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Our platform evolution is here. We’ve launched some simpler, more powerful ways to help you manage your clients’ money.

Over 20 years

3,400+ investment choices

7,000+ advisers

210,000+ clients

It's all part of our multi-year platform evolution

It’s our commitment to delivering simpler, more powerful ways to help you manage your clients’ money. That way you can focus on what’s valuable – building deeper connections with your clients.

An evolving digital experience

Learn more about our most recent digital enhancements.

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Platform solutions to meet more needs of more clients

Learn more about Macquarie Consolidator II - Engage, a new solution for clients at the beginning of their investment journey.

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A continued commitment to a platform that works

Watch our video to hear about our investment in a multi-year platform evolution.

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General information

Macquarie Consolidator II offers two investment menus – Macquarie Consolidator II - Engage, and Macquarie Consolidator II - Elevate - to help meet the evolving needs of your clients throughout their investment journey.

Offer documents for Macquarie Consolidator II are available on the Macquarie Wrap website.

Macquarie Consolidator II - Engage and Macquarie Consolidator II - Elevate are part of the same offer, and appear within the same Product Disclosure Statement (PDS) or IDPS Guide. This means that you can seamlessly switch clients from Macquarie Consolidator II - Engage to Macquarie Consolidator II - Elevate without capital gains tax implications, if they continue to hold the same investments.

For more information about Macquarie Consolidator II, request a call.

Macquarie Consolidator II - Engage

Macquarie Consolidator II - Engage may be suited for clients at the beginning of their investment journey. It offers clients with less complex portfolios access to a right-sized menu of cash, term deposits, insurance and SMAs. It features:

  • A flat annual accounting keeping fee
  • The choice of 6 index and active SMAs, as well as term deposit and insurance* options
  • Minimum investment of $10,000 and a minimum cash holding of $500.

The series includes Macquarie Investment Consolidator II - Engage, Macquarie Super Consolidator II - Engage and Macquarie Pension Consolidator II - Engage.

* Insurance is only available for clients in Macquarie Super Consolidator II – Engage and Macquarie Pension Consolidator II – Engage.

Macquarie Consolidator II - Elevate

As your clients’ needs evolve, Macquarie Consolidator II - Elevate can offer them a more comprehensive menu of cash, insurance and a full suite of investment options. It features:

  • Tiered, portfolio-based pricing
  • Fee aggregation
  • The ability to create family groups of up to eight accounts
  • Access to over 160 SMA models from over 45 investment managers
  • Access to over 600 managed funds
  • Access to Australian listed securities, global listed securities^, domestic fixed income^, term deposits and insurance* options
  • Minimum investment of $10,000 and a minimum cash holding of $1,000.

The series includes Macquarie Investment Consolidator II - Elevate, Macquarie Super Consolidator II - Elevate and Macquarie Pension Consolidator II - Elevate.

^ Global listed securities and domestic fixed income are only available for clients in Macquarie Investment Consolidator II - Elevate
* Insurance is only available for clients in Macquarie Super Consolidator II – Engage and Macquarie Pension Consolidator II – Elevate.

Product documents

 
Document Link
Macquarie Investment Consolidator II IDPS Guide Download PDF
Macquarie Super and Pension Consolidator II PDS Download PDF
Macquarie Wrap Cash Account – Product Information Statement Download PDF
Your guide to Macquarie’s Wrap evolution Download PDF
Frequently asked questions for advisers Download PDF

General information

Offer documents for Macquarie Consolidator II and Macquarie Manager II are available on the Macquarie website.

For more information about pricing across Macquarie Consolidator II and Macquarie Manager II, request a call.

Macquarie Consolidator II pricing

Macquarie Consolidator II offers two investment menus with two different pricing structures.

Macquarie Consolidator II - Engage

Macquarie Consolidator II - Engage may suit clients at the beginning of their investment journey. It features:

  • A flat annual accounting keeping fee
  • No minimum fee
  • No switching fees
  • No SMA access fees~
  • No asset-based administration fees.

~The SMA access fee have been replaced by an SMA transaction fee on listed securities within the SMA.

 

Macquarie Consolidator II - Elevate

Macquarie Consolidator II - Elevate may suit clients facing increasing complexity and diversification needs. It features:

  • Tiered, portfolio-based pricing with an account keeping fee
  • Fee aggregation
  • No minimum fee
  • No transaction fees when purchasing managed investments, Australian listed securities and term deposits
  • No switching fees
  • No SMA access fees~.

~The SMA access fee have been replaced by an SMA transaction fee on listed securities within the SMA.

Macquarie Manager II pricing

Macquarie Manager II may suit clients with concentrated portfolios. It features:

  • Tiered, holdings-based pricing with a low minimum fee
  • No account keeping fee
  • No transaction fees when purchasing managed investments, Australian listed securities and term deposits
  • No switching fees
  • No SMA access fees~

~The SMA access fee have been replaced by an SMA transaction fee on listed securities within the SMA.

Product documents

 
Document Link
Macquarie Investment Consolidator II IDPS Guide Download PDF
Macquarie Super and Pension Consolidator II PDS Download PDF
Macquarie Investment Manager II IDPS Guide Download PDF
Macquarie Super and Pension Manager II PDS Download PDF
Macquarie Wrap Cash Account – Product Information Statement Download PDF
Frequently asked questions for advisers Download PDF

Download our FAQs

We’ve pulled together a collection of frequently asked questions and answers to help you learn more about our platform evolution. 

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Additional information

This information is current as at 30 June 2020, is indicative only, and may change from time to time.

This information is provided by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237 492 RSEL L0001281 (MIML) for the use of licensed and accredited brokers and financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products. 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.

The information on this webpage is for financial advisers only – not for distribution to retail investors.

This is general information only and does not take account of investment objectives, financial situation or needs of any person. It should not be relied upon in determining whether to invest in a managed account. The relevant Product Disclosure Statement for each product is available on the Macquarie Wrap website and each investor should consider the Product Disclosure Statement in deciding whether to acquire, or continue to hold the relevant Macquarie Wrap Consolidator II and Macquarie Wrap Manager II products.