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We’re launching some simpler, more powerful ways to help you manage your clients’ money

We’re launching Macquarie Consolidator II, with two investment menus:

Macquarie Consolidator II - Engage:

  • A cost-efficient solution with a limited menu of products
  • Designed to suit clients with less complex investment needs

Macquarie Consolidator II - Elevate:

  • Tiered, portfolio-based pricing with a family group discount
  • Designed for clients with evolving complexity and diversification needs

Macquarie Consolidator II can meet the evolving needs of your clients throughout their wealth journey.

We’re launching new pricing across our new Macquarie Wrap suite: Macquarie Consolidator II and Macquarie Manager II.

With Macquarie Consolidator II and Macquarie Manager II you and your clients will experience:

  • An updated rate card
  • A family grouping discount (fee aggregation) in Macquarie Consolidator II - Elevate
  • No transaction fees when purchasing managed investments, Australian listed securities and term deposits
  • No switching fees
  • No SMA access fees~

~ The SMA access fee will be replaced by an SMA transaction fee on listed securities within the SMA.

Offer documents for Macquarie Wrap Manager II and Macquarie Wrap Consolidator II are not available as at the date of this brochure and will be available on or around 23 November 2019 on the Macquarie Wrap website. The information in this brochure can be used to help you and your firm or group prepare for the upcoming changes internally, however it cannot be used to provide any personal advice or recommendations to your clients, as per the requirements of the Corporations Act 2001 (Cth).

Over 20 years

3,400+ investment choices 

7,000+ advisers

210,000+ clients

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By submitting this form you are agreeing to someone from Macquarie to contact you with more information about the changes to Macquarie’s platform. You will also opt in to receive email updates about the evolution of Macquarie’s platform and products and services that may be of interest to you. The information you provide on this form will be retained and handled by Macquarie in accordance with our Privacy Policy. If you do not wish to provide all details or receive information of this nature, please phone us on 13 62 96.

It’s all part of our multi-year platform evolution

It’s our commitment to delivering simpler, more powerful ways to help you manage your clients’ money. That way you can focus on what’s valuable – building deeper connections with your clients.

Our platform evolution focusses on:

An evolving
digital experience

Learn more about our most recent digital enhancements. 

Learn more

Platform solutions to
meet more needs of more clients

Learn more about Macquarie Consolidator II - Engage, a new solution for clients at the beginning of their investment journey.

Learn more

A continued
commitment to a platform that works

Watch our video to hear about our investment in a multi-year platform evolution. 

Learn more

More about our new Macquarie Wrap menu for clients with less complex needs

Macquarie Consolidator II will offer two investment menus – Macquarie Consolidator II - Engage, and Macquarie Consolidator II - Elevate - to help meet the evolving needs of your clients throughout their investment journey.

Offer documents for Macquarie Consolidator II will be available on 23 November 2019 on the Macquarie Wrap website.

Learn more about:

Macquarie Consolidator II - Engage may be suited for clients at the beginning of their investment journey. It offers clients with less complex portfolios access to a right-sized menu of cash, term deposits, insurance and SMAs. It features:

  • A flat annual accounting keeping fee
  • The choice of 6 index and active SMAs, as well as term deposit and insurance* options
  • Minimum investment of $10,000 and a minimum cash holding of $500.

The series will include Macquarie Investment Consolidator II - Engage, Macquarie Super Consolidator II - Engage and Macquarie Pension Consolidator II - Engage.

* Insurance is only available for clients in Macquarie Super Consolidator II – Engage and Macquarie Pension Consolidator II – Engage.

As your clients’ needs evolve, Macquarie Consolidator II - Elevate can offer them a more comprehensive menu of cash, insurance and a full suite of investment options. It features:

  • Tiered, portfolio-based pricing
  • A family group discount (fee aggregation)
  • The ability to create family groups of up to eight accounts
  • Access to over 160 SMA models from over 45 investment managers
  • Access to over 600 managed funds
  • Access to Australian listed securities, global listed securities^, domestic fixed income^, term deposits and insurance* options
  • Minimum investment of $10,000 and a minimum cash holding of $1,000.

The series will include Macquarie Investment Consolidator II - Elevate, Macquarie Super Consolidator II - Elevate and Macquarie Pension Consolidator II - Elevate.

^ Global listed securities and domestic fixed income are only available for clients in Macquarie Investment Consolidator II - Elevate
* Insurance is only available for clients in Macquarie Super Consolidator II – Engage and Macquarie Pension Consolidator II – Elevate.

Macquarie Consolidator II - Engage and Macquarie Consolidator II - Elevate will be part of the same offer, and will appear within the same Product Disclosure Statement (PDS) or IDPS Guide. This means that you can seamlessly switch clients from Macquarie Consolidator II - Engage to Macquarie Consolidator II - Elevate without capital gains tax implications, if they continue to hold the same investments.

For more information about Macquarie Consolidator II, request a call.

More about improved cost efficiencies

Offer documents for Macquarie Consolidator II and Macquarie Manager II will be available on 23 November 2019 on the Macquarie website.

Learn more about:

Macquarie Consolidator II will offer two investment menus with two different pricing structures.

Macquarie Consolidator II - Engage

Macquarie Consolidator II - Engage may suit clients at the beginning of their investment journey. It features:

  • A flat annual accounting keeping fee
  • No minimum fee
  • No switching fees
  • No SMA access fees~
  • No asset-based administration fees.

~The SMA access fee will be replaced by an SMA transaction fee on listed securities within the SMA.

Macquarie Consolidator II - Elevate

Macquarie Consolidator II - Elevate may suit clients facing increasing complexity and diversification needs. It features:

  • Tiered, portfolio-based pricing with an account keeping fee
  • A family group discount (fee aggregation)
  • No minimum fee
  • No transaction fees when purchasing managed investments, Australian listed securities and term deposits
  • No switching fees
  • No SMA access fees~.

~The SMA access fee will be replaced by an SMA transaction fee on listed securities within the SMA.

Macquarie Manager II may suit clients with concentrated portfolios. It features:

  • Tiered, holdings-based pricing with a low minimum fee
  • No account keeping fee
  • No transaction fees when purchasing managed investments, Australian listed securities and term deposits
  • No switching fees
  • No SMA access fees~

~The SMA access fee will be replaced by an SMA transaction fee on listed securities within the SMA.

For more information about pricing across Macquarie Consolidator II and Macquarie Manager II, request a call.

Download our FAQs


We’ve pulled together a collection of frequently asked questions and answers to help you learn more about our platform evolution. 

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