This month, we’ve made significant enhancements to the Adviser Help Centre, including a new Google-powered search engine and improved content to help you find the information you need more quickly and efficiently.
Make the most of our End of Financial Year (EOFY) hub and on-demand webinar, designed to ensure a seamless EOFY process for you and your clients.
Additionally, we’ve expanded our pension payments functionality and simplified the process of closing your clients' CMAs.
Learn 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.
EOFY webinar
Watch this on-demand webinar where we cover critical information, including processing cut-off dates and more.
Watch on-demand or visit the EOFY hub
A complete digital platform
Supercharge your efficiency and find the information you need faster with our new and upcoming feature releases.
- More accurate search on Adviser Help Centre: Now integrated with Google-powered search for quick and easy content location, providing brief preview extracts for faster access.
- Enhanced Adviser Help Centre content: Developed from thousands of enquiry chats to better answer your most common questions about our products and services.
- Improved recurring pension payments: Last month we continued our journey to migrate asset administration and portfolio transacting capabilities from Wrap Online to Adviser Online, providing an uplifted experience for updating recurring pension payments.
- Flexible payment dates: Provide flexibility to your clients’ pension payments by selecting any date for the payment to be received on all payment frequencies, after the pension has started. Learn more here.
- Smarter on-screen logic: A more intuitive design built with calculation tools that adapt to your inputs and eliminate manual calculations.
- Enhanced reporting: Find detailed information on clients' pensions in the ‘pension details’ tile.
- Greater transparency: Integration with Request Centre so you can track and view changes, including who made them.
- Capital flows and Income and expenses in Report builder: You can now generate a Capital flows report and an Income and expenses report via Report builder for your clients’ Wrap accounts. This will provide greater transparency on what contributed to your client's portfolio performance and allows you to share this data in a presentable report pack.
- Digital closures for Macquarie Cash Management Accounts: We’re making it easier for you to close your client’s CMA in Adviser Online with a simple digital request. We’ll stop accepting withdrawal forms for this request from August 2025. Learn more in Help Centre.
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 to their evolving needs.
- Adding to our investment menu: We've added nine managed funds, one separately managed account and ten fund-like securities to our Macquarie Wrap investment menu. Visit our Investment Menu update to see what we’ve added to our Macquarie Wrap IDPS and Super menus.
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 bring you even more enhancements. Here’s a snapshot of what’s coming soon.
Digital follow-ups in Request Centre: Soon, 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.
- Request Centre 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 via the email inbox of the client's adviser.
- Chat in a more flexible way: In response to your feedback, our new chat experience allows you to interact with us at your convenience. You’ll be able to start new chats or respond to us at a time that suits you, including after business hours. If your message is sent out of hours, we’ll respond during our hours which are between 8am and 7pm (AEST), Monday to Friday.
- Withholding tax determination: From 1 July 2025, we'll be determining your client's non-resident withholding tax status based on the address we have on file. Clients with a residential, postal or business address outside of Australia will be considered non-residents for withholding tax purposes.
- Confirmation of Payee for your clients: Soon we’re launching Confirmation of Payee in Macquarie Online and the Macquarie Mobile Banking app to enhance fraud and scam protection. This feature will check that the account details match with the recipient’s bank when making or receiving payments. We'll share your client's account name with the payer's bank which will in turn share it with the payer. Learn more in Help Centre.