| 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. | Investments, Specialist investments | Forms | |
|
Account group adviser fees
Use this form to link accounts together for consolidated adviser fees
Login for full access |
Macquarie Accumulator Series, Macquarie Consolidator Series, Wrap, Macquarie Manager Series | Forms | |
|
Account group set up form
Use this form to link accounts for combined reporting and the Consolidator Series relationship discount.
Login for full access |
Macquarie Accumulator Series, Macquarie Consolidator Series, Wrap, Macquarie Manager Series | Forms | |
|
Account nomination
Use this form to link additional accounts for transfers through Macquarie Online and PhoneLink |
Term Deposit, Cash, Cash Management Account | Forms | |
| Account-based pensions: making your super go further in retirement Focuses on using account-based pensions to provide income in retirement. | Technical | Flyers & brochures | |
|
Active Banking Application
Application form to access and use Macquarie Active Banking. |
Commercial loans, Mortgages | Forms | |
|
Additional investment
Use this form to make additional investments to your Macquarie Super Accumulator, Super Manager or Super Consolidator portfolio
Login for full access |
Macquarie Accumulator Series, Macquarie Consolidator Series, Wrap, Macquarie Manager Series | Forms | |
| Additional investment form Make an additional investment to the ADF Superannuation Fund | Macquarie ADF Superannuation Fund, Retail super | Forms | |
|
Additional investment form - Super plan
Use this form to make additional investments to the Super plan |
Macquarie SuperOptions, Retail super | Forms | |
| Adviser Details Information Collection Form Financial advisers: Complete this form to change your company address and contact details. | Investments, Specialist investments | Forms | |
| Adviser Limited Third Party - Authorisation Register for authority to open a term deposit or transfer funds between your client's CMA accounts | Term Deposit, Cash, Cash Management Account | Forms | |
| 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). | Term Deposit, Cash | Forms | |
| Adviser Payment Arrangement Product Disclosure Statement View detailed information regarding the Adviser Payment Arrangement. | Investments, Macquarie Equity Lever, Specialist investments | Offer documents | |
|
Adviser Payment Arrangement Product Disclosure Statement
View detailed information regarding Adviser Payment Arrangement. |
Macquarie Geared Equities Investment plus, Investments, Specialist investments | Offer documents | |
| Adviser Payment Arrangement Product Disclosure Statement View detailed information regarding the Adviser Payment Arrangement. | Macquarie Dividend Run-Up Fund, Investments, Specialist investments | Offer documents | |
| Adviser remuneration service fee Use this form to request the Trustee to pay an Adviser Service Fee | Macquarie SuperOptions, Retail super | Forms | |
|
Adviser terms and conditions
Review our terms and conditions for advisers
Login for full access |
Macquarie Accumulator Series, Macquarie Consolidator Series, Wrap, Macquarie Manager Series | Legal & compliance | |
| Age pension calculator A tool to calculate the financial implications of changes to the Aged Pension income test in relation to deeming of account based pensions as of 1 January 2015. | Technical | Calculators & tools | |
| Agenda template The agenda template gives a suggested overview of what you may want to cover in your session and identifies the presenter | SMSF | Flyers & brochures | |
| Antares Core Opportunities | Managed accounts | Reports | |
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.
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.