More isn't always better – especially when it comes to paperwork.
Now it is easier to consolidate your clients' cash accounts and streamline your business with the help of our experienced Transition Team.
Make it simpler - with high visibility and control
The Macquarie Cash Management Account (Macquarie CMA) is purpose built for advisers with tools to save you time on administration - so you can focus on growing your business.
Leave all the paperwork to us
It's simple to transition multiple clients to the Macquarie CMA with our dedicated Transition Team.
Make it simpler – with high visibility and control
The Macquarie CMA's market-leading functionality and reporting helps you and your clients track cashflow with ease - so you can act swiftly when new investment opportunities arrive on your radar.
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Easier for you
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Easier for your clients
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Integration with software providers
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Fully featured cash hub
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Flexible options for fee-for-service
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Monitor your account online
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Easy account opening
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Personalised client service
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SMSF ready
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Competitive interest rate**
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Leave all the paperwork to us
It's simple to transition multiple clients to the Macquarie CMA with our dedicated Transition Team. You will be partnered with a Training and Relationship Manager to ensure a smooth and tailored transition for you and your clients.
Transitions made easy
A simpler way to update registry details
Did you know it's now simpler to update your clients' registry details? To smooth their transition to the Macquarie CMA, your clients can complete one simple form to update their holdings with the major share registries. To learn more, speak to your BDM or click below to request more information.
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Tools
Client tools
Transition support
Our experienced Transition Team can assist you with:
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Pre-populated application forms
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Client letter templates and mailing support
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SOA templates
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Help with updating registry details
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Learn more
To learn more about consolidating your clients’ cash the easy way, speak to your BDM today.
> Request more information
Australian Capital Territory/New South Wales
Victoria/Tasmania
Queensland/Northern Territory
South Australia
Western Australia
