In 2025, we're focused on helping you succeed in a changing world by making things more efficient, secure, and digital. We want to simplify processes and provide better support to help your businesses grow.
For all new and upcoming feature releases, Digital Download will give you important updates on our platform and products, so you can take advantage and get the most out of the tools you use every day.
As our platform development journey continues, we’re excited to share the first of many updates below.
Michelle Weber
Head of Wrap Platform
A complete digital platform
We’re connecting you with technology that brings efficiency for you, your business and your clients.
- Improved visibility and consistency of information with cash term deposit maturity elections in Adviser Online.
- Helping you connect with a specialist for your live chat enquiry as we launch a new chat enquiry topic menu in the coming weeks.
- Updated digital forms that capture advice fee consents to meet the new DBFO regulatory requirements effective Friday 10 January 2025. These changes apply across the Advice Fee forms, Wrap applications and Switch forms.
- Improved reporting for SMAs across the platform to include the residual cash balance across multiple reports including asset allocation (asset class and GICs view), investment transactions, portfolio valuation, performance summary, security detail and balance history. This change has been applied to both real time and historic views of the above reports.
- Simplifying our cash management solutions with:
- Digital closures for your clients’ Macquarie Cash Accelerator Accounts with the remaining balance transferred to your clients’ linked Macquarie Cash Management Accounts within one business day. From March 2025, we'll no longer accept closure requests using the withdrawal form.
- Online Power of Attorney (POA) applications for cash management accounts. We’ll no longer accept paper forms for POA applications as this new online process allows for a more efficient and streamlined account opening experience.
- Removing the recurring payments authority form to create new payments or amend existing payments. You can still use the form to cancel payments that were set up using the form. Existing payments set up using Adviser Online are unaffected, and you can set up new recurring payments for up to $500k in Adviser Online.
- Ceasing emails and letters of duplicate statements from March as you and your clients can access these statements online.
- Secure and transparent Direct Debit requests via Request Centre by removing email requests. From 3 March 2025, you’ll need to submit all paper Direct Debit forms via Request Centre.
Greater protection for you and your clients
You and your team have access to a stable and secure platform underpinned by the security and risk commitment of a global investment group.
- Improved fraud monitoring capabilities on term deposit maturity rollover instructions.
Access to a wide range of investment options
Our investment choices allow you to design a portfolio to meet each client’s investment objectives and adapt as their needs evolve.
- We've added 3 managed funds, 6 separately managed accounts and 2 fund-like securities to our Macquarie Wrap IDPS and super investment menus. View our investment menu update to see what we’ve added.
Discover what's next with Macquarie
We’re becoming a fully digital platform that gives you security, investment choice and control.
- We’re making it easier for you to search for product and request forms in Adviser Tools as we’re:
- categorising forms by product type and customer journey being completed (i.e. making a withdrawal)
- making adviser tools a single page view
- consolidating and simplifying forms, removing any redundant resources.
- Greater customisation for you and your clients with Report Builder coming soon providing you with the ability to customise the order of the content in your report packs, so your clients can view the information that matters to them most first.