Read about recent updates to our wrap, CMA and Macquarie Online Trading platform.
More investment flexibility with SMA Customisations
A ‘do not hold’ feature is now available, enabling clients to personalise their security selections within an SMA. When this is applied, it prevents the purchase of particular securities and will automatically sell down any existing holdings in the selected security.
Learn more about SMA Customisations and view the tutorial in this article.
Claim deductions in the online applications tool
You and your clients can now easily submit deduction requests for personal contributions via the wrap online applications tool. This means you no longer need to complete a separate deduction notice after submitting the application.
We’re also pleased to say almost half of new accounts used the new ‘download forms’ feature that was released last month. You can read more about Wrap online apps here.
A complete view of managed accounts on SMSF software
You can securely access data on managed accounts on Class Super and BGL Simple Fund via esi datafeeds.
The managed account data will now form part of the standard esi datafeed setup, removing the need for you to manually enter the data into the SMSF software.
Easier and more secure client access
Are you asked by your clients to help recall their Macquarie ID / access code in order to log in and view their account? To simplify the log in process, your clients can now create a personalised username – such as “johnsmith123” – in place of the current 8-digit access code.
For added security when logging in, we’ve also increased the character limit for passwords to 256 and now allow phases as well as characters like apostrophes and spaces. This means your clients can set a more unique, secure password for their accounts.
Setting up a new log in username is quick and easy and your clients can do this when they access the online portal under My Profile.
Fast phone confirmation for more account related requests
As part of our ongoing commitment to providing efficient service to you and your clients, we’re excited to let you know that your clients can now simply call us to request certain accountrelated tasks rather than sending us signed instructions.
Your clients can now simply call us for the following account updates:*
- Removing a Third Party Authority (TPA) from their account
- Decreasing a direct debit payment amount, or cancelling the direct debit payment
- Loading an external broker onto their account
- Setting up a direct deposit facility or changing the direct deposit facility contribution type
The listed adviser on the account can also call us to set up a direct deposit facility, change the contribution type, and cancel or decrease the amount of a direct debit.
*Where more than one client needs to approve, we’ll still require signed instructions as per the current request process.
Adviser Online - your new adviser portal - is on the way
In the coming weeks, you’ll benefit from an enhanced online experience to manage your cash accounts.
This is an exciting step towards creating a single portal for you to manage all your clients and accounts.
Learn more about Adviser Online here.
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.
|Auscap Asset Management Limited||Auscap Long Short Aus Equities Fund - Daily Class (ASX6124AU) **|
|NAB Asset Management||Intermede Global Equities Fund|
|Talaria Capital||Talaria Global Equity Fund – Hedged (WFS0547AU) *|
**IDPS and Super/Pension
|New listed investment trusts
|Forager Funds Management||Forager Australian Shares Fund (FOR)|
|Pengana Capital Limited||Pengana Private Equity Trust (PE1)|
Get in touch with us if you’d like more information regarding any of these updates.