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

Move faster with SMA switche

You can now transfer assets between SMA accounts without the need to sell down and repurchase. Keep your clients invested in the market and move to new models faster than before with this new feature.

We’ve listened to feedback and have also extended the option for fund manager rebates to be provided at the SMA model level. Clients can now benefit from both the buying power of the wrap platform as well as rebates negotiated by the SMA investment manager.

Calculate fees quickly and efficiently for your wrap clients

We’ve updated our online wrap fee calculator to cater for family grouping, so calculating fees for your clients is simpler than ever. You can now enter up to 6 accounts in a family group, and relevant grouping discounts will be automatically applied. 

We’ve also increased the number of maximum assets you can enter per account to more than 100, allowing you to calculate fees for clients with tailored portfolios across one of the largest platform investment menus available.

Access the calculator from the wrap adviser portal by clicking on Fee Calculator under the Quick Links dropdown.

An improved, intuitive online experience for your cash clients

Your cash clients will experience a simpler layout on the online client portal and the ability to search for their accounts on the Reports page. In step with feedback from clients, we’ve also moved Audit Reports to the Reports tab instead of the Account Details tab.

Clients can now also print a payment receipt for funds transfer and BPAY® payments, and include additional payment details in print view (such as biller code, reference, payee BSB and account number). 

Need help?

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

Related products


Subscribe to our monthly newsletter

We bring you technical updates, financial insights and industry expertise.



Wider View of Wealth newsletter preview
Thank you for subscribing.
Please try again.

Simply fill out your details below:

By submitting this enquiry, I acknowledge that I have read the Macquarie Group privacy policy, and understand that Macquarie will use my personal information to contact me in relation to my enquiry, and for other general marketing purposes.

You can change your marketing preferences by telephoning Macquarie on 1800 806 310 or customising your preferences with the unsubscribe link included in our marketing communications. Please note that all of our calls are recorded. If you do not want your call to be recorded, please advise the Macquarie staff member.

Contact us

Monday to Friday 8am – 6pm (Sydney time)

1800 808 508

Talk to us today

To speak to a specialist complete this form and we'll be in touch.

Help and support

Visit our Adviser Help Centre and search our adviser FAQs.

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.

®Registered to BPAY Pty Ltd ABN 69 079 137 518