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Wealth Matters
Insights, updates and resources to help you efficiently manage and grow your business.
Scale your practice with SMA portfolios
See how Brisbane-based financial advice firm JEM Wealth reduced administration and freed up adviser capacity through leveraging SMA portfolios.
Do you have the latest version of Macquarie Authenticator?
To make sure you and your clients are backed by our strongest security, please take a moment to check that your Macquarie Authenticator app is up to date by selecting your app store below. If you don’t have Macquarie Authenticator, download it today.
Listening closely to your feedback, we’ve improved the Authenticator experience with the latest version on iPhone. You can now set up Authenticator on your new iPhone in seconds using Apple’s Quick Start feature or an encrypted MAC/PC backup.
With Macquarie Authenticator, security is built into your day. Your clients can authorise transactions or account changes you make with a single tap.
Manage Automatic Cash Management plans with ease in Adviser Online
You can now create, change and cancel Automatic Cash Management (ACM) plans directly in Adviser Online, making routine administration easier.
- Real-time validation flags issues at each step
- Guided prompts make corrections simple
- Pension payment amount and frequency remain on screen while you configure the plan
- Cancellations are quick and easy with a straightforward flow
Less admin, more time for your clients
We’re replacing paper-based forms with streamlined digital experiences built directly into Adviser Online.
Stay up to date on the latest digital form updates via our dedicated hub.
Perspective
Part One: Turning volatility into vision
Hear the key takeaways shared by global leaders on geopolitical shifts, market uncertainty and emerging investment themes.
Part Two: Investing in innovation
Learn how AI and technology are reshaping financial advice and how you can integrate its capabilities to deepen your client relationships.
Part Three: Scaling in financial advice
See how leading advice businesses are scaling their operations without compromising on service quality.
Scaling with integrated cash solutions
This spotlight on Focus Partners Australia explores their ‘"boutique at scale’" advice approach. By bringing day-to-
day cashflow and wrap investments into one connected view, they cut out hours of manual admin.
Navigating growth: From start-up to scale-up
Kurt Miscinski, CEO of US advice firm Cerity Partners, shares how his business grew from an idea into a global professional services firm.
The role of culture with Stanford Brown
What keeps the leaders at Stanford Brown there for decades? Hear the firm’s growth story.
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 our November technical briefing, covering technical developments from 29 September to 26 October. We’ve also answered the adviser query of the month.
Navigating the shifting tax landscape
Learn how the government’s proposed tax updates to CGT, discretionary trusts and negative gearing may impact your clients in our latest webinar.
Read the latest investment strategy insights
Welcome to investment strategy insights, curated by Macquarie’s investment office.
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 and masterclasses
Register for one of our upcoming Macquarie Adviser Online masterclass series or browse our catalogue of on-demand CPD 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 is provided by Macquarie Bank Limited ABN 46 008 583 542 AFSL 237502 for the use of financial services professionals only. It doesn’t take into account the objectives, financial situation or needs of any investor and shouldn’t be relied upon as advice. Consider our offer documents and seek independent financial, legal and taxation advice to decide if our products are right for you.
Macquarie Investment Management Ltd is not a bank, and its obligations are not guaranteed by Macquarie Bank. See the offer documents and TMDs for the Macquarie Wrap products on our website and consider whether these products are right for you. Macquarie does not issue or manage the investment options offered on Macquarie Wrap unless expressly stated in the investment option’s disclosure document.