Read more about the new Wrap Digital Fee Form and Macquarie Authenticator

Our new Digital Fee Form is here, paperless TFN updates via Adviser Online, and an insight into our smart and secure verification tool - Macquarie Authenticator – which is coming to you soon. 


What's new

Helping you collect your client's consent for some of the advice fees you charge 

Our new Digital Fee Form is now available via Adviser Online. We’ve built this tool to help you manage one of the new legislative requirements, which requires you to obtain client consent for some of the advice fees you charge to your Wrap clients.

Watch our video below or visit Help Centre to see our article on ‘How do I submit my client’s advice fee consent?’ to learn more. 

We’re waving goodbye to more paper forms – the digital TFN update solution via Adviser Online is here

You can now add or edit your client's TFN without needing to submit paper forms or call us to change these details. When you log in to Adviser Online, go to your client’s account details page and in their account summary, select ’Update’ next to their TFN to access the new ‘TFN details’ widget. 

Additional Super and Pension details are now available directly within Adviser Online 

As we migrate more data and functions from Wrap Online to Adviser Online, you’ll start to see additional information for your clients’ super and pension accounts visible within Adviser Online, so you don’t have to click back into the old portal.

In the last month we’ve added the following to your client’s Account Details page in Adviser Online:

  • gross payments for the current financial year
  • minimum pension requirements
  • a summarised view of pension payment details
  • a quick link so you can easily access the ‘amend pension details’ page in Wrap Online.

New Quick links menu in Adviser Online so you can spend less time accessing the key functions 

You may have seen this new option. We’ve taken a look at the user behaviour on the portal and collated the most common landing spots people go to and put them into a nice and neat Quick links menu to save you time. 

Don’t feel like waiting on hold? You can now avoid the wait and arrange a call back from one of our specialists 

Our new Call Back Assist option allows you to arrange a call back from a specialist when there may be longer than usual wait times. This is available for you, your staff, and your clients where a call back can be arranged to the number being called from, or to a different number if projected wait times are in excess of 5 minutes. If we’re unable to connect during our call back, we’ll leave a voicemail. 


Seamless and secure verification via the Macquarie Authenticator app is coming to you soon 

You may have heard of our Macquarie Authenticator app. You can learn more about it here.

Soon, you’ll also be able to benefit from the added security and great user experience the Macquarie Authenticator app provides.

Initially, you’ll be able to verify the following actions via Adviser Online and Macquarie Authenticator:

  • Log in help and verification
  • ESI credential generation

We’ll be adding more adviser-driven tasks that require two-factor verification to the Macquarie Authenticator app, so that this becomes your primary way to verify these actions.

Down the track, Macquarie Authenticator will also be used by your clients to provide their consent or verification for things like AIP, and other adviser-initiated actions where you need client verification. 

What's next?

  • More than 30 new articles will be available via Help Centre to help you transfer assets (in-specie) into Wrap accounts.
  • We’re creating a new page in Adviser Online called ‘Fee profile’ which will show:
    • details of your client’s fee arrangement
    • a breakdown of your initial advice fee so you’ll be able to see what your client’s pay and what you’ll receive
    • administration and advice fee rates information
    • values for advice fees with Inclusive GST, Exclusive GST, and Inclusive GST net RITC.

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 40 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 July 2021)

Lazard Global Convertibles Fund*

LAZ3113AU

Forager International Shares Fund*

FHT0032AU

Global Transport Income Fund (IM) - A Class 2021*

PER8864AU

Perennial Private to Public Fund no.3 Class A*

WPC0155AU

Ausbil Global SmallCap Fund**

AAP8285AU

Morgan Stanley Global Sustain Fund (hedged)**

ETL5365AU

Morgan Stanley Global Sustain Fund (unhedged)**

ETL9199AU

Franklin Global Growth Fund Class W (hedged)**

FRT6321AU

Pendal Short Term Income Securities Fund**

WFS0377AU

Pendal Dynamic Income Fund**

BTA8657AU

Neuberger Berman Strategic Income Fund - W Class**

ETL1411AU

Bentham High Yield Fund**

CSA0102AU

DNR Capital Australian Equities Income Fund**

PIM8302AU

 

New Wholesale Managed Funds (IM)

Invesco WLR Credit Opportunities Fund First close (IM)*

GTU4172AU

Invesco WLR Credit Opportunities Fund 2nd Close (IM)*

GTU7049AU

Invesco WLR Credit Opportunities Fund 3rd Close (IM)*

GTU3750AU

Australian Unity Healthcare Property Trust - Wholesale Units**

AUS0112AU

EFM Global Financial Services and Technology Trust**

ETL6731AU

Walter Scott Global Equity No. 1 Fund**

MAQ9692AU

Arrowstreet Global Equity No. 1 Fund**

MAQ5378AU

 

Fund like securities**

Van Eck Emerging Markets Bond Fund

EBND

*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 860 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. Does the Australian Government Bank Deposit Guarantee cover Macquarie Bank clients?
  2. Do the new Wrap products have BPAY codes?
  3. How can I make Adviser Initiated Payments (AIP) from the cash account?

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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