| Description | Link |
|---|---|
September 2025 Digital DownloadOur goal is to make Adviser Online your single portal to manage every core adviser function. Read about the important step we’re taking in this journey to simplify and streamline your day-to-day digital experience. | View article |
August 2025 Digital DownloadLast month, we introduced a digital form to roll over external funds into your clients’ super accounts. This is integrated with Macquarie Authenticator, making it secure and easy to use, and will replace the paper form. | View article |
July 2025 Digital DownloadThis month, we uplifted the Adviser Online Client Overview screen to provide you with better transparency into your clients' Macquarie Authenticator registration progress. | View article |
June 2025 Digital DownloadThis month, we’ve made significant improvements to Request Centre and have given your team greater visibility on the status of requests. We’ve also introduced new chat features that allow you to initiate a chat with us when it’s most convenient for you. | View article |
May 2025 Digital DownloadThis month, we’ve made significant enhancements to the Adviser Help Centre, including a new Google-powered search engine and improved content to help you find the information you need more quickly and efficiently. | View article |
April 2025 Digital DownloadThis month, we’re pleased to introduce new serviceability features and enhancements designed to simplify and streamline your experience with our platform. | View article |
March 2025 Digital DownloadWe’re continually evolving your digital experience by uplifting and migrating reporting features from Wrap Online to Adviser Online. | View article |
November Digital Download and 2024 wrap upOur final Digital Download of 2024 outlines changes and updates we’ve made to our platform and products in November, as well as a summary of key releases and updates this year. | View article |
September 2024 Digital DownloadRead about the tools we're developing to help you efficiently manage your clients’ account. | View article |
August 2024 Digital DownloadYou’ll soon be able to benefit from significant improvements we’ve made to the Wrap term deposit maturity election process. | View article |
July 2024 Digital DownloadWe’re expanding our pension functionality in Adviser Online, and soon you’ll be able to roll over your pension clients into an APRA regulated fund or SMSF. | View article |
June 2024 Digital Download
| View article |
May 2024 Digital Download
| View article |
April 2024 Digital Download
| View article |
March 2024 Digital Download
| View article |
February 2024 Digital Download
| View article |
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Product and platform updates
The latest enhancements to our products and platforms.
Featured—
September Digital Download
Our goal is to make Adviser Online your single portal to manage every core adviser function. Read about the important step we’re taking in this journey to simplify and streamline your day-to-day digital experience.
Platform updates
Most recent
Platform enhancements
| Recent updates | Link |
|---|---|
October Digital Download
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June Digital Download
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May Digital Download
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April Digital DownloadWe’re excited to release an uplifted experience when making SMA income elections for your clients. | |
March Digital DownloadWe’ve delivered some exciting features and enhancements to elevate your online experience and maximise efficiency. | |
DocuSign® instructions for Cash & Wrap productsIn 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. | |
We've been listening to your feedbackYour 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. | View article |
Greater investment choice for your wholesale clientsWe’re excited to let you know that with the introduction of IM funds, we’re expanding the investment opportunities available for your wholesale/sophisticated wrap investment clients. | View article |
Digital Download
| Digital Download | Link |
|---|---|
February Digital Download 2025As our platform development journey continues, we’re excited to share the first of many updates in our February Digital Download. | View article |
November Digital Download and 2024 wrap upOur final Digital Download of 2024 outlines changes and updates we’ve made to our platform and products in November, as well as a summary of key releases and updates this year. | View article |
October 2024 Digital DownloadRead more about how you can initiate your clients mobile number update via live chat plus other updates and changes we’re making to our platform and products. | View article |
September 2024 Digital DownloadRead about the tools we're developing to help you efficiently manage your clients’ account. | View article |
August 2024 Digital DownloadYou’ll soon be able to benefit from significant improvements we’ve made to the Wrap term deposit maturity election process. | View article |
July 2024 Digital DownloadWe’re expanding our pension functionality in Adviser Online, and soon you’ll be able to roll over your pension clients into an APRA regulated fund or SMSF. | View article |
June 2024 Digital Download
| View article |
May 2024 Digital Download
| View article |
April 2024 Digital Download
| View article |
March 2024 Digital Download
| View article |
February 2024 Digital Download
| View article |
Contact us
Need help? If you’re an adviser, please contact us via live chat in Adviser Online. If you’re a client, please call
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.