures