Read more about our milestone of $100b in FUA for Macquarie Wrap,  important EOFY information for 2021 and more. 

This month, we’re excited to announce we’ve surpassed $100b in funds under administration (FUA) for Macquarie Wrap. Plus, find out everything you need for EOFY in 2021, learn how you can manage your client’s Direct Deposit Facility online, and  take a look at the new Centrelink report.


What's new

Thank you for helping us reach $100b in FUA on the Macquarie Wrap platform 

We’d like to thank you for your continued trust and confidence which has helped us achieve this milestone together. You can read more about Macquarie Wrap and our evolution here. 

Everything you need for EOFY  

This year, we’ve created a dedicated hub for EOFY information. You’ll find everything you need to be on top of your tasks including:

o   June cut-off and processing dates

o   Summary of key EOFY Wrap and Cash tasks

o   Tips to avoid processing delays

o   Answers to commonly asked EOFY questions

View our EOFY hub and read commonly asked EOFY questions and additional information via Adviser Help Centre.

 

EOFY training sessions in May to support you and your staff

If you’d like more information on upcoming EOFY tasks or would like to learn more about how EOFY may impact you and your clients, we encourage you to join one of our zoom training sessions.
View sessions and register here

 

Save time and manage your client’s Direct Deposit Facility within Adviser Online

You can now create, edit, and delete your client’s Direct Deposit Facility within Adviser Online without completing and sending a form. Simply go to your client’s wrap account details page and select ‘Manage’ next to the Direct Deposit contribution method, to access these new options.

Quick access to your client’s Centrelink report

We’ve enhanced the Centrelink report to provide a new-look digital and print-friendly format that you can access from within Adviser Online. Simply select the ‘Centrelink’ option in your client’s pension account.

We’ve added IRESS to our suite of digital signature options

Following the acceptance of forms and documents executed using DocuSign, AdobeSign and CongaSign, we now accept the same forms or documents using IRESS Digital Signatures. As with other digital signature applications, you or your client need to arrange execution of the form or document and submit these through Request Centre or using their registered email.  The audit trail/certificate of completion must also be provided.


Collecting your client’s consent for some of the advice fees you charge

We’re building a digital tool* to help you manage new legislative requirements which are becoming effective 1 July 2021. These will require you to obtain client consent for the advice fees charged on your clients’ wrap accounts. 

If you have wrap clients, we’ll be in touch again soon to provide more information about the new digital tool and how you can use it.

*The form is currently being built and the final version may be different to that shown

What's next?

Quick and secure verification for tasks you perform using the Macquarie Authenticator app

You may have heard of our Macquarie Authenticator app that is used to verify certain transactions in some of our banking products. You’ll soon be able to use this same app and technology to verify certain tasks you perform on Adviser Online.

What is the Macquarie Authenticator app?

It’s a digital verification tool that adds extra security to tasks performed online. This extra security comes from the task verification information being sent directly to your device (computer, tablet or mobile), without using your mobile number. We’ll provide more detail on how you can download the app and use this soon.
Find out more.

Avoid the wait and arrange a call back from one of our specialists

Soon you’ll be able to arrange a call back from a specialist during times when there may be longer than usual wait times. Our new Call Back Assist option will be available for you, your staff, and clients.

Update your client’s TFN quickly and easily via Adviser Online

We’re focused on digitising common administration tasks and updates you or your clients currently need to do via paper forms. From April, you’ll be able to submit your client’s TFN digitally via Adviser Online. 

Save time submitting your client’s Employee Super Contribution form with a pre-populated PDF

Soon you’ll be able to create a pre-populated PDF of your client’s and their accounts details into the existing Macquarie Wrap Employer superannuation contributions form. You can then have your client sign the form and send this onto their employer.


Watch and learn: new videos on Help Centre 

We’ve created a help centre article, ‘How do I use Adviser Online?’ which contains all of our training videos to help you use Adviser Online and perform common admin functions for your clients on our platform.

We now have a total of 39 videos available on Adviser Help Centre for you to view.


We've added more managed funds for you to choose from

Your choice of funds and SMAs continues to grow so you can offer your client a highly tailored investment portfolio. Choose from 700+ managed investments on platform and 170+ SMAs across 40+ SMA managers.

New Managed funds (1 May 2021)

AXA IM Sustainable Equity Fund

ETL0171AU**

CC JCB Dynamic Alpha Fund

CHN8607AU**

CC Sage Capital Absolute Return Fund

CHN5843AU**

Contact Australian Ex-50 Fund

EVO4741AU**

Franklin Australian Core Plus Bond Fund - W Class

FRT6143AU**

GQG Partners Global Equity Fund AUD Hedged Class

ETL0666AU**

Legg Mason Martin Currie Emerging Markets Fund – Class A

ETL0201AU**

Spheria Global Microcap Fund

WHT6704AU**

Vanguard Ethically Conscious Australian Shares Fund

VAN4509AU**

 

New Wholesale Managed Funds (IM)

Epsilon Direct Lending Fund (IM) Class B**

PTC2791AU*

EFM Global Financial Services and Technology Trust

ETL6731AU*


*IDPS only
**IDPS and Super/Pension


Adviser Help Centre: your one-stop-shop for common questions and answers

Adviser Help Centre now has more than 845 articles, covering a range of topics we know you and your staff often need help with. The top three trending articles viewed last month were:

  1. How can I make Adviser Initiated Payments (AIP) from the cash account?
  2. How can I resend an application authorisation to a client?
  3. How can my client add funds into their account (including contributions and rollovers)?

Request Centre

Request Centre allows you to submit and manage requests in a faster, easier and more secure way. It’s ready for you and your staff to submit new requests via Adviser Online.

Need help?

Get in touch with us if you’d like more information regarding any of these updates.

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