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Home» Personal» Investments» Superannuation» Investor Choice

Investments

Investor Choice

Individually tailored to help you meet your specific retirement goals and objectives

Investor Choice is currently not accepting applications, while a revised Investment Statement and Prospectus is being finalised.

The Investor Choice Superannuation Scheme is a contribution superannuation scheme that provides the opportunity for your superannuation portfolio to be individually tailored to help you meet your specific retirement goals and objectives.

In consultation with one of our wealth management advisers you can construct a portfolio from a wide range of independently researched funds that are approved by the Trustee and Investment Manager. Your personalised portfolio is then maintained as a discrete portfolio of investments within the scheme.

Personal Plans
Qualifying Recognised Overseas Pension Scheme

Personal Plans

An Investor Choice Superannuation Scheme Personal Plan (Personal Plan) is set up separately to hold specific investments for each member. Each Personal Plan, which can only contain authorised investments for that Personal Plan, is maintained as a distinct portfolio of investments within the Scheme.

The authorised investments in respect of a Personal Plan are such investments or classes of investments as the Trustee and the Scheme’s Investment Manager have authorised from time to time.

Qualifying Recognised Overseas Pension Scheme

The Scheme is registered as a Qualifying Recognised Overseas Pension Scheme (QROPS) for the transfer of UK pensions. A QROPS can accept transfers of funds from UK pension schemes on behalf of individuals, normally without that transfer leading to immediate tax consequences in relation to the individual’s UK pension scheme membership.

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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.

Neither Macquarie nor any member of Macquarie group guaranties the performance of any investment.

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.

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