Tools and Resources | Advisers

Item name	Solution	Type
APA Variation or Termination Notice Form Financial advisers: Complete this form to vary the terms of your existing Adviser Payment Arrangement, or to terminate your current arrangement.	Forms	Investments, Specialist investments
Account closure form Use this form to close your Investment account.	Forms, Trading clients, Investment clients	Vision
Account Group form (reporting only) Use this form to create a group for reporting.	Forms, Trading clients, Super & pension clients, Investment clients	Vision
Account group set-up form Use this form to link Premium Portfolio Service Accounts together for consolidated reporting	Forms, Investment clients	PPS
Account group fees form Use this form to link Premium Portfolio Service accounts together for consolidated reporting and to consolidate adviser fees across	Forms, Investment clients	PPS
Account grouping form Use this form to link Wrap accounts for consolidated reporting, adviser/dealer fees, administration fees and the Macquarie Consolidator relationship discount.	Forms, Super & pension clients, Investment clients	Wrap
Account Nomination form Make transfers online to your clients linked account(s) without any daily limits.	Forms, Investment cash accounts	PPS, Term Deposit, Cash, Wrap, Cash Management Account, Vision
Active Banking Application Application form to access and use Macquarie Active Banking.	Forms	Commercial loans, Mortgages
Adding to your superannuation account There are a number of convenient ways to contribute to your Manager or Consolidator account.	How to guides	Wrap
Additional investment Use this form to make additional investments to your Macquarie Super Accumulator, Super Manager or Super Consolidator portfolio	Forms, Super & pension clients	Macquarie Accumulator Series, Macquarie Consolidator Series, PPS, Wrap, Macquarie Manager Series
Additional investment form Use this form to make additional investments to your Macquarie SuperOptions Super Plan account	Forms	Macquarie SuperOptions, Retail super
Adviser Centre Registration Complete this form if you wish to register to access Macquarie Online services for financial services professionals.	Forms, Adviser registration	PPS
Adviser Details Information Collection Form Financial advisers: Complete this form to change your company address and contact details.	Forms	Investments, Specialist investments
Adviser Initiated Payments (AIP) – User Guide Adviser Initiated Payments (AIP) is a service available via Adviser Online that allows you to initiate payments online on your clients’ behalf.	How to guides	Cash
Adviser Limited Third Party - Authorisation Register for authority to open a term deposit or transfer funds between your client's CMA accounts	Forms	Term Deposit, Cash, Cash Management Account
Adviser Limited Third Party - Term Deposit application Set up a Term Deposit for your client, with funds coming from their CMA (if registered for this service).	Forms	Term Deposit, Cash
Adviser Payment Arrangement Product Disclosure Statement View detailed information regarding the Adviser Payment Arrangement.	Offer documents	Macquarie Dividend Run-Up Fund, Investments, Specialist investments
Adviser Payment Arrangement Product Disclosure Statement View detailed information regarding Adviser Payment Arrangement.	Offer documents	Macquarie Geared Equities Investment plus, Investments, Specialist investments
Adviser Registration Use this form to register Wrap advisers for access to the Wrap website.	Forms, Adviser registration	PPS
Adviser Remuneration - Adviser Service Fee Use this form to request the Trustee to pay your adviser an Adviser Service Fee.	Forms	Macquarie SuperOptions, Wrap, Retail super

Item name

Solution

Type

APA Variation or Termination Notice Form Financial advisers: Complete this form to vary the terms of your existing Adviser Payment Arrangement, or to terminate your current arrangement.

Forms

Investments, Specialist investments

Account closure form

Use this form to close your Investment account.

Forms, Trading clients, Investment clients

Vision

Account Group form (reporting only)

Use this form to create a group for reporting.

Forms, Trading clients, Super & pension clients, Investment clients

Vision

Account group set-up form

Use this form to link Premium Portfolio Service Accounts together for consolidated reporting

Forms, Investment clients

PPS

Account group fees form

Use this form to link Premium Portfolio Service accounts together for consolidated reporting and to consolidate adviser fees across

Forms, Investment clients

PPS

Account grouping form

Use this form to link Wrap accounts for consolidated reporting, adviser/dealer fees, administration fees and the Macquarie Consolidator relationship discount.

Forms, Super & pension clients, Investment clients

Wrap

Account Nomination form

Make transfers online to your clients linked account(s) without any daily limits.

Forms, Investment cash accounts

PPS, Term Deposit, Cash, Wrap, Cash Management Account, Vision

Active Banking Application

Application form to access and use Macquarie Active Banking.

Forms

Commercial loans, Mortgages

Adding to your superannuation account

There are a number of convenient ways to contribute to your Manager or Consolidator account.

How to guides

Wrap

Additional investment

Use this form to make additional investments to your Macquarie Super Accumulator, Super Manager or Super Consolidator portfolio

Forms, Super & pension clients

Macquarie Accumulator Series, Macquarie Consolidator Series, PPS, Wrap, Macquarie Manager Series

Additional investment form

Use this form to make additional investments to your Macquarie SuperOptions Super Plan account

Forms

Macquarie SuperOptions, Retail super

Adviser Centre Registration

Complete this form if you wish to register to access Macquarie Online services for financial services professionals.

Forms, Adviser registration

PPS

Adviser Details Information Collection Form Financial advisers: Complete this form to change your company address and contact details.

Forms

Investments, Specialist investments

Adviser Initiated Payments (AIP) – User Guide

Adviser Initiated Payments (AIP) is a service available via Adviser Online that allows you to initiate payments online on your clients’ behalf.

How to guides

Cash

Adviser Limited Third Party - Authorisation Register for authority to open a term deposit or transfer funds between your client's CMA accounts

Forms

Term Deposit, Cash, Cash Management Account

Adviser Limited Third Party - Term Deposit application Set up a Term Deposit for your client, with funds coming from their CMA (if registered for this service).

Forms

Term Deposit, Cash

Adviser Payment Arrangement Product Disclosure Statement View detailed information regarding the Adviser Payment Arrangement.

Offer documents

Macquarie Dividend Run-Up Fund, Investments, Specialist investments

Adviser Payment Arrangement Product Disclosure Statement

View detailed information regarding Adviser Payment Arrangement.

Offer documents

Macquarie Geared Equities Investment plus, Investments, Specialist investments

Adviser Registration

Use this form to register Wrap advisers for access to the Wrap website.

Forms, Adviser registration

PPS

Adviser Remuneration - Adviser Service Fee

Use this form to request the Trustee to pay your adviser an Adviser Service Fee.

Forms

Macquarie SuperOptions, Wrap, Retail super

Our platform was rated number one by our clients in both the CoreData SMSF and Roy Morgan Customer Satisfaction awards for 2017. We’re proud to hear our clients are satisfied with the way we’re helping them to manage and grow their super for the future. Thank you for your continued support.

Welcome to Macquarie

Important note

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