SPAA - Macquarie

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Macquarie

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Macquarie offers advisers and their clients an innovative selection of administration and investment solutions, all specifically tailored for SMSF portfolios.

Macquarie offers a wide range of flexible and transparent SMSF solutions to suit you and your clients. Our innovative suite of options gives your clients the freedom to choose a SMSF strategy that fits, with the high visibility to watch their savings grow. From managing cashflow with control and transparency through a Macquarie Cash Management Account, to individual investment management with a Macquarie Individually Managed Account, your client has the freedom to customise their investment strategy, track the status of their investments online and manage their cashflow.

Macquarie Equity Lever gives growth-oriented SMSF clients the ability to leverage into select ASX-listed securities through Instalment Receipts. And for those seeking income assurance, Macquarie Longevity Solutions' newest development provides SMSF clients with guaranteed income for life. We aim to provide clients who are approaching retirement or those who have recently retired, control over one of today's key risks without losing access to their pension account savings. Nobody should outlive their savings and we are here to assist in managing that risk.

To learn more about how Macquarie can provide you and your clients with the freedom of choice combined with the assurance of greater control, contact us on 1800 808 508 or visit macquarie.com.au

This information is provided by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237 492 (MIML), Macquarie Private Portfolio Management Limited ABN 26 089 987 388 AFSL 237506 (MPPM), Macquarie Bank Limited ABN 46 008 583 542, AFSL 237 502 (MBL) and Macquarie Life Limited ABN 56 003 963 773 AFSL 237497 for licensed advisers attending the SMSF Professionals' Association of Australia Limited (SPAA) Conference. In no circumstances is it to be used by a potential investor for the purposes of making a decision about a financial product or class of products. This advice is not personal advice. This advice has been prepared without taking account of investors' objectives, financial situation or needs.

All potential investors should obtain independent financial, legal and taxation advice and consider all risks before making any decision about investing in any financial product offered by MIML, MPPM MBL or any other member company of the Macquarie Group. Other than Macquarie Bank Limited (MBL), no Macquarie Group entity referred to in this document is an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth), 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 Macquarie Group entities referred to in this document.

Funds invested on your behalf by MPPM are not deposits with or other liabilities of Macquarie Bank), MPPM or of any Macquarie Group company and are subject to investment risk, including possible delays in repayment and loss of income or principal invested. None of Macquarie Bank, MPPM , or any other member company of the Macquarie Group guarantees any particular rate of return, or the performance of the investments, nor do they guarantee the repayment of capital from the investments.

Macquarie Equity Lever, Macquarie Instalments and the Macquarie Cash Management Account are offered by MBL. Macquarie Individually Managed Account is offered by MPPM. You should obtain a copy of the relevant product offer document from us and consider its contents before making any investment decision regarding the relevant financial product. Any proposed products are subject to internal and external approvals. Because of this the Macquarie Group makes no representation that any proposal will proceed or that the products will have any or all of the features mentioned in this document.

Macquarie or its associates, officers or employees may have interests in the financial products referred to in this information by acting in various roles including as investment banker, underwriter or dealer, holder of principal positions, broker, issuer or adviser. Macquarie or its associates may receive fees, brokerage or commissions for acting in these capacities. In addition, Macquarie or its associates, officers or employees may buy or sell the financial products as principal or agent and as such may effect transactions which are not consistent with any recommendations in the information.