Read about recent updates in the August Digital Download
Read about recent updates to our wrap, CMA and Macquarie Online Trading platform.
Less work, more accuracy, with new ABN application program
- From now, when you enter the ABN into the Wrap Online Application tool, the ABN will be validated against the Australian Business Registry (ABR) and the company information will be pre-filled in the form. This means you no longer need to find and manually add the ABN company information, and it ensures the information is correct when you submit the online application.
- More advisers than ever are taking advantage of our online application tool and we’re busy making improvements to it that help streamline the process for you and your clients. If you’re still using paper-based application forms and want to learn more about the digital options available, get in touch with your relationship manager.
Tax information for your clients available online faster than ever
- The first tranche of wrap tax reports made available in July was the earliest first tranche ever for a new tax reporting season. We’ve now released more than half of all 2018/19 wrap tax reports and will continue to release more online each week as they become available.
- This year, your clients will get an email from us when their tax reports are available to download via the Client Portal to help keep them in step and to help you manage this process.
- Visit the wrap tax website for all your tax resources.
Investment Accumulator IDPS Guide has been updated, effective 12 August 2019
- If you’re currently recommending Investment Accumulator to any of your clients, please ensure you’re using the most up to date Guide dated 12 August 2019.
- Please note we won’t be printing hard copies of the offer documents as requests for hard copies are declining with our continued move to digital channels. You can always access the most current offer documents online via the adviser portal. Click here to read more.
We’ve added more managed funds for you to choose from
Your choice of funds and SMAs continues to grow so you can offer your client a highly tailored investment portfolio. Choose from 700+ managed investments on platform and 170+ SMAs across 40+ SMA managers
|Fidelity Global Emerging Markets Fund||FID0031AU **|
|Global Opportunities Alternatives Trust (Australia)||ETL9467AU *|
|Ironbark Royal London Concentrated Global Share Fund||MGL0004AU**|
|Paradice Australian Large Cap Fund||ETL8084AU **|
|Vanguard Ethically Conscious International Shares Index Fund||VAN8175AU **|
|Vanguard Global Index Infrastructure (hedged) Fund||VAN0024AU **|
|New wholesale managed funds (IM)|
|Moelis Secured Loan Series Fund (IM)||MAA7333AU*|
|Perennial Private to Public Opportunities Fund (IM)||WPC8486AU*|
|New fund-like securities|
|Betashares India Quality ETF||IIND **|
|Partners Group Global Income Fund||PGG**|
**IDPS and Super/Pension
Get in touch with us if you’d like more information regarding any of these updates.