Read about recent updates to our wrap, CMA and Macquarie Online Trading platform.


Adviser Online is here – have you logged in to see it yet?

The online experience for how you manage your cash clients has been enhanced. To view your cash clients, including any cash accounts linked to wrap, please log in by selecting Adviser Online from macquarie.com/adviser

Read about what’s new in this article and if you’d like further support or training, please email training@macquarie.com

We hope you enjoy the new-look adviser portal. This is an important step towards bringing all your clients’ Macquarie accounts into a single place and we’ll be in touch again soon regarding new features and functions that will make managing admin tasks easier than ever.

Greater investment choice for your wholesale clients is coming soon

We’re focused on expanding the investment opportunities you can offer your clients. Soon, eligible managed funds offered under an information memorandum (IM funds) will be available to your wholesale clients through the IDPS. With more options available, your wholesale clients can access a more diverse investment portfolio through the one platform.

We’ll get in touch once IM funds are available on the platform to invest.

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 150+ SMAs across 38 SMA managers.

New funds
Fidante Partners
Bentham Asset Backed Securities Fund (HOW2852AU) **
NAB Asset Management
Redpoint Global Listed Infrastructure Fund (PPL0031AU) **
Talaria Capital
Talaria Global Equity Fund - Wholesale Units (WFS0547AU) **
Morningstar Investment Mgmt Aust Ltd
Morningstar Multi Asset Real Return Fund Class A (INT0040AU)**

**IDPS and Super/Pension
**IDPS and Super/Pension

New SMAs
Aro Asset Management Pty Ltd
Aro Macro Australian Equities (SMAARO01S)
RM Balanced (SMAARO02S)
RM Conservative (SMAARO03S)
RM Growth (SMAARO04S)
Lonsec Invest Solutions Pty Ltd
Lonsec Retirement Managed Portfolio - Balanced (SMALON09S)
Lonsec Retirement Managed Portfolio - Conservative (SMALON10S)
Lonsec Retirement Managed Portfolio - Growth (SMALON11S)

Need help?

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

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Additional information

Any information on this page in relation to mortgages has been prepared by Macquarie Securitisation Limited (MSL) Australian Credit Licence (ACL) 237863 ACN 003 297 336.

Unless stated otherwise, this information has been prepared by Macquarie Bank Limited ABN 46 008 583 542 AFSL and Australian Credit Licence 237502.

This information 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.