Transfer into super and pension accounts from an external source as a contribution

Getting started

You can transfer into super and pension accounts from an external source as a contribution on behalf of your client.

Things you should know before you get started

For existing pension accounts, please also submit a client signed Pension Update Request in addition to the requirements below
The assets must be available on the applicable Investment Menu to be held on platform
All transfers into superannuation accounts will occur as a change of beneficial ownership (CBO) transfer and will trigger a CGT event. This is because the beneficial owner of the account is the Macquarie Superannuation Plan, not the member
Contributions must adhere to contribution caps and are subject to superannuation rules as outlined in the taxation and superannuation law
The client’s Tax File Number (TFN) must be provided before we can accept any personal contributions into their super account
For pension accounts, please ensure you don’t exceed the transfer balance cap. Pension starting values are calculated after all assets, rollovers and/or contributions are received, and may differ to the initial transfer value due to market movement.
The effective date of the transfer will be when Macquarie Wrap has received all the completed documents
The consideration will be the closing market price on that date. For estate accounts, some issuers may require additional forms
Where the client intends to claim a tax deduction on a personal contribution, the client must provide a valid Deduction Notice for Personal Contributions form
For all equity transfers that involve a Change of Beneficial Ownership, the market value must be greater than $500 as at transfer date.

Transfer in of broker sponsored securities into Macquarie Super or Pension account as a contribution

Here are the requirements for transferring contributions of broker sponsored listed securities to a Macquarie Wrap super or pension account:

Superannuation Asset Transfer form completed with the following:
- Account name and number of the Superannuation/Pension account
- For personal contributions, the Personal contribution box should be ticked
- For spousal contributions, the Spouse contribution box should be ticked
- Value of assets
- Form signed by the owner of the Wrap account.
Broker transfer request form, completed with the following:
- Client’s Wrap account number
- Asset name, code and number of units to be transferred for all assets being transferred from the same HIN
- External account name (Securityholder Name Box
- HIN of the external broking account (or PID and account number if held with a custodian)
- Signed by the client registered on the external account.
And if assets are being contributed from a joint, trust, company or spouse account, we’ll also require:

Joint Account	Trust Account	Company Account	Spouse Account
1. Original Australian Standard Transfer Form for each asset to be transferred, showing the change in legal ownership and completed with the following: Asset name, APIR code and number of units to be transferred Seller: name of the external account and signed by the owners of the external account Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete Consideration: NCBO	1. Original Australian Standard Transfer Form for each asset to be transferred, showing the change in legal ownership and completed with the following: Asset name, APIR code and number of units to be transferred Seller: name of the external account and signed by the owners of the external account Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete Consideration: NCBO 2. Signed letter from the trustees/executors of the Trust, stating the following: The in-specie transfer of asset(s) is a distribution to the member and; The member has instructed the trustees of the trust to direct the distribution into their super account as a personal contribution	1. Original Australian Standard Transfer Form for each asset to be transferred, showing the change in legal ownership and completed with the following: Asset name, APIR code and number of units to be transferred Seller: name of the external account and signed by the owners of the external account Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete Consideration: NCBO 2. Signed letter from the trustees/executors of the Trust, stating the following: The in-specie transfer of assets is a personal contribution being made on behalf of the member at their direction The member is entitled to the assets and it has been correctly classified as an after-tax contribution	Personal contribution: 1. Signed letter from the Spouse with the following statement: 'I confirm that the funds are being contributed on behalf of the receiving member as an after-tax personal contribution.' This letter may be scanned and sent via email. Spouse contribution: 1. Original Australian Standard Transfer Form for each asset being transferred and completed with the following: Asset name, APIR code and number of units to be transferred Seller: name of the external account and signed by the owner of the external account Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete Consideration: NCBO

Joint Account

Trust Account

Company Account

Spouse Account

1. Original Australian Standard Transfer Form for each asset to be transferred, showing the change in legal ownership and completed with the following:

Asset name, APIR code and number of units to be transferred
Seller: name of the external account and signed by the owners of the external account
Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete
Consideration: NCBO

1. Original Australian Standard Transfer Form for each asset to be transferred, showing the change in legal ownership and completed with the following:

Asset name, APIR code and number of units to be transferred
Seller: name of the external account and signed by the owners of the external account
Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete
Consideration: NCBO

2. Signed letter from the trustees/executors of the Trust, stating the following:

The in-specie transfer of asset(s) is a distribution to the member and;
The member has instructed the trustees of the trust to direct the distribution into their super account as a personal contribution

1. Original Australian Standard Transfer Form for each asset to be transferred, showing the change in legal ownership and completed with the following:

Asset name, APIR code and number of units to be transferred
Seller: name of the external account and signed by the owners of the external account
Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete
Consideration: NCBO

2. Signed letter from the trustees/executors of the Trust, stating the following:

The in-specie transfer of assets is a personal contribution being made on behalf of the member at their direction
The member is entitled to the assets and it has been correctly classified as an after-tax contribution

Personal contribution:

1. Signed letter from the Spouse with the following statement: 'I confirm that the funds are being contributed on behalf of the receiving member as an after-tax personal contribution.' This letter may be scanned and sent via email.

Spouse contribution:

1. Original Australian Standard Transfer Form for each asset being transferred and completed with the following:

Asset name, APIR code and number of units to be transferred
Seller: name of the external account and signed by the owner of the external account
Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete
Consideration: NCBO

Transfers in from an external platform or custodian to Super or Pension Account as a contribution

Consult the external platform/custodian before commencing the transfer and provide them with any documents/information required to initiate the transfer on their end.

Here are the requirements for transferring broker sponsored securities and/or managed investments as a contribution from an external platform/custodian to a Macquarie Wrap super or pension account:

Superannuation Asset Transfer form completed with the following:
- Account name and number of the Superannuation/Pension account
- For personal contributions, the Personal contribution box should be ticked
- For spousal contributions, the Spouse contribution box should be ticked
- Value of assets
- Form signed by the owner of the Wrap account.
Account Closure and Transfer Request
- Send this to the external custodian and provide Macquarie a scanned copy.
And if assets are being contributed from a joint, trust, company or spouse account, we’ll also require:

Joint Account	Trust Account	Company Account	Spouse Account
1. Original Australian Standard Transfer Form for each asset to be transferred, showing the change in legal ownership and completed with the following: Asset name, APIR code and number of units to be transferred Seller: name of the external account and signed by the owners of the external account Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete Consideration: NCBO	1. Original Australian Standard Transfer Form for each asset to be transferred, showing the change in legal ownership and completed with the following: Asset name, APIR code and number of units to be transferred Seller: name of the external account and signed by the owners of the external account Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete Consideration: NCBO 2. Signed letter from the trustees/executors of the Trust, stating the following: The in-specie transfer of asset(s) is a distribution to the member and; The member has instructed the trustees of the trust to direct the distribution into their super account as a personal contribution	1. Original Australian Standard Transfer Form for each asset to be transferred, showing the change in legal ownership and completed with the following: Asset name, APIR code and number of units to be transferred Seller: name of the external account and signed by the owners of the external account Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete Consideration: NCBO 2. Signed letter from the trustees/executors of the Trust, stating the following: The in-specie transfer of assets is a personal contribution being made on behalf of the member at their direction The member is entitled to the assets and it has been correctly classified as an after-tax contribution	Personal contribution: 1. Signed letter from the Spouse with the following statement: 'I confirm that the funds are being contributed on behalf of the receiving member as an after-tax personal contribution.' This letter may be scanned and sent via email. Spouse contribution: 1. Original Australian Standard Transfer Form for each asset being transferred and completed with the following: Asset name, APIR code and number of units to be transferred Seller: name of the external account and signed by the owner of the external account Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete Consideration: NCBO

Joint Account

Trust Account

Company Account

Spouse Account

1. Original Australian Standard Transfer Form for each asset to be transferred, showing the change in legal ownership and completed with the following:

Asset name, APIR code and number of units to be transferred
Seller: name of the external account and signed by the owners of the external account
Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete
Consideration: NCBO

1. Original Australian Standard Transfer Form for each asset to be transferred, showing the change in legal ownership and completed with the following:

Asset name, APIR code and number of units to be transferred
Seller: name of the external account and signed by the owners of the external account
Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete
Consideration: NCBO

2. Signed letter from the trustees/executors of the Trust, stating the following:

The in-specie transfer of asset(s) is a distribution to the member and;
The member has instructed the trustees of the trust to direct the distribution into their super account as a personal contribution

1. Original Australian Standard Transfer Form for each asset to be transferred, showing the change in legal ownership and completed with the following:

Asset name, APIR code and number of units to be transferred
Seller: name of the external account and signed by the owners of the external account
Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete
Consideration: NCBO

2. Signed letter from the trustees/executors of the Trust, stating the following:

The in-specie transfer of assets is a personal contribution being made on behalf of the member at their direction
The member is entitled to the assets and it has been correctly classified as an after-tax contribution

Personal contribution:

Spouse contribution:

1. Original Australian Standard Transfer Form for each asset being transferred and completed with the following:

Asset name, APIR code and number of units to be transferred
Seller: name of the external account and signed by the owner of the external account
Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete
Consideration: NCBO

Transfers in of issuer sponsored securities (SRN) to Super or Pension account as a contribution

Please consult the issuer for any of their requirements before commencing the transfer.

Here are the requirements for transferring contributions of issuer sponsored listed securities to a Macquarie Wrap super or pension account:

Superannuation Asset Transfer form completed with the following:
- Account name and number of the Superannuation/Pension account
- For personal contributions, the Personal contribution box should be ticked
- For spousal contributions, the Spouse contribution box should be ticked
- Value of assets
- Form signed by the owner of the Wrap account.
Original Issuer Transfer Request form completed with the following:
- Client’s Wrap account numberAsset code, name and number of units to be transferred
- SRN of client’s holding
- Current registration details of client’s holding – name and address
- Signed by clients registered on external account
Original Australian Standard Transfer Form for same asset to be transferred and completed with the following:
- Asset name, APIR code and number of units to be transferred
- Seller: name of the account held with the Fund Manager, and signed by the directors/trustees
- Investor ID/Number of the client’s holding in the asset, written under the Seller’s name
- Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete
- Consideration: NCBO
And if assets are being contributed from a joint, trust, company or spouse account, we’ll also require:

Trust Account	Company Account	Spouse Account
1. Signed letter from the trustees/executors of the Trust, stating the following: The in-specie transfer of asset(s) is a distribution to the member and; The member has instructed the trustees of the trust to direct the distribution into their super account as a personal contribution	1. Signed letter from the trustees/executors of the Trust, stating the following: The in-specie transfer of assets is a personal contribution being made on behalf of the member at their direction The member is entitled to the assets and it has been correctly classified as an after-tax contribution	Personal contribution: 1. Signed letter from the Spouse with the following statement: 'I confirm that the funds are being contributed on behalf of the receiving member as an after-tax personal contribution.' This letter may be scanned and sent via email. Spouse contribution: No further requirements

Trust Account

Company Account

Spouse Account

1. Signed letter from the trustees/executors of the Trust, stating the following:

The in-specie transfer of asset(s) is a distribution to the member and;
The member has instructed the trustees of the trust to direct the distribution into their super account as a personal contribution

1. Signed letter from the trustees/executors of the Trust, stating the following:

The in-specie transfer of assets is a personal contribution being made on behalf of the member at their direction
The member is entitled to the assets and it has been correctly classified as an after-tax contribution

Personal contribution:

Spouse contribution:

No further requirements

Transfers in of directly held managed funds into Super or Pension account as a contribution

Consult the fund manager for any of their requirements before commencing the transfer.

Here are the requirements for transferring managed investments as a contribution from direct holdings with the fund manager to a Macquarie Wrap Super/Pension account:

Superannuation Asset Transfer form completed with the following:
- Account name and number of the Superannuation/Pension account
- For personal contributions, the Personal contribution box should be ticked
- For spousal contributions, the Spouse contribution box should be ticked
- Value of assets
- Form signed by the owner of the Wrap account.
Original Australian Standard Transfer Form for same asset to be transferred and completed with the following:
- Asset name, APIR code and number of units to be transferred
- Seller: name of the account held with the Fund Manager, and signed by the directors/trustees
- Investor ID/Number of the client’s holding in the asset, written under the Seller’s name
- Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete
- Consideration: NCBO.
And if assets are being contributed from a trust, company or spouse account, we'll also require:

Trust Account	Company Account	Spouse Account
1. Original Australian Standard Transfer Form for each asset to be transferred, showing the change in legal ownership and completed with the following: Asset name, APIR code and number of units to be transferred Seller: name of the external account and signed by the owners of the external account Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete Consideration: NCBO 2. Signed letter from the trustees/executors of the Trust, stating the following: The in-specie transfer of asset(s) is a distribution to the member and; The member has instructed the trustees of the trust to direct the distribution into their super account as a personal contribution	1. Original Australian Standard Transfer Form for each asset to be transferred, showing the change in legal ownership and completed with the following: Asset name, APIR code and number of units to be transferred Seller: name of the external account and signed by the owners of the external account Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete Consideration: NCBO 2. Signed letter from the trustees/executors of the Trust, stating the following: The in-specie transfer of assets is a personal contribution being made on behalf of the member at their direction The member is entitled to the assets and it has been correctly classified as an after-tax contribution	Personal contribution: 1. Signed letter from the Spouse with the following statement: 'I confirm that the funds are being contributed on behalf of the receiving member as an after-tax personal contribution.' This letter may be scanned and sent via email. Spouse contribution: No further requirements

Trust Account

Company Account

Spouse Account

1. Original Australian Standard Transfer Form for each asset to be transferred, showing the change in legal ownership and completed with the following:

Asset name, APIR code and number of units to be transferred
Seller: name of the external account and signed by the owners of the external account
Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete
Consideration: NCBO

2. Signed letter from the trustees/executors of the Trust, stating the following:

The in-specie transfer of asset(s) is a distribution to the member and;
The member has instructed the trustees of the trust to direct the distribution into their super account as a personal contribution

1. Original Australian Standard Transfer Form for each asset to be transferred, showing the change in legal ownership and completed with the following:

Asset name, APIR code and number of units to be transferred
Seller: name of the external account and signed by the owners of the external account
Buyer: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete
Consideration: NCBO

2. Signed letter from the trustees/executors of the Trust, stating the following:

The in-specie transfer of assets is a personal contribution being made on behalf of the member at their direction
The member is entitled to the assets and it has been correctly classified as an after-tax contribution

Personal contribution:

Spouse contribution:

No further requirements

More information

The external platform will generate additional ASTFs required to transfer the managed funds, which will be sent to us to sign and used to facilitate the transfer with the Fund Managers.

What to do once you’ve completed the paperwork

Once all transfer paperwork is completed and signed by your client or relevant parties, please upload via Macquarie Request Centre to ensure you can track your request. Otherwise, you may email documentation to wrapsolutions@macquarie.com.

For any original documentation required (as noted in the above) please mail to:

TRN: Case Reference
Macquarie Wrap
Attn: Asset Transfers
GPO Box 4045
SYDNEY NSW 2001

View all

Chat to us on Adviser Online

Chat in real-time with an adviser consultant Monday to Friday, 8am to 7pm Sydney time (excluding public holidays).

Tell me more

Resolve a complaint

Everyone at Macquarie is commited to providing our clients with the highest standard of products and services available. If you have feedback we would like you to tell us about it.

Find out more

Talk to us today

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

Request a call

Transfer into super and pension accounts from an external source as a contribution

Getting started

Transfer in of broker sponsored securities into Macquarie Super or Pension account as a contribution

Transfers in from an external platform or custodian to Super or Pension Account as a contribution

Transfers in of issuer sponsored securities (SRN) to Super or Pension account as a contribution

Transfers in of directly held managed funds into Super or Pension account as a contribution

More information

What to do once you’ve completed the paperwork

Manage asset transfers

Chat to us on Adviser Online

Resolve a complaint

Talk to us today