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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.

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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
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