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Wealth Matters
Insights, updates and resources to help you efficiently manage and grow your business.
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The four themes defining our technology roadmap
This year we’ve been doubling down on delivering features that help advice firms efficiently and securely serve their clients. We’re pleased to share a wrap of the road so far in 2025, and what firms can expect as we move towards 2026.
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Super rollovers just got simpler
Watch a quick demo of how our new super rollover feature works in Adviser Online.
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Shaping the future of live chat
Learn about the makings of live chat, and how advisers are helping us shape its features and future.
Case studies
Emma, Mira and Vincent - Stanford Brown
Learn from the story of Stanford Brown
What keeps the leaders at Stanford Brown there for decades? Learn about the role of culture in this firm’s growth story.
Smiling women of Alteris Financial Group
Three ways to successfully scale
Alteris Financial Group shares the tools, technology and principles that help them on their growth journey.
Viola Private Wealth’s bold blueprint
How is this firm planning to turn a $2.5 billion business into a $15 billion business over a five-year period?
Technical resources
Technical news and resources
Keep up to date with the latest insights from our Technical Services team, including on topics such as superannuation, tax and social security.
Our latest technical briefing
Welcome to the November Adviser query of the month and technical briefing, an update of recent key technical developments for financial advisers for the period from 27 September 2025 to 26 October 2025.
A wrap of important changes and developments
Get up to speed with the latest legislative and regulatory developments and important platform changes via our latest webinar.
Platform and product updates
The latest on platform and product features and enhancements, to help your firm deliver efficiency and allow you to spend more time with clients.
CPD webinars
Browse our catalogue of on-demand webinars.
Help and support
Macquarie has a range of tools and channels to help you get fast, seamless access to support when you need it most.
Live chat
Log in to Adviser Online to connect directly with our team of experts.
Adviser Help Centre
On-demand access to FAQs, step-by-step guides any time of day.
Additional information
Unless stated otherwise, this information has been prepared by Macquarie Bank Limited AFSL and Australian Credit Licence 237502. It 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.