Helping accountants achieve outstanding performance
In the competitive accounting market, performing is your top priority. Listening to you is ours. By appreciating your goals and applying our deep industry knowledge, we’re able to create specialist solutions for your accounting business and for your clients. Helping you achieve the performance you want.
We are experienced at listening to the needs of our clients and developing solutions specifically for accounting firms. We can provide tailored solutions for your growth, acquisition and succession plans, as well as offering solutions for your clients whether they are individuals, a Self Managed Super Fund or a small to medium business.
Working with Macquarie you can enjoy additional benefits such as regular business focus sessions, market-leading research, networking and professional development opportunities as well as access to Macquarie's networks and expertise.
We have solutions that can help you grow your accounting practice and streamline your existing processes.
Our innovative approach to cashflow lending, means we can structure a tailored finance solution to help you transition to the next stage of your business lifecycle. We work with sole accounting practitioners through to large corporate accounting firms, assisting them with:
Through our online banking system it is easy to manage all of your business accounts securely from any location. We offer:
Our range of deposit accounts offer varying access levels depending on the requirements of your accounting business. You can access your accounts through our online Active Banking system which streamlines your processes and gives you more time with your clients and less time reconciling bank statements. We offer:
Having access to the latest technology and equipment without tying up your cashflow is essential to running an efficient accounting business. Macquarie Equipment Rentals can help ensure you have all you need for your day-to-day operations without having to worry about the risk of obsolescence and the impact of a major purchase on your cashflow. Macquarie Equipment Rentals is ideal when you need to upgrade your:
We can help your accounting business purchase the essential equipment it needs to grow and prosper. We specialise in finance for professional and small-medium business purchasing:
We offer a range of financial services that may assist your clients with their financial position and management, whether they are individuals, a SMSF or an SME. Through Macquarie you can offer your clients:
The Macquarie Cash Management Account (Macquarie CMA) is a fully featured cash hub with all the tools you need to effectively track your client’s cashflow and increase your business efficiency. The Macquarie CMA is the cash hub of choice for one in every four SMSFs.
The Macquarie CMA offers:
Macquarie has been helping Australians buy homes and investment properties for more than 20 years. Our broad experience in financial services means we understand the needs and concerns of your clients when they are buying a property, whether it is for their own home or an investment property. Our loan options include:
Our SMSF Property Loan gives your SMSF clients the flexibility to borrow in order to purchase or refinance residential investment property, giving direct access to real property assets.
With the Macquarie SMSF Property Loan your clients can:
We constantly strive to provide our clients with a level of service and value unparalleled in the marketplace. As part of that commitment we have a range of products and offers that are unique when financing the essential motor vehicles, plant and equipment needed to grow a business.
Macquarie Leasing can provide your clients with:
You can either become accredited to write this business yourself or outsource the asset finance needs for your clients to our specialist referral team.
Through our specialist business lending your SME clients can access tailored financial solutions to help them transition to the next stage of their business lifecycle. We offer lending solutions to help with:
Through our online banking system it is easy for your SME clients to manage all of their business accounts securely from any location. We offer:
We offer a range of insurance solutions covering both the personal and business needs of your clients. Our insurance solutions include:
We can recommend insurance from an extensive range of over nine leading insurers.
If your clients are self-directed investors looking for specific investment solutions we have a team of product experts who can help them find what they're looking for.
If your clients would like a comprehensive financial plan or investment strategy we can put them in touch with one of our Macquarie advisers or an independent adviser from our extensive network.
We have a broad network of professionals who can assist you in meeting your clients' needs. Through Macquarie your clients can access an extensive network of independent advisers; over 300 Macquarie advisers, or a team of product experts who work with self-directed investors.
Our referral services include:
The federal government’s Future of Financial Advice (FoFA) reforms announced in April 2010 included a proposal to remove the accountants’ exemption, resulting in accountants no longer being able to advise on SMSFs post 30 June 2016 unless they have an Australian Financial Services License (AFSL).
On 23 June 2012, the government announced a new conditional AFSL that will allow accountants to continue to advise on SMSFs and superannuation generally. In addition, license holders will be able to give ‘class of product advice’ on basic deposit products, general and life insurance, securities, and simple management investment schemes.
Licensing options post-FoFA*
Become an Authorised Representative under an
|Obtain your own AFSL|
|Cease SMSF origination completely OR establish a referral relationship with an AFSL holder to provide the services||Conditional license||Comprehensive license||Conditional license||Comprehensive license|
|Similar to existing accountants exemption but includes ‘class of product’ advice, with the support of a larger financial services provider||Transition your business into combined accounting and financial advice business with the support of a larger financial services provider||Similar to existing accountants exemption but includes ‘class of product’ advice, while maintaining independence||Transition your business into combined accounting and financial advice, while maintaining independence|
*These options are subject to change until the relevant legislation has been passed. We strongly recommend you obtain your own legal advice to determine the right option for you.
If you hold your own license and are looking for additional support to help evolve and grow your business Macquarie has a number of solutions available to you.
Through Macquarie you can access a range of quality tools and insights from our in-house experts. We will be updating this section regularly to ensure it remains timely and relevant to you.