Macquarie Wrap

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 (Sydney time).

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.

Rollovers from a super fund to your Macquarie superannuation fund

All superannuation rollovers 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:

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:

1. Log in to Macquarie Online Banking
2. On the left-hand side of the screen, view the pop out menu
3. Select the icon to access your account list
4. 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), you’ll need:

1. an active Electronic Service Address (ESA). You can get an ESA by registering with an external SMSF messaging provider
2. to check with the ATO that your details are up to date
3. to engage the ESA provider to submit the Superstream message
4. to transfer cash to the bank account provided by the ESA provider (when transferring, ensure to use the correct PRN provided by the ESA provider to prevent delays or rejections).

Rollovers from a public offer super fund to your self-managed super fund (SMSF)

If you hold an SMSF with a Macquarie CMA, see How can my client add funds into their account (including contributions and rollovers)?