Read about important information for EOFY and our continued enhancements.


With 30 June quickly approaching, this is a busy time for all of us, including your clients, so we encourage you to read our EOFY material provided below and visit the ‘EOFY’ category in Adviser Help Centre to help you stay on top of tasks and view common questions.

What's new?

Wrap Tax elections are now open

If you have Wrap investment clients, you have until 7 July to make your tax elections online for 2019/20 tax reports.

Learn more here and watch this tutorial video on how to make elections

Automatic Income Redirection for investment wrap clients is live

You can now elect to elect to automatically redirect your clients’ income from their Investment Wrap cash account to their nominated bank account.

Smarter client and account searching in Adviser Online

You may have noticed some improvements to the main search bar. We’ll keep refining this tool to make finding accounts and clients quick and easy.
 

Check funds and product availability on the same page via Wrap Online

Previously you’d have to navigate between two pages to be able to view the investment menu and then check which wrap products the funds were available in. You can now view both of these things on the one page.

Visit the Investment Menu page by logging into Wrap Online and selecting ‘Investment Menu’ from the Quick Links dropdown.


Everything you need for EOFY

30 June processing cut offs, tips and more

We want to ensure the run towards 30 June is as smooth as possible for you and your clients.  View EOFY tips, the June processing cut-off dates, and other information to help navigate this time of year.
 

Keep track of EOFY requests when you submit via Request Centre

Request Centre is a digital tool that allows you to submit and manage requests in a faster, easier, and more secure way via Adviser Online. Log in to the portal today to start using it.


Using our digital banking tools for faster cash withdrawals

Using EFT and BPAY via our digital banking tools

Your clients can transfer money and pay bills any time using Electronic Fund Transfer (EFT) or BPAY rather than sending us a manual form.

It’s a fast and secure way for your clients to make payments online via Macquarie online banking or the Macquarie Mobile Banking app.
 

Keep in control with Adviser Initiated Payments (AIP)

If your client prefers you to complete transfers on their behalf from their cash account, you can use AIP.

AIP saves you time and gives you and your client more control when making client instructed cash payments, simplifies the consent process for your client when making transactions and allows you to set up or amend a scheduled or recurring payment.

You can also avoid daily transfer limits via EFT by nominating accounts which allow you and your client to complete online transactions quickly and efficiently.


EOFY support and training

Want to learn more about EOFY processing cut offs, the July pension escalation process or how to submit wrap tax elections online?

View the videos below:

30 June processing cut offs
July pension escalations
Wrap tax elections


What's next?

Electronic signature using DocuSign®

From 1 July 2020, we’ll accept most forms and applications via DocuSign®. Previously we required wet signatures and we’re making it easier by accepting DocuSign® for you to operate your business digitally. 

By choosing DocuSign®, we’ll require the following to be submitted to us:

  • The form signed with the authoriser’s DocuSign® signature;
  •  The certificate of completion issued by DocuSign®; and
  • The request must come from the client’s email address or from an email address that aligns with adviser’s email domain.

A new-look Wrap Cash Transaction Report is coming soon to Adviser Online.

We’re working on a new report for Adviser Online so you can see your clients’ wrap cash transactions and SMA transactions more easily. When this goes live, you’ll also be able to extract your reports as a CSV or PDF. 


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 (June 2020)

Aoris International Fund (Hedged) Class D

PIM1812AU*

BWA Diversified Fund - BWA Defensive Fund
Restricted to specific dealer groups

DAM9627AU**

BWA Diversified Fund  - BWA Growth Fund
Restricted to specific dealer groups

DAM5182AU**

BWA Diversified Fund  - BWA Blended Growth Fund
Restricted to specific dealer groups

DAM8853AU**

Yarra Absolute Credit Fund

JBW4739AU*


New Wholesale Managed Funds (IM)

BlackRock Core Alternatives Fund - Class E units (IM)
Restricted to Macquarie Wrap Vision

BLK2204AU*

*IDPS only
**IDPS and Super/Pension


Adviser Help Centre

Adviser Help Centre has hundreds of articles to help answer common questions regarding our products, platform and digital functions. Make sure you check it out before calling us to help keep the lines free for more complex queries.

Need help?

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

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