Viewing client correspondence

Some correspondence sent to your clients is now available in Adviser Online for Super and Pension accounts.

As an assigned third party authority, Financial Services Professionals (FSPs) and Financial Services Companies (FSCs) will have access to the below client correspondence:

• Additional pension payment
• Cash for asset swap authority letter
• Confirmation of notice of intention (NOI)
• Contributions splitting notice
• Exit statement
• Exit statement - commutation authority
• Exit statement - release
• Initial application
• Insurance benefit cancellation
• On demand statement - Centrelink Schedule
• On demand statement - Pension
• On demand statement - Super
• Partial cash withdrawal
• Partial rollover
• Partial withdrawal
• Partial withdrawal - commutation authority
• Partial withdrawal - release authority
• Pension additional contribution
• Pension amendment
• Pension initial contribution
• Pension update confirmation
• Product switch to pension
• Product switch to super
• Product switch to super - commutation authority
• Tax deduction notice acknowledgement letter
• Welcome letter for reversionary beneficary.

Periodic statements

• Annual statement
• Half yearly statement
• PAYG annual statement.

To view and download correspondence in Adviser Online: 

1. Log in to Adviser Online
2. From the global search bar, select Accounts from the drop-down
3. Search for the super or pension account name or number
4. Click on the account name from the drop-down list
5. Click Statements and correspondence
6. Click the Client correspondence tab
7. Select the Download icon to download the correspondence in PDF format.

Important information:

• Only correspondence sent after 16 October 2020 will be available in Adviser Online.
• Your clients will continue to receive their correspondence via the post.
• The Macquarie Contact Centre will no longer email advisers or their support staff copies of the correspondence. You can access these through Adviser Online.