subscribe to our newsletter

Macquarie launches super toolkit

Rachael Micallef
28 May 2013 — 1 minute read

Macquarie has launched a new product to address adviser demand for more education around self-managed super funds (SMSFs). Macquarie's SMSF ToolKit provides tools and insight to help make SMSF management easier.

"It is important for advisers to keep up to date with [regulatory] changes and be aware of how these can impact their clients," said Peter Forrest, Macquarie Adviser Services' head of product - cash and SMSF solutions.

The tools include calculators from Macquarie's MAStech team that calculate the benefits of different SMSF scenarios.


Also included are technical materials to help advisers keep track of super, tax matters and updates on SMSF lending rules.

A practice section, with templates and guides, can help advisers conduct client seminars on the benefits and applications of different SMSF strategies.

Macquarie launches super toolkit
smsf logo
smsfadviser logo

Are you up to date with the legislative changes from 1 July? Contribution cap increases, super guarantees, age increases, SG rate increases. The budget announcement changes. Don’t be caught off guard by your clients’ questions. Prepare for any scenario with the SMSF Foundations course. 21 CPD hours available. Learn more

join the discussion

Latest poll

Do you have clients that are aged 65 or 66 planning to trigger the bring forward rules?


Get the latest news and opinions delivered to your inbox each morning

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.