Conduct your clients' SMSFs with confidence

Macquarie has the tools and insights you need to make SMSF management easier for you and your clients

Macquarie is a leading provider of products and services designed for advice professionals who service the needs of self managed super funds (SMSFs) and trustees. For more than 30 years, we have worked with financial services professionals to help them build more efficient businesses through our innovative and award-winning products and services.

Cash management accounts

Macquarie has been a leader in cash management for more than 30 years. It has built this position through personalised service and innovative features and functionality, purpose-built for financial service professionals and their clients. 

  • Personalised service: our specialist team understands the needs of financial service professionals and provides expert product knowledge combined with efficient, friendly service
  • Purpose-built for financial professionals: visibility, flexibility and control when it comes to your clients’ cash
  • Data feeds and integration with major financial software: offers data feeds to planning, accounting, SMSF administration, platform and trading applications
  • Efficiency tools: tax payment service, bulk transacting and 10 years of historical statements help streamline fund administration
  • Apply online: online applications with electronic verification makes the application process more efficient
  • SuperStream integration: access Macquarie’s free electronic messaging service.

More information on the Macquarie Cash Management Account

Term deposits

For SMSF clients looking to add some additional certainty to their portfolio, a Macquarie Bank Term Deposit offers competitive rates with attractive flexibility.

  • Seamless integration with the Macquarie Cash Management Account: simplifies account opening, super fund accounting, tax returns and end-of-year financial reporting
  • Flexible investment terms: fixed terms from one month to five years and the option to select a maturity date
  • Flexible interest payments: interest can be paid as a lump sum on maturity or an income stream can be created through monthly, quarterly, bi-annual or annual interest payments
  • Specialised service: our term deposit is supported by specialist staff who are renowned for their efficient, friendly service and product knowledge.

More information on Macquarie Bank Term Deposits

Online trading

Macquarie offers an efficient and easy-to-use online trading solution so you can maintain control while offering your SMSF clients access to direct assets.

  • Seamless integration with the Macquarie Cash Management Account: settle trades directly via your client’s Macquarie Cash Management Account
  • Purpose built for advisers: with agreement, set the level of control for your client – view only or transact
  • Ideal for SMSFs: detailed reporting for advisers, accountants and their clients
  • Bulk trading: save time placing trades by bulk trading on your clients’ behalf
  • Flexible advice fee options: Flexible advice fee options: dollar-based or percentage of trade value (whichever is greater), with the ability to dial down as required.
  • Online applications: apply online via a combined Macquarie Online Trading and Macquarie Cash Management Account application with electronic verification.

More information on Macquarie Online Trading

Wrap platforms

Getting administration right is key to servicing your SMSF clients efficiently. Macquarie Wrap streamlines admin and compliance, reducing time spent, while giving you full visibility and control over the investments.

  • Investment choice: administer ASX-listed securities, managed funds, managed accounts, cash and term deposits via one feature-rich platform
  • Purpose built for advisers: visibility and control over your clients’ portfolios
  • Corporate action management: simplifies management of direct share portfolios
  • Data feeds and integration with major financial software: offer data feeds to planning, accounting and SMSF administration applications.

More information on Macquarie Wrap

Investment solutions

Easy access to new and diverse investment opportunities is crucial to helping your SMSF clients create wealth for their retirement.

  • Macquarie offers access (directly or via platforms such as Macquarie Wrap) to managed funds in equities, fixed income, infrastructure securities and alternatives. These are provided by both Macquarie and selected external investment managers through the Macquarie Professional Series
  • A Macquarie separately managed account (SMA) offers your clients access to a portfolio of direct investments that are professionally managed on their behalf.

More information on investments

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SMSF Toolkit

SMSF Toolkit

Our SMSF Toolkit is designed to provide you with the specialist expertise you need to help your clients and improve efficiency within your practice.

Award winning solutions for SMSFs, year after year

We're proud to be named the Best Cash and Term Deposit Provider at both the SMSF Adviser Awards and Core Data Awards. We were also named Best Investment Platform - Macquarie Wrap, by SMSF members at the 2017 Core Data Awards.

Adviser resources

LRBA calculator

Detailed comparison of borrowing to invest in property inside and outside of super.

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SMSF fee comparison

Compare fees charged by a retail super fund with the fees to run an SMSF.

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Efficiency calculator

Calculate the time and costs associated with client-related administration tasks within your practice.

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Expertise articles

Find out how we can help

If you’d like to learn more about how Macquarie can help make life easier for you and your SMSF clients, get in touch.

Find out how we can help  Talk to Macquarie