22 Nov 2019

In May 2018, we released Macquarie Help Centre for your clients, dedicated to providing useful information about our personal products and services.

As part of our platform evolution, you can now experience the same convenience with Adviser Help Centre.


This dedicated help site is full of common questions and answers completely tailored to your Macquarie online experience and day-to-day activity using our products and platform.

Visit Adviser Help Centre to find quick answers to common questions

How it works

  1. Simply navigate to help.macquarie.com/adviser or access it from Adviser Online by selecting ‘Help’ then ‘Help Centre’ from the left side navigation menu
  2. Enter the keyword/s into the Adviser Help Centre search bar. If you’re not sure of the exact words to search with, you can also find articles by selecting the different category names that appear on the Adviser Help Centre landing page
  3. When you search for specific things in the search bar, related articles will appear, giving you a variety of common questions connected to your search that advisers have asked us in the past
  4. Click on the article to see the answer and view other related articles

We suggest saving the Adviser Help Centre as a favourite in your browser.

More articles will be added soon

This is just the beginning of Adviser Help Centre. More articles answering common questions will be added soon. If there are topics or information missing from Adviser Help Centre that you’d like to see added, you can provide feedback within Help Centre.

Adviser Help Centre categories and topics

The below table outlines the topics available for you now.

CategoryIncludes articles about:

Account Opening

Online applications, amending application details, paper applications and authorisation information.

Fees and other costs

Wrap fee calculator, adviser fees, reporting and managing fees (for IDPS, Super and Pension accounts).

Digital

Adviser Online, ESI details, Macquarie ID and passwords.

Manage Clients and Accounts

Request Centre, portfolio management, maintenance, payments, W-8BENs, corporate actions, closures, tax, Third Party access and transfers.

Pension

Payments, withdrawals, tax, compliance and general account management.

Superannuation

Contributions, rollovers, Protecting Your Super (PYS), tax, compliance and general account management.

Statements and Reports

Exporting, report runs, receiving statements, viewing reports and Separately Managed Accounts (SMAs).

Trading

Investments, deposits, listed securities, trading times, authorisation, investment limits, orders, assets, applications and term deposits.

Your profile

Registration and updating details.


More articles will be added soon

To ensure our articles provide you with the most valuable information, you’ll be able to rate whether you think the articles are helpful and provide feedback. This feature can be found beneath each article as shown below:

Visit now

Adviser Help Centre is available directly at help.macquarie.com/adviser

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Need help? If you’re an adviser, please contact us via live chat in Adviser Online. If you’re a client, please call

1800 806 310

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Help and support

Visit our Adviser Help Centre and search our adviser FAQs.

Additional information

This information is provided for the use of licensed and accredited brokers and financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products. This information does not take into account any person’s objectives, financial situation or needs. Before making any financial investment decision or a decision about whether to acquire or continue to hold any products mentioned on this page, a person should obtain and review the offer documents relating to that product and also seek independent financial, legal and taxation advice.

Unless stated otherwise, this information has been prepared by Macquarie Bank Limited ABN 46 008 583 542 AFSL and Australian Credit Licence 237502 (MBL).

Any information on Macquarie Wrap products has been prepared by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237492 RSEL L0001281 (MIML). The Macquarie Separately Managed Account is issued by Macquarie Investment Services Limited ABN 73 071 745 401 AFSL 237495 (MISL). In deciding whether to acquire or continue to hold a product, a person should consider the PDS, IDPS Guide, or other relevant offer document(s) available on the Macquarie website. Our Target Market Determinations are available at macquarie.com.au/TMD.

Funds invested on your behalf by MIML, or investments in the SMA other than cash on deposit with MBL, are not deposits with or other liabilities of MBL or any other entity of the Macquarie Group and are subject to investment risk, including possible delays in repayment and loss of income and capital invested. None of MBL, MIML, MISL or any other member of the Macquarie Group guarantees any particular rate of return or the performance of the investments, nor do they guarantee the repayment of capital.

Any information on this page in relation to mortgages has been prepared by Macquarie Securitisation Limited ABN 16 003 297 336 AFSL and Australian Credit Licence 237863 (MSL).