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

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

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

Our SMSF Property Loan allows your clients to purchase residential investment property within their SMSF and provides direct exposure to real property assets.

• Attractive borrowing limit: borrow up to 70% of the value of the property up to a maximum loan amount of $1,000,000. Amounts greater than $1,000,000 will be considered on enquiry. Location restrictions apply
• Flexible rate and repayment options: choose between a fixed or variable rate, and interest only or principal and interest repayments
• No ongoing fees and competitive rate: competitive set-up costs and ongoing fee structure, including no account management fees
• Fast decision: we aim to provide you with an approval decision within 48 hours from receipt of a completed application with full supporting documentation.

Loans secured by commercial property will be considered on enquiry. Different terms and conditions apply.

More information on the Macquarie Bank SMSF Property loans

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

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.  
• Provide your SMSF clients with leveraged exposure to equity markets with Macquarie Equity Lever and the Macquarie Flexi 100 Trust.
• The Macquarie Dividend Run-Up Fund offers your clients non-leveraged exposure to selected high yielding Australian stocks with some downside protection.

More information on investments