The full-service investment platform

Macquarie Wrap is the platform that gives you visibility, flexibility and control of your clients' investments.

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 II series has two investment menus:

Macquarie Consolidator II - Engage:

  • Is a cost-efficient solution with a limited menu of products
  • Designed to suit clients with less complex investment needs
  • No asset based administration fees and no transaction fees
  • A flat annual accounting keeping fee
  • The choice of 6 index and active Macquarie Investment Management SMAs, as well as term deposit and insurance* options
  • Minimum investment of $10,000 and a minimum cash holding of $500.

Macquarie Consolidator II - Elevate:

  • Offers tiered, portfolio-based pricing with fee aggregation
  • Designed for clients with evolving complexity and diversification needs
  • A fee aggregation for family groups
  • The ability to create family groups of up to eight accounts
  • No transaction fees when purchasing or selling managed investments, Australian securities and term deposits
  • 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, Macquarie Super Consolidator II and Macquarie Pension Consolidator II.

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

The fee structure of Macquarie Wrap Manager II suits clients who have a reduced number of holdings – so they get better value and you get greater visibility.

Macquarie Wrap Manager II features:

  • Tiered, holdings-based pricing with a low minimum fee
  • 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
  • Requires a minimum balance of $10,000
  • No account keeping fee
  • No transaction fees when purchasing or selling managed investments, Australian securities and term deposits.

The series will include Macquarie Investment Manager II, Macquarie Super Manager II and Macquarie Pension Manager II.

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

 

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.

View more

Product disclosure

All your disclosure resources.

Find your Macquarie Wrap product disclosure links, documents and resources all in one place.

View more

Insurance

Insurance solutions for your clients

Innovative life insurance solutions enable you to protect your clients in the case of unexpected illness, injury or worse.

View more

What will it take to thrive in a changing environment?

2018 Accounting and Financial Services Benchmarking results.

Macquarie's CMA gives me confidence

1 in 3 Australian SMSFs* use the Macquarie Cash Management Account to manage their cash flow with confidence.

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

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.

Find out how we can help  Talk to Macquarie