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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

Login for full access.

Forms, Investment clients 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.

Forms, Investment clients 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
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

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 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 remuneration service fee Use this form to request the Trustee to pay an Adviser Service Fee Forms Macquarie SuperOptions, Retail super
Application - MBMS consent form

Please read this along with your application record carefully and sign, date and return this consent form.

Forms Mortgages
Application - e-lodge support form

This form may be used instead of the long form application when lodging applications electronically for Macquarie's standard loan products (Basic, Line of Credit, Offset and Flyer Home Loans).

Forms Standard loans, Mortgages
Application to invest in additional funds form

Complete this form to make an initial investment in a new fund in the same name as your existing investment. You should read the PDS, Information Booklet and any applicable PDS Update, if applicable, before making a decision to invest in a fund.

Forms Managed funds, Investments
Appointment of Authorised Representative Form Complete this form to authorise a nominated person to access information regarding your investment and/or loan facility. Forms Investments, Specialist investments
Australia Post Land Title Verification of Identity Form Forms Mortgages
Australian Standard Transfer Form Australian Standard Transfer Form. Forms Investments, Specialist investments
Australian Standard Transfer form - with BSCL as the buyer

Use this form for a change in ownership with BSCL as the buyer

Forms, Transferring assets PPS, Wrap, Vision
Australian Standard Transfer form - with blank address field

Use this form for a change in ownership.

Forms, Transferring assets PPS, Wrap, Vision

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.

Download our FAQs


We’ve pulled together a collection of frequently asked questions and answers to help you learn more about our platform evolution.