A simpler way to do business with us

We're on a journey to digitise the way you interact with us - replacing paper-based forms with streamlined digital experiences built directly into Adviser Online.

We’re doing this because we know that efficiency, security and a seamless experience are critical to how you serve your clients. By introducing digital forms, we’re aiming to significantly reduce processing times, minimise errors, and provide a more secure and intuitive experience for both you and your clients. This important program of work is another step forward in our digital transformation journey, designed to give you more time back to focus on what really matters most - your clients.

Make sure you visit this page regularly to stay up to date on our latest enhancements. Thanks for your continued partnership as we continue to build a better, faster and digital-first wrap experience.

Kind regards,

Michelle Weber

Head of Wrap Platform
Macquarie Bank

You can now request to break a wrap term deposit using our new form in Adviser Online. This is a quicker and easier way to break a wrap term deposit before maturity.

How to access

Go to the ’Portfolio’ page in Adviser Online and select 'Trading'.
 

Key features

• No client signature required: submit a wrap term deposit break on behalf of your clients.
• View active term deposits: select from a list of active term deposits on your clients' accounts.
• Track end-to-end progress: You can monitor the status from submission through to completion within Request Centre. Please note term deposit breaks can take up to 31 days to process depending on the product provider.

You can now request the removal of a servicing adviser from a wrap account by using our new form in Adviser Online.

How to access

Go to the ‘Forms' tile on the ‘Account details’ page of Adviser Online.
 

Key features

• No client signature required: submit the removal request directly in Adviser Online.
• Faster and simpler process: manage adviser removals digitally, with no need for paper forms.

You can now submit SMA asset transfers using our new SMA asset transfer form in Adviser Online. This form can be used for transfers into, between or out of an SMA. 

How to access

Go to the ‘Forms' tile on the ‘Account details’ page of Adviser Online.
 

Key features

• No client signature required: submit SMA asset transfers directly on behalf of your clients.
• Real-time holdings at your fingertips: select from current account holdings, making it easier for you to provide instructions on units to be transferred.
• Searchable investment menu: search for available SMAs directly from the investment menu.

You can now submit a Notice of Intent to claim a tax deduction using our new deduction notice form in Adviser Online.

How to access

Go to the ‘Forms' tile on the ‘Account details’ page of Adviser Online.
 

Key features

• No client signature required: submit deduction notices directly on behalf of your clients.
• Fewer delays and follow ups: if the requested deduction exceeds the maximum available amount, we’ll automatically process the maximum allowable amount without needing to contact you or your clients for confirmation.​
• Track end-to-end progress: you can monitor the request from submission to completion within Request Centre.