Macquarie Equity Lever Investment Menu and Sample Portfolios

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1 Macquarie Equity Lever Investment Menu and Sample Portfolios Investment Menu Macquarie does not make any representations regarding the securities included in this Investment Menu, their suitability or their performance and the inclusion of any securities on this Investment Menu shall not be construed as the provision of financial advice in relation to those securities. Investors should obtain their own financial advice as to the suitability of investing in Instalment Receipts over any of the securities included on this Investment Menu in light of their financial objectives, situations and needs. A2M The A2 Milk Company Limited AGL AGL Energy Limited ALL Aristocrat Leisure Limited ALQ ALS Limited AMC Amcor Limited AMP AMP Limited ANN Ansell Limited ANZ Australia & New Zealand Banking Group APA APA Group AST AusNet Services ASX ASX Limited AWC Alumina Limited AZJ Aurizon Holdings Limited BEN Bendigo and Adelaide Bank Limited BHP BHP Billiton Limited BLD Boral Limited BOQ Bank of Queensland Limited BSL BlueScope Steel Limited BXB Brambles Limited CAR carsales.com Limited CBA Commonwealth Bank of Australia CCL Coca-Cola Amatil Limited CGF Challenger Limited CIM CIMIC Group Limited COH Cochlear Limited COL Coles Group Limited CPU Computershare Limited CSL CSL Limited CTX Caltex Australia Limited CWN Crown Resorts Limited CWY Cleanaway Waste Management Limited CYB Cybg PLC DMP Domino's Pizza Enterprises Limited DOW Downer EDI Limited DXS Dexus Property Group EVN Evolution Mining Limited FLT Flight Centre Travel Group Limited FMG Fortescue Metals Group Limited GMG Goodman Group GPT GPT Group HSO Healthscope Limited HVN Harvey Norman Holdings Limited IAG Insurance Australia Group Limited IFL IOOF Holdings Limited ILU Iluka Resources Limited IPL Incitec Pivot Limited JBH JB Hi-Fi Limited JHG Henderson Group plc JHX James Hardie Industries PLC LLC Lendlease Group LNK Link Administration Holdings Limited MFG Magellan Financial Group Limited MGR Mirvac Group MPL Medibank Private Limited NAB National Australia Bank Limited NCM Newcrest Mining Limited ORA Orora Limited ORG Origin Energy Limited ORI Orica Limited OSH Oil Search Limited PDL Pendal Group Limited QAN Qantas Airways Limited Current as at 3 December 2018.

2 QBE QBE Insurance Group Limited REA REA Group Ltd RHC Ramsay Health Care Limited RIO Rio Tinto Limited RMD ResMed Inc. RWC Reliance Worldwide Corporation Limited S32 South32 Limited SCG Scentre Group SEK Seek Limited SGP Stockland SGR The Star Entertainment Group Limited SHL Sonic Healthcare Limited SKI Spark Infrastructure Group STO Santos Limited SUN Suncorp Group Limited SYD Sydney Airport TAH Tabcorp Holdings Limited TCL Transurban Group TLS Telstra Corporation Limited TPM TPG Telecom Ltd TWE Treasury Wine Estates Ltd VCX Vicinity Centres WBC Westpac Banking Corporation WES Wesfarmers Limited WOR WorleyParsons Limited WOW Woolworths Limited WPL Woodside Petroleum Limited XRO Xero Limited Listed Investment Companies AFI Australian Foundation Investment Co ARG Argo Investments Limited Exchange Traded Funds and Managed Funds 1 NDQ BetaShares NASDAQ 100 ETF GOLD ETFS Physical Gold IAA ishares Asia 50 ETF IAF ishares Core Composite Bond ETF IOZ ishares Core S&P/ASX 200 ETF IEM ishares Emerging Markets ETF IEU ishares Europe ETF IOO ishares Global 100 ETF IJP ishares MSCI Japan ETF IVV ishares S&P 500 ETF IJH ishares S&P Mid-Cap ETF ILC ishares S&P/ASX 20 ETF RDV Russell Investments High Dividend Australian Shares ETF DJRE SPDR Dow Jones Global Real Estate Fund SYI SPDR MSCI Australia Select High Dividend Yield Fund STW SPDR S&P/ASX 200 Fund SLF SPDR S&P/ASX 200 Listed Property Fund SFY SPDR S&P/ASX 50 Fund IFRA VanEck Vectors FTSE Global Infrastructure (Hedged) ETF VEU Vanguard All-World Ex-US Shares Index ETF VAP Vanguard Australian Property Securities Index ETF VHY Vanguard Australian Shares High Yield ETF VAS Vanguard Australian Shares Index ETF VDGR Vanguard Diversified Growth Index ETF VDHG Vanguard Diversified High Growth Index ETF VIF Vanguard International Fixed Interest Index (Hedged) ETF VTS Vanguard US Total Market Shares Index ETF 1 Trades of Exchange Traded Funds (ETFs) and managed funds will be executed before market close. For these products, the Purchase (Sale) Price the investor receives will be the average of the prices at which the purchase (sale) of units is executed. Investors should seek advice on whether interest incurred in relation to an investment in securities that do not pay periodic income (such as GOLD) is an allowable deduction for income tax purposes.

3 Sample Portfolios These portfolios were compiled by Macquarie Bank Limited as of 15 October 2018 and are subject to change at any time and without notice to you. At the time of portfolio construction, the stocks in each portfolio typically had a majority of the properties in the table at the back of this document. Those stocks may no longer have the same properties after that time. No recommendation or guarantee has been given as to whether the identified stocks are likely to retain these properties or outperform in the future, and there may be other stocks which meet these criteria or score better on these criteria than the identified stocks. There may also be other criteria which better identify securities capable of better satisfying the relevant portfolio theme. It is also important to remember that the identified stocks may have been measured against the relevant criteria using historical information and performance, and past performance is not a reliance indicator of future performance. Investors should carefully consider the merits and prospects of an investment in any of the sample portfolios using information sources they consider to be reliable, and speak to their financial adviser. Balanced Growth portfolio classify the portfolio as a moderate growth-risk portfolio. This portfolio comprises mainly larger market cap and currently liquid companies and the majority of these generally have generally paid mostly franked and at least average dividend income which supplements a potentially modest but more stable growth profile. 6 stock 12 stock BHP BHP Billiton Limited 20.0% 10.0% ANZ Australia and New Zealand Banking Group Limited 20.0% 10.0% WES Wesfarmers Limited 20.0% 10.0% QAN Qantas Airways Limited 15.0% 10.0% TAH Tabcorp Holdings Limited 15.0% 7.5% RIO Rio Tinto Limited 10.0% 7.5% AMC Amcor Limited 7.5% BLD Boral Limited 7.5% TCL Transurban Group 7.5% LLC Lendlease Group 7.5% CTX Caltex Australia Limited 7.5% CSL CSL Limited 7.5% Growth Plus portfolio classify them as growth stocks. The portfolio may suit those investors who do not rely heavily on dividend income currently but are focussed more on longer-term capital growth potential. 6 stock 12 stock CSL CSL Limited 20.0% 10.0% JHX James Hardie Industries PLC 20.0% 10.0% TCL Transurban Group 15.0% 10.0% TWE Treasury Wine Estates Limited 15.0% 10.0% A2M The A2 Milk Company Limited 15.0% 10.0% ALL Aristocrat Leisure Limited 15.0% 10.0% TAH Tabcorp Holdings Limited 10.0% RHC Ramsay Health Care Limited 10.0% REA REA Group Limited 5.0% RWC Reliance Worldwide Corporation Limited 5.0% CWY Cleanaway Waste Management Limited 5.0% AMC Amcor Limited 5.0%

4 Income Plus portfolio classify the portfolio as a potentially lower-risk equity income portfolio (that is, a portfolio with the potential for stable income with less emphasis on longer-term capital growth). 6 stock 12 stock ANZ Australia and New Zealand Banking Group Limited 20.0% 15.0% WES Wesfarmers Limited 20.0% 15.0% TAH Tabcorp Holdings Limited 15.0% 10.0% NAB National Australia Bank Limited 15.0% 10.0% DXS Dexus 15.0% 10.0% TCL Transurban Group 15.0% 10.0% QAN Qantas Airways Limited 5.0% SGR The Star Entertainment Group Limited 5.0% GMG Goodman Group 5.0% LLC Lendlease Group 5.0% IFL IOOF Holdings Limited 5.0% BHP BHP Billiton Limited 5.0% US exposure portfolio This is a portfolio made up of stocks with revenue exposure to the US economy. 4 stock 6 stock JHX James Hardie Industries PLC 30.0% 20.0% CSL CSL Limited 25.0% 20.0% BLD Boral Limited 25.0% 15.0% ALL Aristocrat Leisure Limited 20.0% 15.0% BXB Brambles Limited 15.0% CPU Computershare Limited 15.0%

5 Selection criteria At the time of portfolio construction, the stocks in each portfolio typically had a majority of the properties in the table below. Those stocks may no longer have the same properties after that time. No recommendation or guarantee has been given as to whether the identified stocks are likely to retain these properties or outperform in the future, and there may be other stocks which meet these criteria or score better on these criteria than the identified stocks. There may also be other criteria which better identify securities capable of better satisfying the relevant portfolio theme. It is also important to remember that the identified stocks may have been measured against the relevant criteria using historical information and performance, and past performance is not a reliance indicator of future performance. Investors should carefully consider the merits and prospects of an investment in any of the sample portfolios using information sources they consider to be reliable, and speak to their financial adviser. Portfolio Criteria Balanced Growth 5-year historic EPS compound annual growth rate of greater than 3% constituent of the S&P/ASX 50 Index 3 month average daily volume greater than $24 million 1 year historical dividend yield of 3.5% or more, and traditionally paid dividends with franking of or more. Growth Plus 5-year historic EPS compound annual growth rate of greater than 10% 1 year historical dividend yield of less than 3.5% market cap greater than $9 billion, and historical 1 year P/E ratio of greater than 20. Income Plus 5-year beta less than 1 (systematic volatility compared to the S&P/ASX 200 Index) 1 year historical dividend yield of 3.5% or more traditionally paid dividends with franking of or more, and together, provide a diversified selection across sectors. US Exposure 5-year historic EPS compound annual growth rate of greater than 10% revenue exposure to the US economy of greater than 20% 3 month average daily volume greater than $24 million, and a market cap greater than $9 billion. For more information call us on or visit macquarie.com.au/equitylever or structuredinvestments@macquarie.com Disclaimer This information is of a general nature only and does not take into account the personal objectives, financial situation or needs of any particular investor. An offer to acquire a new Equity Lever Facility and Instalment Receipts under that Facility is made by Macquarie Bank Limited ABN , AFSL (Macquarie) in the Macquarie Equity Lever Combined Product Disclosure Statement and Financial Services Guide and the Short Form PDS as updated on the website macquarie.com.au/equitylever (collectively the PDSs). You can obtain a copy of the PDSs by contacting us on A potential investor should consider the contents of the PDSs together with any updates before making any investment decision regarding an Equity Lever Facility. Investments in Instalment Receipts are not deposits with or liabilities of Macquarie Bank Limited, or of any other Macquarie Group company 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. Trustees of SMSFs have an obligation 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.