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Item name Solution Type
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
Complete seminar pack The complete seminar pack bundles all the templates and checklist into one document, so you have the main aspects of conducting a seminar covered Flyers & brochures SMSF
Confirmation template The confirmation template confirms your clients’ attendance and covers all the key details that attendees will require, if they have accepted your invitation Flyers & brochures SMSF
Follow up template The follow up template allows you to thank those clients who attended. It also allows you to create your own call to action Flyers & brochures SMSF
Invitation template The invitation template provides you with an effective format that can be used to invite clients via email or mail Flyers & brochures SMSF
Self Managed Super Funds Take control of your future This guides looks at the SMSF basics and can help you explain what's involved with setting up an SMSF How to guides SMSF
Seminar checklist The seminar checklist is a step-by-step guide on when to undertake the various steps you need to take and consider when planning your seminar Flyers & brochures SMSF
Setting up an SMSF This flyer can help you explain the top 10 tips your client should consider when setting up an SMSF. Flyers & brochures SMSF
SMSF management This flyer can help you explain the top 10 tips your client should consider when maintaining an SMSF. Flyers & brochures SMSF
SMSF success Getting the most out of your SMSF A guide to some of the benefits an SMSF can offer your client as an SMSF trustee How to guides SMSF
SMSF wind up This flyer can help you explain the top 10 tips your client should consider when winding up an SMSF. 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.