Read about our updated Employee Super Contribution form, removal of CMA fees and more.

This is the first edition where we’re contacting advisers, as well as support staff. We know that making sure everyone’s kept up-to-date of key highlights and enhancements to come is important. In this month’s edition: find out more about the Employee Super Contribution form, the removal of some CMA fees, our EOFY Hub and changes to submitting paper applications from 1 July 2021 and more.


What's new

Keeping you and your support staff up-to-date with Digital Download

Each month, we provide you with key information relating to new features or tech enhancements for our Wrap and Cash products.

We know it’s not just advisers who would benefit from receiving these updates, so from now we’re including support staff when we send Digital Download.

It’s a must-read to stay in the loop with digital changes and improvements, including new tools or applications via Adviser Online, plus an insight into what’s coming soon.

 

Save time submitting your client’s Employee Super Contribution form with a pre-populated PDF

You can now create a pre-populated PDF of your client’s and their accounts’ details into the existing Macquarie Wrap Employer superannuation contributions form. You can then have your client sign the form and send this onto their employer.

 

We’ve removed some fees on our CMA to ensure your clients continue to receive a seamless experience

Our clients can now request bank cheques, audit letters and investigations into their account transactions without being charged for these requests.


Everything you need for EOFY  

We've created a dedicated hub for EOFY information. You’ll find everything you need to be on top of your tasks including:

o   June cut-off and processing dates

o   Summary of key EOFY Wrap and Cash tasks

o   Tips to avoid processing delays

o   Answers to commonly asked EOFY questions

View our EOFY hub and read commonly asked EOFY questions and additional information via Adviser Help Centre.


We won’t accept paper application forms for our CMA, Wrap, super, pension or IDPS products from 1 July 2021

As our enhanced online application form incorporates the new regulatory requirements, it enables your clients to digitally consent to the adviser service fees and agree to the product terms and conditions at the same time.

To help you manage any in-flight paper applications, we’ll continue to accept paper application forms that have been signed before 1 July 2021 and are received by 16 July 2021.

It’s important to note that you’ll still be able to use our ‘Print, Sign and Upload’ feature for applications.

What's next?

  • From 3 July 2021, Cash Management Account (CMA) statements will be available to you and your clients
  • Quickly update and easily submit your client’s TFN via Adviser Online
  • Improving the add/edit client's TFN to reduce the need of paper forms and phone calls
  • Open Accelerator accounts using the online short form if you’re a secondary adviser (with the required authority)
  • Access your clients’ Super and Pension details via Adviser Online (without navigating to Wrap Online)

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 June 2021)

Aberdeen Standard EX-20 Australian Equities P

EQI5000AU

Aberdeen Standard Global Absolute Return P

EQI4278AU

Aberdeen Standard Global Corporate Bond Fund P

EQI6923AU

Aberdeen Standard Global Smaller Companies P

EQI0784AU

Aberdeen Standard Multi-Asset Real Return P

EQI4658AU

Firetrail Australian Small Companies Fund

WHT3093AU

Paradice Long Short Australian Equities Fund

ETL8096AU

Perpetual Wholesale Global Share Fund

PER0733AU

Nikko AM Global Share Fund

SUN0031AU

Spheria Opportunities Fund

WHT0025AU

T. Rowe Price Australian Equity Fund

ETL0328AU

T.Rowe Price Global Equity Fund M Class (hedged)

ETL1864AU

 

New Wholesale Managed Funds* (IM)

Alium Market Neutral Fund Platform Class (IM)

DCA7894AU

Lanyon Elite Athlete Fund (IM)

LYN3596AU

MA Prime Logistics Fund (IM)

MAA4514AU

Wentworth Williamson Fund

WWM0001AU

Wentworth Williamson Stable Income Fund

WWM8425AU

 

Fund like securities**

Monash Absolute Active Trust (Hedged Fund)

MAAT

Munro Global Growth Fund (Hedge Fund)

MAET

*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 855 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. Do clients receive tax reports and account statements via mail?
  2. How can a client demonstrate Nexus to Australia?
  3. How can I choose a specific parcel option?

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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