Macquarie Equity Lever: A symphony of SMSF opportunities
Equity Lever is a simple investment solution designed for a wide range of investors, including SMSFs. Investors have the opportunity to build a portfolio of blue-chip Australian shares and access enhanced dividends and franking credits1 through moderate levels of leverage.
Offering a symphony of opportunities, it is one of the few solutions available for SMSFs that can enhance growth and income potential in a tax efficient way.
Equity Lever SMSF adviser webinar – register today
Advisers are invited to explore simple strategies designed to maximise current opportunities for their SMSF clients2 at the Equity Lever SMSF webinar.
Register today and learn how Equity Lever can help to optimise your clients' SMSFs - the industry's fastest growing segment.
Two CPD points will be awarded. Click here to register.
Take advantage with Equity Lever
Super administration system.
Visit the Equity Lever website for more information.
As with any investment, there are risks to consider when investing through Equity Lever, including the risk of leverage magnifying losses, the risk of interest rates rising, the risk that the underlying securities selected by the investor perform poorly over time and the risk that this may require the sale of the underlying securities or an early repayment of the amounts owing. Please read the Product Disclosure Statement for more information.
More information
To find out more, please contact your local Macquarie Specialist Investments Distribution Manager or visit the Equity Lever website.
Alternatively contact the Macquarie Client Service Team on 1800 080 033 or at [email protected].
1. Subject to the investor's eligibility to claim franking credits and the investor's own circumstances.
2. Trustees of superannuation funds who propose to invest through a Macquarie Equity Lever Facility should be aware of their obligations to formulate and implement an appropriate investment strategy that has regard to the whole of the circumstances of their fund and to act in the best interests of members of the fund.
3. The maximum permitted leverage for each underlying security may be varied by Macquarie if reasonably necessary to protect Macquarie's rights.
4. Except when investors buy, sell or transfer an Instalment Receipt or a direct debit is dishonoured.
This information has been prepared by Macquarie Bank Limited ABN 46 008 583 542, AFSL 237502 (Macquarie) as issuer of Macquarie Equity Lever (Equity Lever) and is current as at 17 July 2012..
This information has been prepared for general information purposes only, without taking into account any potential investors' personal objectives, financial situation or needs. Before acting on this general advice, a potential investor must consider its appropriateness having regard to that potential investor's own financial objectives, financial situation and needs.
An offer to acquire a new Equity Lever Facility and Instalment Receipts under that Facility is made in the Macquarie Equity Lever Combined Product Disclosure Statement and Financial Services Guide dated 1 February 2011 and the Short form PDS dated 1 February 2011 (collectively the "2011 PDSs"). An offer to acquire Instalment Receipts under an Equity Lever Facility issued before 1 February 2011 is made in the Macquarie Equity Lever Combined Product Disclosure Statement and Financial Services Guide (FSG) dated 14 March 2008, and the Supplementary Product Disclosure Statement dated 14 May 2008 (collectively "the 2008 PDS"), as updated on the website macquarie.com.au/equitylever. In deciding whether to acquire or continue to hold an investment in an Instalment Receipt through an Equity Lever Facility, an investor should obtain a copy of the relevant PDSs together with any updates on the website macquarie.com.au/equitylever and consider their contents. All potential investors should also obtain financial, legal and taxation advice before making any decision about whether to acquire an Instalment Receipt. The 2011 PDSs and the 2008 PDS are available at 1 Martin Place, Sydney or by phoning 1800 080 033.
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, lender 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.
Investments in Instalment Receipts are not deposits with or liabilities of Macquarie Bank Limited, or of any entity in the Macquarie Group, and are subject to investment risk, including possible delays in repayment and loss of income and capital invested. Neither of Macquarie Bank Limited nor any other member of the Macquarie Group guarantees any particular rate of return or the performance of the Instalment Receipts, nor do they guarantee the repayment of capital from the Instalment Receipts.
No members of the Macquarie Group give, nor does any member purport to give, any taxation advice. The taxation information in this document is based on laws current at the time of writing. Those laws and the level of taxation may change. The application of taxation laws to each investor depends on that investor's individual circumstances. Accordingly, investors should seek independent professional advice on taxation implications before making any investment decisions.
In this information a reference to Macquarie Group shall be a reference to Macquarie Group Limited and its related bodies corporate.
© Macquarie Group.
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