Drive SMSF efficiencies in your practice

Save time and free-up resources with automated data feeds

Saves time

Saves money

One of the simplest ways to drive efficiency in your accounting practice is to switch on data integration. We work with many software providers to provide SMSF data feeds directly into your accounting software, freeing up your time and resources.

Learn more

Easy to use

Easy to use

Whether you're an adviser or an accountant, data integration is easy to set up and use. External Systems Interface (esi) is our information transfer tool which feeds your clients' accounts data directly to your accounting software, eliminating the need to do this manually.

How it works

Drives efficiency

Watch video

Watch this video to see how accountants and advisers are using data integration to save time and money in their businesses and provide a better and more responsive service to their clients.

Watch the video

Benefits of data integration

Saves money

View accurate balance and transactional data from within your accounting software.

Saves money

Each night data is securely sent from Macquarie's systems and automatically uploaded into your accounting software.

Saves money

Because digital client data is automatically uploaded into your accounting software, the risk of human error is eliminated.

Saves money

Free-up expensive human resources to focus on higher value activities like business development and client servicing.

How it works

How it works, infographic

Switch it on

Step 1
Step 2
Step 3

Follow the instructions

Prerequisites

  • To access data feeds, you will need a login for Macquarie Access – Macquarie's secure website for financial services professionals. To request a login, complete a Representative Registration form.
  • If you are not setup as a client's primary adviser, we will also require a completed Third Party Authority form.
  1. Log on to Macquarie Access and select the 'Your clients' site from the right-hand menu.
  2. Select 'Data feeds' from the left-hand menu, then 'esi'.
  3. Select 'Request new esi authentication details'.
  4. Enter your password to request the authentication code.
  5. Copy and paste the authentication code into your accounting software to activate esi feeds (refer to your software provider's instructions on where this code is to be entered).

 

Call us on 1800 808 508 if you have any questions.

 

This software package is not supported, please call us on 1800 808 508.

Prerequisites

  • To access data feeds, you will need a login for Macquarie Access – Macquarie's secure website for financial services professionals. To request a login, complete a Representative Registration form.
  • If you are not setup as the client's primary adviser, we will also require a completed Third Party Authority form.
  1. Log on to the secure Macquarie Wrap website.
  2. From the homepage, select 'Reporting' > 'Client & Adviser'.
  3. Select 'setup esi authentication details'.
  4. Select 'esi authentication details'.
  5. Enter your password to request the authentication code.
  6. Copy and paste the authentication code into your accounting software to activate esi feeds (refer to your software provider's instructions on where this code is to be entered).

 

Call us on 1800 025 063 if you have any questions.

 

This software package is not supported, please call us on 1800 025 063.

  1. Download the Third Party Data Authority form from the Macquarie Equity Lever website and follow the instructions on form.

 

Call us on 1800 080 033 if you have any questions.

 

This software package is not supported, please call us on 1800 080 033.

  1. Download or request the data feed authority form from your software provider.
  2. Complete the form and return it to your software provider.
  3. The software provider will contact us and request the client data feed be switched on.

 

Call us on 1800 052 293 if you have any questions.

 

This software package is not supported, please call us on 1800 052 293.

Efficiency calculator

Saves money

Calculate the real time and financial cost of administrative tasks within your practice

Do you know how much time and money you are spending on manual administrative tasks in your practice? The efficiency calculator is a quick and easy tool to help you find out. The results may surprise you.

Use the efficiency calculator

More efficiencies for your accounting practice

SuperStream compliant electronic service address

We will be offering all of our Macquarie CMA and Macquarie Consolidator Cash Account clients an electronic messaging service. This will be launched as a free service of the product.

Learn more

Online applications with electronic verification

New online applications with electronic verification means it has never been quicker for your clients to apply for a Macquarie CMA or Term Deposit. In most cases, we don't require signatures to open accounts.

Learn more

Pension payments

Submit online elections for payment levels, frequency and investment drawdown order with Macquarie Wrap.
The Macquarie CMA offers a recurring payment facility allowing pension payments to be scheduled on a particular day or date. Low cash balance alerts also remind you when accounts need to be topped up.

Learn more

Corporate action management

Macquarie Wrap streamlines the management of corporate actions through online bulk elections, reminder emails and alerts.

Learn more

Investment tax reports

Completing SMSF income tax returns is fast and easy with Macquarie Wrap's Tax Reports. A Summary Report and a Detailed Report work together to explain an investor's taxable position for an income year.

Learn more

SMSF audit preparation

Macquarie CMA and Macquarie Wrap offer all transactions on one consolidated report, simplifying super fund accounting, tax returns, end of year auditing and long-term record keeping. Audit letters and investor statements are also available online.

Learn more

Contact us

To find out how we can help your practice become more efficient, call us on 1800 206 479 today.
Alternatively, complete the form below and we'll call you to discuss your needs.

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