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

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Forms Macquarie Accumulator Series, Macquarie Consolidator Series, Wrap, Macquarie Manager Series
Account group set up form Use this form to link accounts for combined reporting and the Consolidator Series relationship discount.

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Forms Macquarie Accumulator Series, Macquarie Consolidator Series, Wrap, Macquarie Manager Series
Account nomination

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

Forms Term Deposit, Cash, Cash Management Account
Account-based pensions: making your super go further in retirement Focuses on using account-based pensions to provide income in retirement. Flyers & brochures Technical
Active Banking Application

Application form to access and use Macquarie Active Banking.

Forms Commercial loans, Mortgages
Additional investment Use this form to make additional investments to your Macquarie Super Accumulator, Super Manager or Super Consolidator portfolio

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Forms Macquarie Accumulator Series, Macquarie Consolidator Series, 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 - Super plan

Use this form to make additional investments to the Super plan

Forms Macquarie SuperOptions, Retail super
Adviser Details Information Collection Form Financial advisers: Complete this form to change your company address and contact details. Forms Investments, Specialist investments
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 Investments, Macquarie Equity Lever, Specialist investments
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 remuneration service fee Use this form to request the Trustee to pay an Adviser Service Fee Forms Macquarie SuperOptions, Retail super
Adviser terms and conditions Review our terms and conditions for advisers

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Legal & compliance Macquarie Accumulator Series, Macquarie Consolidator Series, Wrap, Macquarie Manager Series
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. Calculators & tools Technical
Agenda template The agenda template gives a suggested overview of what you may want to cover in your session and identifies the presenter Flyers & brochures SMSF
Antares Core Opportunities Reports Managed accounts

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.