PRODUCT DISCLOSURE STATEMENTS

If you have logged into this page, then we have provided you with specific product advice, and as such we are required to provided you with a Product Disclosure Statement (PDS) for that particular product recommendation.

INFORMATION

To read the PDS please click on each relevant link below. Upon doing so you will be presented with a PDF file of the relevant PDS.

If the link does not work, or you are unable to download the file, or if you wish for a hard copy instead then please contact us directly on (03) 5331 6550, or by email on [email protected]

SERVICES GUIDE

You can view our complete Financial Services Guide (FGS) and Privacy Statement by clicking the button below.

FINANCIAL SERVICES GUIDE

MACQUARIE WRAP

NON-SUPERANNUATION INVESTMENT

  1. Macquarie Investment Accumulator
  2. Macquarie Investment Consolidator
  3. Macquarie Investment Manager

SUPERANNUATION

  1. Macquarie Superannuation Accumulator
  2. Macquarie Super & Pension Consolidator
  3. Macquarie Super & Pension Manager

WHOLESALE INVESTMENTS

  1. AMP Corporate Bond Fund
  2. Bentham Asset Management
  3. Blackrock Multi-Opportunity Absolute Return Fund
  4. Challenger Guaranteed Income Fund
  5. La Trobe Australian Credit Fund – 12 Month Term Account
  6. Macquarie Cash Management Account
  7. The Montgomery Fund
  8. The Montgomery International Share Fund
  9. PIMCO Australian Focus Fund
  10. Smarter Money Fund
  11. UBS Income Solution Fund
  12. Vanguard Investment Funds Wholesale
  13. Yarra Capital Management Enhanced Income Fund
  14. Zurich Invest Global Thematic Share Fund
  15. Dimensional 5 Year Fixed Interest Trust
  16. Dimensional 2 Year Fixed Interest Trust
  17. Dimensional World Allocation 30 -70 Trust
  18. Dimensional World Allocation 50 -50 Trust
  19. Dimensional World Allocation 70 -30 Trust
  20. Dimensional World Allocation 100 Trust

 

FIXED TERM DEPOSITS

  1. Central Victorian Investments
  2. W & D Finance Term Deposit

PERSONAL INSURANCE

  1. AMP Elevate
  2. AMP Flexible Lifetime Insurance PDS
  3. Asteron Life Complete PDS
  4. BT Protection Plans PDS
  5. ClearView LifeSolutions Combined PDS
  6. Macquarie Futurewise Insurance PDS
  7. MLC Insurance PDS
  8. MLC Insurance SPDS
  9. OnePath PDS
  10. TAL Accelerated Protection PDS
  11. Zurich Wealth Protection