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DocuSign® instructions for Cash & Wrap products

In addition to the suite of digital solutions we currently offer to help you and your clients manage requests, we’re now also supporting DocuSign® signatures.

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June Digital Download

Read about important information for EOFY and our continued enhancements.
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Keep on top of EOFY tasks

We want to ensure the run towards 30 June is as smooth as possible for you and your clients. 

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Using our Cash Online Application is an easy alternative for account opening

Our online application process handling time is generally around 24 hours – reducing the wait time for you and your clients.

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Adviser Online production releases

As part of our ongoing commitment to evolve Adviser Online, we've released some new features. 

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A new way for your clients to receive their income 

We're launching Automatic Income Redirection for your Investment Wrap clients which will help you automatically redirect Wrap account income straight to your client's nominated bank account. 

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Back to Basics: Adviser Online User Guide

We’ve put together a helpful guide based on some of the more common queries we’ve received to make it easier for you during this time.

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Reduction in pension minimum requirements

As part of their response to the evolving coronavirus situation, the Federal Government has announced a 50% reduction in the pension minimum requirements for the 2019/20 and 2020/21 financial years.

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Requesting a Temporary Early Release of Super

If your clients have been impacted by coronavirus (COVID-19), they may be eligible for a Temporary Early Release of Superannuation, a measure recently announced by the Federal Government. 

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Transaction notifications for your clients' CMA

From January 2020 clients will receive a real-time notification when you or an authorised third party processes a transaction on their CMA or Cash Management Accelerator Account.

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Adviser help centre is now live

On May 2018, we released Macquarie Help Centre for your clients, dedicated to providing useful informatiom.

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Our platform evolutions is here

It’s our commitment to delivering simpler, more powerful ways to help you manage your clients’ money. That way you can focus on what’s valuable – building deeper connections with your clients.

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Adviser Online continues to evolve based on your feedback

Since the launch of Adviser Online, we've continued to update the portal based on the feedback we've heard from you. 

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We've been listening to your feedback

Your new Adviser Online portal went live in April 2019 to make managing your clients easier. Since then, we've received valuable feedback on what you like, and also what could be improved. 

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Platform enhancements

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Find accounts faster, with Global Account Search

We’re focused on making your Adviser Online experience quick and simple. To support this, we’ve developed a new way for you to search your accounts with the integration of Global Account Search.

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Wrap accounts, new reporting and Account Dashboard view

You can now view all your clients’ cash and wrap accounts in the one place.

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Digital Download

Digital Download Link

June 2020

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.

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April 2020

Our focus is on providing the best service and products possible.

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March 2020

We’re more focused than ever on ensuring our platform and digital solutions can help you manage your tasks and support your clients’ needs.

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November 2019

Adviser Online enhancements, Global Account Search and new managed funds. 

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September 2019

New request centre, updates to esi data feeds, bulk transaction reports and improved reporting for Macquarie Wrap.

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August 2019

New ABN application program, plus updates for tax reporting and Investment Accumulator IDPS Guide.

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July 2019

Portfolio Review Report improvements, Adviser Online updates, client Help Centre and more. 

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June 2019

SMA updates, wrap offer documents updated, new funds and more. 

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Additional information

Unless stated otherwise, this information has been prepared by Macquarie Bank Limited AFSL and Australian Credit Licence 237502. It is provided for the use of licensed and accredited brokers and financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.