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Managing an SMSF

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I am a financial services professional

We’ve included information on the page below about how we can support you and your SMSF clients.

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I am an individual investor

This page is for financial services professionals.

If you are interested in opening a SMSF bank account as an individual investor, you can control your SMSF cash flow with a Macquarie Cash Management Account (CMA), or learn more about managing your SMSF with our comprehensive toolkit.  

Continue to the CMA
 

Your connected cash hub

Close to 1 in 3 SMSFs are powered by the Macquarie CMA.1 It connects seamlessly with over 45 platforms and systems including:

Visibility and reporting

Macquarie’s CMA put 10 years of statements at your fingertips helping you to make efficient data driven decisions for your clients.

You also have flexiblility and control to view live balances and make overnight transactions that are visibile to you and your client through our adviser online portals.

Investment and administration solutions

Access a smarter wealth product ecosystem. We offer platforms and products to suit a range of SMSF investment strategies, including cash, term deposits, direct equities, managed accounts and others.

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Award-winning SMSF cash hub

Our Cash Management Account (CMA) is the chosen cash hub for close to 1 in 3 SMSFs1. We’re proud to have been awarded best cash and term deposits by SMSF Adviser SMSF award for 7 years2.

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I want to...

Learn about the Macquarie CMA as a SMSF cash hub

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Learn about term deposits for SMSFs

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Learn about Macquarie's Wrap platform

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Talking to your clients about SMSFs

Share our comprehensive SMSF toolkit that steps your clients through important things to consider before opening an SMSF.

View the toolkit
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SuperStream

SuperStream explained

From 1 July 2014, SuperStream reforms came into effect. These reforms included SMSF trustees needing a solution to receive certain contribution payments and messages electronically from their employer. 

As part of our commitment to offering a high level of service to our clients, we provide a free SMSF messaging service to our Macquarie Cash Management Account (CMA), Macquarie Consolidator Cash Account and Wrap Cash Account clients. 

The electronic message service enables SMSFs to receive contribution data electronically from an employer and reduce administration time for trustees. 

The electronic message service does not provide for SuperStream rollovers.

Electronic service address

Our electronic service address is:

MACQUARIESMSF

Terms and conditions

By providing our electronic service address to your employer, you are agreeing to be bound by the terms and conditions of the Electronic Message Service. The terms and conditions, effective 1 July 2014, are subject to change without notice. 

Read the terms and conditions.

New to Macquarie?

  • Check that Macquarie is available on your approved product list
  • Register yourself to start opening Cash Management Accounts by completing our adviser registration form
  • Already registered? Click here to open a Cash Management Account online

Help and support

Visit our Adviser Help Centre and search our adviser FAQs.

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Get in touch

If you’re a financial services professional, contact us if you have a question about your clients’ accounts.

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Additional information

Unless stated otherwise, this information has been prepared by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237 492 RSEL L0001281 (MIML). It 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.

The Macquarie Wrap products referred to on this page are issued by MIML. This information doesn’t take into account individual needs or financial situations - consider our Product Disclosure Statement (or other applicable offer document(s)) available on the Macquarie website, to decide if our products are right for you and whether you should acquire or continue to hold a product.

The Macquarie Separately Managed Account is issued by Macquarie Investment Services Limited ABN 73 071 745 401, AFSL 237495 (MISL). 

Funds invested on your behalf by MIML and MISL are not deposits with or other liabilities of Macquarie Bank Limited or any other entity of the Macquarie Group and are subject to investment risk, including possible delays in repayment and loss of income and capital invested. None of Macquarie Bank Limited, MIML, MISL or any other member of the Macquarie Group guarantees any particular rate of return or the performance of the investments, nor do they guarantee the repayment of capital.

The Direct Margin Loan is issued by Bell Potter Capital Limited ABN 54 085 797 735, Australian Financial Services Licence (AFSL) 360457, and is not the product of Macquarie Bank Limited ABN 46 008 583 542.

Macquarie Online Trading is a service provided by Third Party Platform Pty Ltd (TPP) ABN 74 121 227 905 AFSL 314341, at the request of MBL. TPP is a Participant of the ASX and Cboe Australia. Neither TPP nor MBL are representatives of each other. Some of the fees paid to TPP for the provision of its services will be remitted to MBL. TPP and MBL do not provide personal financial advice in relation to Macquarie Online Trading.

Target Market Determinations are available at our Design and Distribution hub.

1

Source: Macquarie Bank Limited data, ATO Self-managed Super Fund Statistical Report.

2

Awarded from 2016 to 2021, and 2023.