Efficient SMSF administration

Macquarie has the products, tools and expertise you need to make SMSF management easier for you and your clients.
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1 in 3 SMSFs are now powered by our award-winning cash management account.1

Award-winning cash hub

The chosen hub for 1 in 3 SMSFs1. Year after year, we’ve been awarded the best cash and term deposits by Core Data SMSF awards and SMSF Adviser SMSF awards.

Expert support

You have our specialist team behind you to provide you with expert product knowledge and ongoing support. 

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. 

SMSF cash hub

SMSF cash hub

  • 1 in 3 SMSFs use our award-winning CMA as their cash hub.
  • Data feeds integrate with major financial software making planning, accounting, SMSF administration and reporting simpler.
  • Online applications with electronic verification make the application process more efficient.
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Term deposits for SMSFs

Term deposits for SMSFs

We offer term deposits that:

  • seamlessly integrate with our CMA for simplifed account opening, accounting, tax returns and end-of-year financial reporting
  • have flexible investment terms
  • have flexible interest payments.
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Macquarie Online Trading

Macquarie Online Trading

  • Seamless integration with our CMA.
  • Reporting for advisers, accountants and their clients.
  • Bulk trading available to save time when trading on your clients' behalf.
  • Flexible advice fee options.
  • Online applications combined with the Macquarie Cash Management Account application. 
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Platform solutions

Platform solutions

  • Purpose-built for advisers to make reporting, investing and submitting requests simpler.
  • Online corporate action management including bulk corporate action elections.
  • Data feed integration with major financial software making your administation and compliance simpler. 
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Managed accounts

Managed accounts

  • Partner, build or buy directly through our wrap platform to invest your SMSF clients into managed accounts.
  • Access to over 185 managed accounts across over 45 managers.
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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. 

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.

Contact us

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

1800 808 508

Talk to us today

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Help and support

Visit our Adviser Help Centre and search our adviser FAQs.

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.

Unless stated otherwise, this information has been prepared by Macquarie Bank Limited AFSL and Australian Credit Licence 237502. 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.

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.

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 Group. 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.

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.

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