This page provides the forms necessary for maintaining your existing Macquarie Specialist Investments.
Please note all Macquarie Specialist Investments products are now closed to new investors. For information on existing or past investments, please contact the Client Service Team.
- Bank Details for Direct Credit
- Change of address and contact details
- Nominating (or changing) bank account details
- Change of financial adviser
- Notification of Tax File Number
- Appointment of authorised representative
- Transferee details
- Australian standard transfer form
- Foreign Account Tax Compliance Act (FATCA) form