| Document | Link |
|---|---|
| Wrap up your investments | Download PDF |
| Wrap up your super and pension | Download PDF |
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Macquarie Wrap
Talk to your adviser about the platform that houses all your investments in one place.
A smarter platform for you and your adviser
With Macquarie’s Wrap platform, you and your adviser will enjoy the flexibility, transparency and support that comes with housing all your investments in one place.
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All secure. All digital. All working in harmony.
Features
Investment advantage
With Macquarie Wrap you and your adviser have access to hundreds of investment options across a range of investment types including some that wouldn't usually be available to direct investors. This allows your adviser to create a portfolio tailored to your specific wealth needs and goals.
Portfolio transparency
Access your investments 24/7 online and through our mobile app, giving you full transparency of your accounts.
Streamlined tax reporting
Access to all of your tax information is made available in the one place for you and your financial specialists including your accountant or SMSF administrator if you grant them authority. This helps reduce the tax return preparation you and your financial specialists need to undertake each year.
Act on opportunity
With a wrap platform your adviser has access to buy and sell assets online at any time. This means they're able to take advantage of changes in the market quickly.
Award-winning superannuation platform
Our wrap platform has been rated number one by our clients in the Roy Morgan Customer Satisfaction awards four years in a row. We're committed to continuing to provide great service for you and your adviser, supporting you to manage and grow your super for the future.
Product information
Brochures
Offer documents
Macquarie Wrap Consolidator II
| Document | Link |
|---|---|
| Macquarie Investment Consolidator II IDPS Guide | Download PDF |
| Macquarie Super and Pension Consolidator II PDS | Download PDF |
Macquarie Wrap Manager II
| Document | Link |
|---|---|
| Macquarie Investment Manager II IDPS Guide | Download PDF |
| Macquarie Super and Pension Manager II PDS | Download PDF |
More
| Document | Link |
|---|---|
| Macquarie Wrap Cash Account - Product Information Statement | Download PDF |
| Macquarie Super and Pension - Technical Information Booklet | Download PDF |
| Super Investment Menu | Download Excel |
| IDPS Investment Menu | Download Excel |
Superannuation disclosure
Find your Macquarie Superannuation Plan trust deed, board remuneration, annual reports and other important information.
Interest rates for Wrap cash hubs
| Account | Interest rate |
|---|---|
Investment Wrap Cash Account
|
0.00% p.a.**
|
Investment Manager Cash Management Account
|
0.12% p.a.#** |
Investment Consolidator Cash Account*
|
0.00% p.a.#**
|
Investment Accumulator Cash Account
|
0.00% p.a.
|
Super and Pension Wrap Cash Hub
|
0.00% p.a.
|
Super and Pension Manager Cash Account
|
0.10% p.a.
|
Super Accumulator Cash Account
|
0.10% p.a.
|
| Separately Managed Account (SMA) Cash Holding | 0.00% pa |
** Rate is available to accounts with a primary financial services professional that is licensed to give financial product advice.
Prior to 1 December 2020, we may have paid commissions where your Cash Account was set up by a Financial Services Professional prior to 1 July 2014. By law, we are required to cease the payment of such commission from 1 January 2021 onwards. Macquarie has voluntarily chosen to end these arrangements early and from 1 December 2020, we will rebate the benefit of these commissions to Cash Accounts through the interest rate applicable on the Cash Account.
* Please note, effective 1 September 2019, wrap administration fees ceased to be charged on Wrap cash hubs
^ Interest rate effective from 4 January 2021 and is subject to change
# Interest rate effective from 26 February 2021 and is subject to change
Insurance
If you have a Macquarie superannuation wrap account and wish to get insurance cover for life’s unexpected events, we’ve worked with a panel of insurers to provide comprehensive information to your adviser who can provide insurance product information and considerations on what level of cover is right for you.
Your adviser can help you with completing the application, any underwriting requirements and explain how the policy terms operate.
Insurance in superannuation voluntary code of practice
As part of our commitment to providing members of our superannuation funds with the best experience possible, we've adopted the Insurance in Superannuation Voluntary Code of Practice (Code of Practice). Some of the changes members will see include:
- a more active role in the assessment of claims and providing support to members from the start to the end of the claims process
- providing more information on the insurance we offer and any restrictions that your policy contains
- ensuring members remain aware of the impact the premiums can have on their retirement income
Helpful links
Frequently asked questions
Please contact your registered financial adviser for more information about opening a Macquarie Wrap account.
If you’d like to connect with a Macquarie financial adviser, call us on 1800 789 789 (+61 2 8245 4092), Monday to Friday 8.30am to 5.30pm (AEST/ADST).
For information on Macquarie Wrap, click here.
If you’d like to connect with a Macquarie financial adviser, call us on 1800 789 789 (+61 2 8245 4092), Monday to Friday 8.30am to 5.30pm (AEST/ADST).
For information on Macquarie Wrap, click here.
Joint account holders can individually or jointly transact on and make changes to the account. Joint accounts (including SMSF) can be set up during the application process.
Once an account has been opened in a person’s name, it can’t be converted into a joint account, but account holders can provide a third party with authority to view or transact on their account after the account is opened.
Once an account has been opened in a person’s name, it can’t be converted into a joint account, but account holders can provide a third party with authority to view or transact on their account after the account is opened.
Rollovers from a super fund to your Macquarie superannuation fund
All superannuation rollovers between public offer super funds are processed via SuperStream.
To request funds to be rolled over to your super account, we recommend you check the requirements with your super fund first. Some super funds only accept requests on their own forms or might have additional forms or identification requirements for you to complete.
You’ll also need to complete a Macquarie Wrap Super Rollover Authority form. Your adviser can provide you with this form and help you complete it.
Additional information may be needed to complete your rollover request
Your existing super fund will usually require the below information to facilitate a rollover to your super account with Macquarie:
Our fund address is:
Macquarie Super
GPO Box 4045
Sydney NSW 2001
The USI and ABN for our Macquarie administered funds are provided below:
If you hold a Macquarie Vision account, please use the below ABN and USI:
If you don’t know what your member number is or the name of your product, you can find it on Macquarie Online Banking by following the below steps:
Rollovers from a self-managed super fund to your Macquarie superannuation fund
To rollover funds from a self-managed super fund (SMSF), we’ll need to receive a rollover benefit statement with the accompanying cheque. Cheques need to be made payable to:
If you have a Vision account, please make the cheque payable to: Macquarie Super (plus the full account name). We don’t accept third party cheques.
Cheque deposits need to be attached to a completed Additional Investment form . If you need help completing this form, please contact your financial adviser.
Post cheque(s) and accompanying documentation to:
Macquarie Wrap
GPO Box 4045
Sydney NSW 2001
Rollovers from a public offer super fund to your self-managed super fund
If you have a self-managed super fund with a Macquarie CMA, contact your super fund to arrange a rollover into your fund.
All superannuation rollovers between public offer super funds are processed via SuperStream.
To request funds to be rolled over to your super account, we recommend you check the requirements with your super fund first. Some super funds only accept requests on their own forms or might have additional forms or identification requirements for you to complete.
You’ll also need to complete a Macquarie Wrap Super Rollover Authority form. Your adviser can provide you with this form and help you complete it.
Additional information may be needed to complete your rollover request
Your existing super fund will usually require the below information to facilitate a rollover to your super account with Macquarie:
- Fund name
- Fund address
- Fund ABN
- Unique Superannuation Identifier (USI)
- Account/Membership/Policy number
Our fund address is:
Macquarie Super
GPO Box 4045
Sydney NSW 2001
The USI and ABN for our Macquarie administered funds are provided below:
|
Product Name |
ABN |
SFN |
USI |
SPIN |
|
Macquarie Super Manager |
65 508 799 106 |
266 912 496 |
65 508 799 106 031 |
MAQ0157AU |
|
Macquarie Pension Manager |
65 508 799 106 032 |
MAQ0158AU | ||
|
Macquarie Term Allocated Pension Manager |
65 508 799 106 088 |
MAQ0355AU | ||
|
Macquarie Super Consolidator |
65 508 799 106 172 |
MAQ0779AU | ||
|
Macquarie Pension Consolidator |
65 508 799 106 173 |
MAQ0780AU | ||
|
Macquarie Super Manager II |
65 508 799 106 185 |
| ||
|
Macquarie Pension Manager II |
65 508 799 106 186 |
| ||
|
Macquarie Super Consolidator II |
65 508 799 106 172 |
| ||
|
Macquarie Pension Consolidator II |
65 508 799 106 173 |
| ||
|
Macquarie Super Accumulator |
65 508 799 106 041 |
MAQ0311AU |
If you hold a Macquarie Vision account, please use the below ABN and USI:
|
Product Name |
ABN |
SFN |
USI |
SPIN |
|
Macquarie Super |
65 508 799 106 |
266 912 946 |
65 508 799 106 172 |
MAQ0779AU |
If you don’t know what your member number is or the name of your product, you can find it on Macquarie Online Banking by following the below steps:
- Log in to Macquarie Online Banking
- On the left-hand side of the screen, view the pop out menu
- Select the
icon to access your account list
- Find the member number and product name for your account.
Rollovers from a self-managed super fund to your Macquarie superannuation fund
To rollover funds from a self-managed super fund (SMSF), we’ll need to receive a rollover benefit statement with the accompanying cheque. Cheques need to be made payable to:
- MIML - Super Consolidator (plus the full account name)
- MIML - Super Consolidator II (plus the full account name)
- MIML - Super Manager (plus the full account name)
- MIML - Super Manager II (plus the full account name)
- MIML - Super Accumulator (plus the full account name)
If you have a Vision account, please make the cheque payable to: Macquarie Super (plus the full account name). We don’t accept third party cheques.
Cheque deposits need to be attached to a completed Additional Investment form . If you need help completing this form, please contact your financial adviser.
Post cheque(s) and accompanying documentation to:
Macquarie Wrap
GPO Box 4045
Sydney NSW 2001
Rollovers from a public offer super fund to your self-managed super fund
If you have a self-managed super fund with a Macquarie CMA, contact your super fund to arrange a rollover into your fund.
Ready to start?
If you'd like to open a wrap account, please speak to your financial adviser.
Other investing options
Visit our investment page to find out about other options.
Help Centre
If you have any other questions about wrap or other products, visit our Help Centre.
Additional information
The information on this page does not take into account your objectives, financial situation or needs. Before making any financial investment decision or a decision about whether to acquire a product mentioned on this page, a person should obtain and review the terms and conditions relating to that product and also seek independent financial, legal and taxation advice.
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.