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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 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
Representative Registration form

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 Remuneration - Adviser Service Fee

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

Forms Macquarie SuperOptions, Retail super
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

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.