Digital Download Hub
We’re transforming your online experience with us
Macquarie continues to evolve
Our commitment to a better online client experience
We're in the process of enhancing our digital banking services to create a better online experience for you and your clients. As part of this digital journey, we're making a series of exciting changes. This page has been designed to house all the information you need on the latest enhancements and how they'll shape your new online experience with us.
Technical information in the palm of your hand
Our Little Black Book lets you access technical information and expertise in the one place, without having to search the web for industry facts and figures.
Use the app to access key information for:
- current taxation, super and social security rates and thresholds
- personal taxation
- self managed super funds (SMSF)
- social security and aged care
- accumulation phase
- access to benefits
- pension phase
- benefits tax
- estate planning.
Download the app now on your Apple or Android device or visit our web version for desktop.
Got the app already?
Make sure you update it to access our latest user experience.
A new way of banking with us
We're making it easier for your clients to stay connected and informed online by bringing together their Macquarie accounts and products into one convenient location with our new online banking experience.
While the majority of your Wrap clients have moved to the new online banking experience, there are still some clients who don’t yet have access. The good news is we're moving these clients across from October. To make sure they can benefit from the new and more secure online banking experience, we’ll be encouraging those clients who haven’t yet registered for two-factor authentication to do so as soon as possible.
There are two ways your clients can register:
- by clicking on the banner they'll see when they next log on, directing them to the registration page
- by visiting online.macquarie.com.au/twofactorregistration
We've also built a dedicated campaign page for clients which outlines the benefits of our new online banking experience and some helpful tools, including an instructional video and a step-by-step user guide. For more on this, visit macquarie.com/cmaregister
Digital super/pension switch
Who is this relevant to? All Wrap advisers
We’re introducing digital super to pension/pension to super switches, so you’ll no longer need to complete lengthy paper forms in the lead up to financial year end. The new functionality will also make moving benefits back to accumulation phase a lot easier, ahead of the Government’s super reform program roll out from 1 July.
To use this new feature, your clients just need a mobile number and email address. Simply use our updated online application tool, available from the Wrap home page, by following the on screen instructions. You can then email your client directly where they’ll be able to accept the switch digitally. Once complete, we’ll send you and your client a confirmation email to let you know the switch has been completed successfully – it’s that easy.
Who is it relevant for? All Wrap advisers
We’re giving you more adviser and dealer service fee options across different asset classes. For example, you can now charge a dealer service fee on Separately Managed Accounts (SMAs), or dial-down adviser service fees on term deposits.
You can choose which service fee option best applies as part of the application process – whether it’s the online application, or a change of fee form.
Adviser Initiated Payments
Who is this relevant for? All advisers
Adviser Initiated Payments (AIP) is a service available via Macquarie Access that allows you to make payments online on your clients’ behalf. It will it save you time and also provide you and your clients with more control and flexibility when making payments from their Cash Management Account (CMA) and Consolidator Cash Account.
Thanks to its mobile-enabled capability and BPay® payments functionality, you can submit valid payment requests up to 5pm (Sydney time) on any business day and it will be processed the same day once authorised. By using AIP, you're also tapping into a secure portal which means it's less likely we'll need to call you and your clients to verify transactions. You can now make future-dated and recurring payments on your clients' behalf. This will be particularly useful when your clients need to make multiple payments for the same amount to the same account, or when you know a future transaction will be needed.
Who is this relevant for? All advisers
Opening client accounts online is easy and efficient. When this happens, your clients will receive a concise, informative email with simple instructions on how they can start getting the most out of their account with us. All applications require a valid mobile number and email address to be submitted. Another great feature of our online application process is our SMS authentication process which has been developed so that clients can confirm their registration online, giving them access via online and mobile banking quicker. So altogether, that means a simpler, more seamless digital experience for both you and your clients.
25 Jan 2016
Follow these simple steps to start an online application for Macquarie Wrap, now with electronic verification.
Macquarie Wrap explained
We want to make it easier for you to explain what wrap is, so we’ve created an online resource for you to use with your clients. There’s a video you can share as well.
We hope these resources help to educate your clients on the (sometimes confusing) topic of wrap platforms.