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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 adviser fees

Use this form to link accounts together for consolidated adviser fees.

Forms, Investment clients Wrap
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 set-up form

Use this form to link accounts for combined reporting and the Consolidator Series relationship discount.

Forms, Investment clients Wrap
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 nomination

Use this form to link additional accounts for transfers through Macquarie Online and PhoneLink

Forms Term Deposit, Cash, Cash Management Account
Account Nomination form

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

Forms, Investment cash accounts PPS, Wrap, 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 Make an additional investment to the ADF Superannuation Fund  Forms Macquarie ADF Superannuation Fund, Retail super
Additional investment form

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

Forms PPS, Macquarie SuperOptions, Wrap, 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

Together we continue to provide award-winning service

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.

Roy Morgan customer satisfaction award

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.

Find out how we can help


If you'd like to speak to a specialist about how we can help build your business, get in touch.