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The 2017/18 AFS Benchmarking Survey is designed to uncover the latest trends in the accounting and financial planning industry.
I'm with Macquarie
The full-service investment platform
Efficiency
Streamlined processes enable business scalability
Choice
Helping you meet your clients' investment needs
Transparency
Supporting your business model and fee options
Macquarie Wrap was established in 1999 and provides a robust framework for you to manage a broad range of your clients’ investments.
Macquarie Wrap improves your administration flexibility and efficiency, giving your clients cash flow visibility and the ability to quickly execute investment decisions.
With Macquarie Wrap, you experience increased administration flexibility and portability, which is especially important for tax considerations.
You have visibility and control over a broad range of your clients’ overall investments, including managed funds, domestic and international securities, direct fixed income, separately managed accounts and cash exposure.
Your clients can give Wrap access to another authorised third party, such as their accountant.
Macquarie Wrap can help reduce your cost of servicing clients, enabling excellence in execution and higher client satisfaction.
The Macquarie Wrap Consolidator series is for investors who want a flexible solution to build on their investments with reporting, access, portability and investment options – so your clients have a greater choice of investments and portability suited to their individual needs.
Macquarie Wrap Consolidator:
- requires a minimum balance of $20,000 (or $50,000 for Pension Consolidator)
- has portfolio-based fees (tiered)
- offers a choice of over 600 funds
- includes separately managed accounts, Australian and international listed securities, domestic fixed income, multiple term deposit providers and relationship pricing for multiple accounts.
The series comprises three accounts:
- Macquarie Wrap Investment Consolidator
- Macquarie Wrap Super Consolidator
- Macquarie Wrap Pension Consolidator
Macquarie Consolidator Series product brochure
Macquarie Investment Consolidator IDPS Guide
Macquarie Investment Consolidator - Further Information Booklet
Macquarie Super and Pension Consolidator PDS
Macquarie Super and Pension Consolidator - Further Information Booklet
The fee structure of the Macquarie Wrap Manager series encourages your clients to consolidate more investments and holdings into their account – so they get better value and you get greater visibility.
Macquarie Wrap Manager:
- requires a minimum balance of $20,000 (or $50,000 for the Pension Manager)
- has holding-based fees
- offers a choice of over 600 funds
- includes separately managed accounts, Australian and international listed securities, domestic fixed interest and multiple term deposit providers.
The series comprises three accounts:
- Macquarie Wrap Investment Manager
- Macquarie Wrap Superannuation Manager
- Macquarie Wrap Pension Manager
Macquarie Investment Manager product brochure
Macquarie Super Manager product brochure
Macquarie Pension Manager product brochure
Macquarie Investment Manager IDPS Guide
Macquarie Investment Manager - Further Information Booklet
Macquarie Super and Pension Manager PDS
Macquarie Term Allocated Pension Manager Supplementary PDS
Macquarie Super and Pension Manager - Further Information Booklet
The Macquarie Wrap Accumulator series is for investors who want investment choice, access to consolidated information and portability on their investment portfolio – all in one convenient package.
Macquarie Wrap Accumulator:
- requires a minimum balance of $5,000 (or $2,000 with regular contributions)
- has flat fees
- offers a choice of over 200 funds
The series comprises two accounts:
- Macquarie Wrap Investment Accumulator
- Macquarie Wrap Superannuation Accumulator
Macquarie Investment Accumulator product brochure
Macquarie Super Accumulator product brochure
Macquarie Investment Accumulator IDPS Guide
Macquarie Investment Accumulator - Further Information Booklet
Macquarie Super Accumulator PDS
Macquarie Super Accumulator - Further Information Booklet
Wrap resources
Wrap tax
All your tax resources.
Macquarie has a free-standing tax resources toolkit that can be accessed by anyone who uses Wrap Tax reports.
Product disclosure
All your disclosure resources.
Find your Macquarie Wrap product disclosure links, documents and resources all in one place.
Super reform toolkit
We know you need the right information at the right time to be able to support your clients through periods of significant change.
Our specialist teams have analysed the government’s super reform changes and turned the jargon and complicated elements into helpful insights for you and your clients.
Award winning solutions for SMSFs, year after year
Best wrap, cash and term deposit accounts
We're proud to be named the Best Cash and Term Deposit Provider by SMSF members and advisers for the second year running at both the SMSF Adviser Awards and the Core Data Awards. And we were also named Best Investment Platform - Macquarie Wrap, by SMSF members at the 2017 Core Data Awards.
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.
Expertise articles
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Find out how we can help
If you'd like to speak to a specialist about how our expertise can help build your business, get in touch.
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