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


What's new with SMAs?

Previously only available to IDPS clients, the SMA switch functionality is now also available for your super and pension clients. You won’t have to sell down all underlying assets from your clients’ existing SMA to fund the purchase of a new SMA.

This means you can keep your clients invested in the market and can move to the new SMA faster. Additionally, no CGT event is triggered if securities are retained as part of the selected SMA portfolio.

We’re continuing to make significant investment into our SMA offering to better support you with implementing SMA strategies for your clients. Here’s a reminder of other SMA enhancements we’ve made recently:

  • Enhanced Portfolio Review Report (PRR) to show the performance for SMAs listed in the report
  • Better tailor your client’s SMA by accommodating for unique personal preferences with SMA customisations.

To learn more about the above changes we’ve made to our SMA offering, see our article.

A more timely account view in third party providers’ (TPP) software

We know how important connectivity is in how you run your business and demonstrate value to your clients. We have a range of technical capability which is adopted by various Third Party Providers (TPPs) across the financial services landscape.

We’re continually investing in our solutions and by upgrading our esi data feeds, your client’s data is now more readily available for you and your clients to view and interact with in a TPP’s software. You may see the data appear in a TPP’s software quicker than before, so you can take action on your clients’ accounts right away if needed.

Adviser Online continues to evolve based on your feedback

This month, we’ve updated the account list export functionality so the report includes the ledger balance. This means a more complete overview of your clients’ accounts in one report.

We’ve also added a link to the Macquarie Online Trading (MOT) portal on the navigation menu in Adviser Online. You won’t have to log into the MOT portal separately; through Adviser Online, you’ll be able to easily go from your clients’ cash management accounts to their MOT accounts when you need to.

If you have feedback on how we can improve Adviser Online for you, we want to hear it. Please share your comments with us via the portal by selecting ‘Feedback’ from the main menu or by speaking to your relationship manager.

Our wrap offer documents will be updated

The Wrap offer documents will be updated, effective 1 July 2019. For a summary of the changes and other important information regarding the roll, please log into the wrap website and view our news story.

If you’re in the process of recommending Macquarie Wrap to your clients, please ensure you use the new offer documents and application forms if submitting the application from 1 July 2019 onwards.

Choose from one of the largest investment menus in the industry

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 funds
 
L1 Capital UK Residential Property Fund III
 
ETL4432AU*
 
PIMCO TRENDS Managed Futures Strategy Fund – Wholesale class
 
PIC9659AU*
 
MLC Wholesale Index Plus Growth Portfolio
 
MLC9748AU**
 
MLC Wholesale Index Plus Balanced Portfolio
 
MLC7387AU**
 

MLC Wholesale Index Plus Conservative Growth Portfolio

 

MLC7849AU**

 
State Street Floating Rate Fund
 
SST4725AU**

**IDPS and Super/Pension
*IDPS only

New fund-like securities
 
Regal Investment Fund
 
RF1
 
VanEck Vectors FTSE International Property (Hedged) ETF
 
REIT
 
Investec Australia Property Fund
 
IAP
 
BetaShares Legg Mason Emerging Mkts Fund
 
EMMG
 

Investsmart Ethical Share Fund

 

INES

 
eInvest Future Impact Small Caps Fund
 
IMPQ

A reminder that IM funds are also now available for your wholesale clients. If you haven’t yet, see our article to learn more about IM funds.

Need help?

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

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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.

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