This month, we’re pleased to introduce new serviceability features and enhancements designed to simplify and streamline your experience with our platform. You’ll find significant improvements in Request Centre, Help Centre and live chat functionalities.
Additionally, explore our newly launched FY24/25 end of financial year (EOFY) hub, created to ensure a seamless EOFY process for you and your clients.
Read more about these updates and other product and platform enhancements below.
Michelle Weber
Head of Wrap Platform
Helping you prepare for the EOFY
With the EOFY just around the corner, we’re here to help make this period as seamless as possible for you and your clients. Dive into our comprehensive resources and join our upcoming webinar so that you’re prepared for a successful EOFY.
Your EOFY resources:
- 2025 EOFY hub for advisers – all the essential tools and insights you need.
- 2025 EOFY hub for clients – tailored resources to guide your clients through a smooth EOFY.
- Year-end strategies - technical tips and strategies for financial service professionals to maximise efficiency and compliance.
Webinar - Helping you prepare for the 2025 EOFY
19 May 2025
12:00pm - 1:00pm (AEST)
We’ll cover critical information, including processing cut-off dates and much more.
Register now
A complete digital platform
Supercharge your efficiency and find the information you need faster with our new and upcoming feature releases.
- Enhanced Request Centre: we’ve improved visibility and usability within Adviser Online’s Request Centre through:
- Intuitive request creation: easily discover request types with our improved interface.
- Increased file upload size: from 7MB to 35MB.
- Estimated completion timeframes: stay informed with clear timeframes for your requests rather than using live chat to request an update.
- New and updated request types: including adviser administration requests and third-party authority requests.
- On-platform notifications: keep up to date with the status of your requests.
- Seamless connectivity with live chat with browser notifications: This means you can now work outside Adviser Online and still be notified through a pop-up notification when your service representative replies.
- Higher MBL Wrap term deposit limits: to better serve your clients, we’ve increased the limit per account from $5 million to $99,999,999, reducing the need for multiple accounts and simplifying large investments.
Discover what's next with Macquarie
We’re becoming a fully digital platform that gives you security, investment choice and control.
We’re working hard to further enhance your secure digital service experience in Adviser Online. Here’s a snapshot of what’s coming soon.
Adviser Online
- Easier and more flexible pension amendments: we’re migrating our pension amendment feature to Adviser Online by the end of May. The new tool will provide a more intuitive design and calculation features that remove the need for any manual calculations. You’ll also be able to select a specific pension payment day for all frequencies.
New adviser Help Centre
- More accurate search powered by Google: later this month, Help Centre will be integrated with Google-powered search for quicker, easier content location. You’ll be provided with brief preview extracts of the relevant content, making you one click away from the answers you’re searching for.
- Better content: we’ve reviewed thousands of enquiry chats to develop new content that better answers your most common questions about our products and services.
Further evolution of Request Centre
- Completely digital follow-ups: from next month, you’ll be able to view and finalise outstanding requirements directly through Adviser Online, providing a more efficient and secure way for you to manage requests.
- Team collaboration: any team member who services the client will be able to upload documents and enter missing information, with follow-ups no longer only visible to the client’s adviser.
A new live chat experience
- Chat in a more flexible way: In response to your feedback, our new chat experience will allow you to interact with us at your own convenience. You’ll be able to start a chat and send a message while you’re connecting to a consultant. Once you’re connected, you can choose to respond immediately or at a time that suits you best, including after hours. You can start a new chat with us any time between 8am and 7pm (Sydney time), Monday to Friday.
Access to a wide range of investment options
Our investment choices allow you to design a portfolio to meet each client’s investment objectives and adapt as their needs evolve.
- Adding to our investment menu: We've added 13 managed funds, two separately managed accounts and four fund-like securities to our Macquarie Wrap investment menu. You can also visit our Investment Menu update to see what we’ve added to our Macquarie Wrap IDPS and Super menus.