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Your connected ecosystem

Our platform offers simpler, more powerful ways for you to manage your clients’ money. That way, you can focus on what’s valuable – building deeper connections with your clients. 

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Wrap evolution

3,400 + investment choices

7,000 + advisers

210,000 + clients

Extensive range of investments

Your central hub for efficient access to managed funds, domestic and international securities, direct fixed income, specialist investment, separately managed accounts and cash exposure. 

Central cash hub

Each Wrap account has a central cash hub, giving your clients cash flow visibility and giving you the ability to quickly execute investment decisions. 

Purpose-built for advisers

Our adviser portal, Adviser Online, enables you to efficiently access all your clients’ cash and Wrap accounts in one secure, digital portal. Access enhanced reporting, smarter notifications, set up esi data feeds and more.

An evolving digital experience

We’re delivering a multi-year platform evolution. We’ve launched new client and adviser portals, and we’re rolling out managed accounts innovations and continual technical enhancements. 

Meet more client needs

Choose between a range of Wrap menus to meet the evolving needs of your clients throughout their wealth journey, and enjoy a full custody model to allow us to manage the investment administration allowing you more time to focus on your clients’ needs

A proven solution

We’re one of the largest platform providers by funds under administration, and we’re growing strongly. You’ll have the support of the broader Macquarie Group, a global investment leader with 50 years of unbroken profitability, and a name clients can have confidence in.

Specialist support

Specialist support

Specialist support

With Macquarie, you have our team behind you and you can feel confident in who supports you. We get to know you, then we find the person who can help you solve your specific challenge. 

We’ve got experts on the ground Australia-wide who can help you with platform transitions, training and more, and connect you with a Macquarie expert best placed to solve your specific challenge. In addition, our phone-based adviser support team is available on 1800 025 063 Monday to Friday 8am - 7pm (Sydney time).

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Digital portfolio management

Digital portfolio management

Digital portfolio management

Macquarie’s digital portfolio manager automates investment recommendations and advice documentation, streamlines digital authorisation and sends approved trades to be executed on Macquarie Wrap. It’s configured to your investment philosophy and offers your firm the chance to re-think and scale your portfolio management process.

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Insurance

Insurance

Insurance solutions for your clients are available within superannuation.

Our Wrap platform offers multiple insurance products to make sure your clients have access to the insurance that’s right for them – including innovative life insurance solutions to enable you to protect your clients in case of unexpected illness or life's unforeseen events. 

Meet the team
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Adviser help centre

Adviser Help Centre

Adviser Help Centre

Adviser Help Centre is our one-stop-shop for common questions and answers from you and your team. You can quickly search and find articles covering frequently asked questions, step-by-step guides and videos of Macquarie’s products, platform and adviser portal.

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Why use a platform?

We’ve pulled together information about investment options, streamlined tax efficiency, portfolio transparency and more, to help your clients understand the benefits and advantages of using Macquarie’s platform.
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Macquarie Consolidator II - Engage

Consolidator II Engage offers clients with less complex portfolios access to a menu of cash, term deposits, insurance and SMAs.

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Wrap products

Macquarie Wrap Consolidator II

The Macquarie Wrap Consolidator II series has two investment menus as shown below. You can also access performance reporting and asset allocation here.

Macquarie Consolidator II - Engage:

  • Is a cost-efficient solution with a limited menu of products
  • Designed to suit clients with less complex investment needs
  • No asset-based administration fees and no transaction fees
  • A flat annual accounting keeping fee
  • The choice of 6 index and active Macquarie Investment Management SMAs, as well as term deposit and insurance options
  • Minimum investment of $10,000 and a minimum cash holding of $500.

Macquarie Consolidator II - Elevate:

  • Offers tiered, portfolio-based pricing with fee aggregation
  • Designed for clients with evolving complexity and diversification needs
  • A fee aggregation for family groups
  • The ability to create family groups of up to eight accounts
  • No transaction fees when purchasing or selling managed investments, Australian securities, and term deposits
  • Access to over 160 SMA models from over 45 investment managers
  • Access to over 600 managed funds
  • Access to Australian listed securities, international listed securities^, domestic fixed income^, term deposits, and insurance options
  • Minimum investment of $10,000 and a minimum cash holding of $1,000.

The series will include Macquarie Investment Consolidator II, Macquarie Super Consolidator II and Macquarie Pension Consolidator II.

^ International listed securities and domestic fixed income are only available for clients in Macquarie Investment Consolidator II - Elevate.

Product documents

Document Link
Macquarie Investment Consolidator II IDPS Guide
 Download PDF
Macquarie Wrap Cash Account – Product Information Statement
 Download PDF
Macquarie Super and Pension Consolidator II PDS
 Download PDF
Macquarie Super and Pension - Technical Information Booklet
 Download PDF
Macquarie Wrap product disclosure documents View all
Super Investment Menu
 Download Excel
IDPS Investment Menu Download Excel

 

Macquarie Wrap Manager II

The fee structure of Macquarie Wrap Manager II suits clients who have a reduced number of holdings – so they get better value and you get greater visibility.

Macquarie Wrap Manager II features:

  • Tiered, holdings-based pricing with a low minimum fee
  • Access to over 160 SMA models from over 45 investment managers
  • Access to over 600 managed funds
  • Access to Australian listed securities, international listed securities^, domestic fixed income^, term deposits, and insurance options
  • Requires a minimum balance of $10,000
  • No account keeping fee
  • No transaction fees when purchasing or selling managed investments, Australian securities, and term deposits.

The series will include Macquarie Investment Manager II, Macquarie Super Manager II and Macquarie Pension Manager II.

^ International listed securities and domestic fixed income are only available for clients in Macquarie Investment Manager II.

Product documents

Document Link
Macquarie Investment Manager II IDPS Guide Download PDF
Macquarie Wrap Cash Account – Product Information Statement
 Download PDF
Macquarie Super and Pension Manager II PDS
 Download PDF
Macquarie Super and Pension - Technical Information Booklet
 Download PDF
Macquarie Wrap product disclosure documents View all
Super Investment Menu
 Download Excel
IDPS Investment Menu Download Excel

Insights

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Taking technology beyond efficiencies

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SMSFs vs Super Wraps: A super heavy-weight bout?

The future of wealth platforms

Help and support

You can buy, sell and manage assets for your clients through Adviser Online. You can also check the status of existing and previous transactions. These transactions can be placed through Portfolio Transacting on Adviser Online.



Transacting in Adviser Online
 
  1. Log in to Adviser Online
  2. Click Transacting on the Adviser Online menu beneath the Macquarie icon and select Portfolio transacting
  3. Search for an account in the search bar by typing either an account number or name
  4. Click the account you want to transact on
  5. Select New Transaction and select the transaction type you want from the dropdown list
  6. Enter in the trade details and select continue
  7. Select Generate Orders
  8. Authorise the trade.


Please note: if you’d like to place buy orders that will use available cash rather than using the funds from a sell down, please place the buy and sell orders in two different transactions. This involves placing either the buy or sell, authorising the transaction, and then placing the other buy or sell in the following transaction.

For more information about switching logic, please see How does portfolio transacting switching logic work when a buy and sell order is placed in the same transaction online?

Can’t authorise?

If you don’t see an option to continue and can’t generate and authorise the trade, you may not have the appropriate level of authority to transact on that client’s account.

For more information about authority levels and how to change your level of authority see How do I register for full transact access instead of enquiry only?

Sell orders funding buy orders

You can place a buy for a managed investment using the proceeds of a sale of another managed investment (daily priced funds only). The system will automatically create a switch order in which the buy will go to market once the proceeds of the sale are received.

For more information regarding this, see What Wrap transactions require sufficient available cash prior to the order being placed through the portfolio transacting screen?

Non-daily priced funds
 

  • The account must have sufficient available cash to fund all buys of non-daily priced funds
  • All sales of non-daily priced funds will be credited to the cash hub and the proceeds cannot be used until they are received and cleared in the cash hub.


Partial sales

Where you are placing a partial sale which is greater than 94 per cent of the current value of that holding you may be required to either increase the sale to a full redemption or reduce the sale to less than 94 per cent of the current value.

Trustee Limits on SMAs

For SMA Models, investment limit checks will be treated like managed funds and applied at the SMA Model level.

Adviser Initiated Payments

Adviser Initiated Payments (AIP) allow your clients to consent to trades over the phone. This speeds up the advice process while keeping a high level of client control.

For more information see How can I make Adviser Initiated Payments (AIP) from the cash account?


Bulk Transacting

Bulk transacting helps you to collect fees and make bulk payments efficiently.

Read more about bulk transacting here.

Macquarie Online Trading

Macquarie Online Trading provides you and your client with more direct access over your investments.

For more information about Macquarie Online Trading see here.
 

Investment Menu

The Investment Menu shows you information about eligible investments.

For more information about how to use and access the Investment Menu see How do I check which investments are available for the Wrap products?

You can transfer assets into your client’s account through Macquarie Wrap or Macquarie Online Trading.

Macquarie Wrap

We can facilitate the following types of transfers into your client’s Wrap account:
 

  • Shares from Issuer Sponsored Holdings (SRN)
  • Shares from Broker Sponsored Holdings (HIN)
  • Managed funds from direct holdings (held directly with fund manager)
  • Both shares and managed fund from an external platform custodian.


Generally, your client will have to complete and sign a specific type of transfer form depending on the type of transfer.

The following steps should then be followed to process a transfer:
 

  1. The form should be sent to us to arrange the transfer on behalf of the client
  2. We’ll contact each external provider on behalf of the client and arrange the transfer of assets with each one
  3. Once the transfer has been arranged with the external provider, the assets are then transferred.

Please refer to the Asset Transfers Guide  or Asset Transfers Wizard for more information.

Macquarie Online Trading

 

To transfer shares to your client’s Macquarie Online Trading account, please complete the relevant form below. If we don’t already have your client’s ID on file, please provide a copy when submitting your request to help speed up the process.

Moving shares from another broker
 

  1. Please complete the Broker to Broker Transfer Request form
  2. Your client’s details at the other broker must match the exact details your client has with us to allow the transfer. If the shares are currently held in a different name, you’ll need to complete an Off Market Transfer Request form  (at a cost of $55 per line).

Moving shares from a share registry
 
  1. All new Macquarie Online Trading accounts need a Holder Identification Number (HIN). If your client only has Issuer sponsored holdings your client must complete the Issuer Sponsored Conversion Request form
  2. Your client’s details at the share registry must match the exact details they have with us to allow the transfer. If shares are currently held in a different name, your client will need to contact the share registry to change the details before submitting the Issuer Sponsored Conversion Request form or complete an off market transfer
  3. Return the completed forms to support@trading.macquarie.com
  4. If your client is in the process of opening a new account with us, you’ll have the option to create a new HIN as part of account opening. You can also transfer a HIN during the online account setup process as long as it’s in the same name as the new account
  5. Once we've received your request, we'll transfer the shares into your client’s Macquarie Online Trading account.

Super and pension

When contributing into a superannuation account by in specie transfer, the consideration and date of purchase will be the date that we receive all completed transfer paperwork, and also a date after the account is opened.

For more information please see What transfer amount do I need to put on an Australian Standard Transfer form?

Macquarie Consolidator II – Engage is a cost-effective solution with a limited menu of products. It’s designed to suit clients with less complex investment needs.

You can access the Investment Menu through Adviser Online.

  1. Log in to Adviser Online
  2. Click the Investment menu button on the right hand side of Adviser Online home page
  3. Select either Macquarie Wrap IDPS Investment Menu or Super and Pension Investment Menu.


You can learn more about Macquaire Consolidator II here.

For more help and support topics, visit Adviser Help Centre

Contact us

Monday to Friday 8am – 7pm (Sydney time)

1800 025 063

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Visit our Adviser Help Centre and search our adviser FAQs. 

 

Your questions answered

Additional information

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.

Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237 492 RSEL L0001281 (MIML) is the operator of Macquarie Investment Manager, Macquarie Investment Manager II, Macquarie Investment Consolidator, Macquarie Investment Consolidator II and Macquarie Investment Accumulator; and is the Trustee of the Macquarie Superannuation Plan.