Read more about our developments to Adviser Online and new features on Request Centre.

In March, we released a new Wrap Investment Transactions report and new features on Request Centre.


What's new

Access to your client’s Wrap Investment transactions via Adviser Online

You’ll now have access to a new digital report to view and print your clients’ investment transactions without having to navigate away from Adviser Online. To view this report, go to your client's Wrap account and select the ‘Investment transactions’ tab.

New features for Request Centre to help you record and keep track of the requests you’ve submitted

We’ve made some improvements to the way you use Request Centre including:

  • Print Receipt Functionality: allowing you to print and download receipts of your requests so you can attach these to your financial planning software. You can print a request from the confirmation page immediately after it has been submitted. If the request has already been submitted, you can select and expand the row in the Request Centre table, to access the print option.
  • Progress Tracker: monitor your requests and see what stage your request is at by viewing the progress tracker at the top of your submitted requests.
  • ‘Create new request’ uplift: you’ll now be able to see additional details at various stages when submitting a request, including the request type, account details and the date and time the request was submitted.

New questions added to some of our online application forms

To align with ATO guidance, we’ve added additional questions for settlors of trust applications on our Cash Management Account, Wrap IDPS, Term Deposit and Macquarie Online Trading application forms. 

 


What's next?

New online options for managing your client’s Direct Deposit Facility

Very soon you’ll be able to create, edit and delete your client’s Direct Deposit Facility via Adviser Online, without completing and sending a form. We’ve heard feedback that this would save you and your clients’ time by being able to manage this online. When this is live, simply go to the account details page for your clients wrap account to access these new options.

Quick access to your client’s Centrelink report

We’re enhancing the Centrelink report to provide a digital and print-friendly format that will be accessed all within Adviser Online when selecting the ‘Centrelink’ option in your client’s pension account. 


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. Some recent videos just added include:

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 April 2021)

Centuria Healthcare Property Fund

CTR0438AU*

CC JCB Dynamic Alpha Fund

CHN8607AU*

Melior Australian Impact Fund

PIM4806AU*

JPMorgan Global Macro Sustainable Fund

PER7633AU*

PIMCO Australian Short-Term Bond Fund – Class A

ETL0175AU*

Macquarie Australian Diversified Income Fund

MAQ0204AU*

GuardCap global Equity Fund

ETL6126AU**

Lazard Global Equity Franchise Fund – S Class

LAZ6803AU**

Pzena Global Focused Value Fund – Wholesale

ETL0484AU**

Fairlight Global Small & Mid Cap Hedged - Class H

PIM0941AU**

Ophir Global High Conviction Fund

PIM4401AU**

AMS Balanced Fund

DAM0026AU**

AMS Moderately Conservative Fund

DAM0025AU**

Watermark Absolute Return Fund – B Class

ETL5025AU **

Vanguard Ethically Conscious Australian Shares Fund

VAN4509AU**

Vanguard Global Aggregate Bond Index Fund (Hedged)

VAN9309AU**

Perpetual High Grade Treasury Fund

PER0562AU**

 

New Wholesale Managed Funds (IM)

Regal Emerging Companies Opportunities Fund

RGL8372AU

Regal Emerging Companies Fund II

RGL1073AU


*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 840 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. How can I amend my client’s pension payments? (Increase or decrease)
  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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