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Read about platform and digital solutions to help you.

We’re more focused than ever on ensuring our platform and digital solutions can help you manage your tasks and support your clients’ needs

As the coronavirus situation continues to evolve, supporting your business remains our priority. We’ve been heavily focused this year on our platform capability, especially during this heightened period of digital traffic and online requests.

As we all adapt to new working norms, we understand this creates challenges with even the simpler tasks or requests from your clients.

As part of our commitment to supporting your business, we’ll continue to focus on our platform resilience and being able to respond and complete your requests as quickly as possible.

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Macquarie

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A message from Cameron Garrett, Head of Macquarie Wealth Solutions

If you and your business have been impacted by coronavirus, please visit our financial assistance page or get in touch to discuss your situation and how we can provide ongoing support during this time.

Back to basics – quick guide to help you support client requests online

Many of you and your colleagues, if not all, may now be managing everyday administrative tasks to support your clients from your homes or offsite locations. Have a read of our ‘Back to basics’ article to help with some of the key tasks and functions you can do via our digital platform and online portals.

Requesting a Temporary Early Release of Super

If your clients have been impacted by coronavirus (COVID-19), they may be eligible for a Temporary Early Release of Superannuation, a measure announced by the Federal Government. Your clients can apply online via the myGov website.

Read more about what these changes mean.

Visit this Australian Government page to view the ‘Early access to superannuation’ factsheet.

Changes to the pension minimums

As part of their response to the coronavirus, the Federal Government has announced a 50% reduction in the pension minimum requirements for the 2019/20 and 2020/21 financial years.

In response to this, we’ve reduced the minimum payment requirement online. View and amend these (if needed) via the ‘Pension details’ page in the adviser portal. Your wrap clients can also view their pension details online via the client portal.

Read more about what these changes mean.

View new Adviser Help Centre articles about how to review and make changes online.

Benefits of submitting Cash (CMA) applications online

During this time, you may be facing challenges with paper applications or print, sign and email applications and we’re taking this opportunity to remind you of our online application solution for the Macquarie CMA.

Some benefits include:

  • less chance of errors with our built in field validations
  • complete applications faster by saving your defaults 
  • no paper application required when using the online application tool
  • quicker ID verifications as AML is completed online so there’s no need for FSC forms or certified IDs if successful 
  • fast end-to-end processing (normally within 24 hours).

For more information on how to submit an online application, please search ‘online applications’ on Adviser Help Centre.

Do we have your clients’ email address?

Now, more than ever, it’s important to ensure we can get in touch with you and your clients if needed.

Although our contact centre lines are open, we, like many companies, are experiencing increased calls. Because of this, email is the quickest way to pass on information. Noting, we’ll never ask for you or your clients to confirm log in credentials via email.

We strongly recommend all your clients have an email on file with us.

It’s easy to update or add an email. Just ask your clients to log in to their account via macquarie.com.au and update their contact details online.

Did you notice your new Adviser public website?

We’ve recently redesigned our public website to provide a better online experience for our clients and partners. Get information about our products and services, as well as tools and resources to help you manage your business.

Check out the new ‘Insights’ page to keep up-to-date with all recent product and platform news.

We've added more managed funds for you to choose from

Your choice of funds and SMAs continues to grow so you can offer your client a highly tailored investment portfolio. Choose from 700+ managed investments on platform and 170+ SMAs across 40+ SMA managers.

New fund-like securities
GBND Sustainability Leaders Diversified Bond ETF – Currency HedgedGBND**

**IDPS and Super/Pension

New funds (March 2020)
Dimensional Fund Advisors Aust Ltd DFA7518AU* 
Switzer Asset Management SWI1413AU** 
Affirmative Investment Management FSF7298AU* 
Aberdeen Standard Investments Australia Limited EQI0699AU** 
GQG Partners LLC ETL4207AU** 
GQG Partners LLC ETL7377AU** 
Schroder Investment Management Australia Limited SCH0095AU**
Legg Mason Asset Management Aust Ltd SSB7887AU*

*IDPS only
**IDPS and Super/Pension

New Wholesale Managed Funds (IM)
Platypus Absolute Return Fund (IM)AUS8992AU*
Pure AM Income and Growth Fund (IM)PUA7226AU*
WCM International Small Cap Growth Fund (IM)SWI9720AU*

*IDPS only

New funds (April 2020)
Ophir Global Opportunities FundOPH2093AU*
GAM KCL Trade Finance AU Fund - Institutional ClassETL9424AU*
Magellan High Conviction Fund - Class BMGE9885AU**
Invesco Global Real Estate FundGTU5547AU**

*IDPS only
**IDPS and Super/Pension

New SMAs
InvestSense Diversified Portfolio 2SMAINV02S
InvestSense Diversified Portfolio 6SMAINV16S
Magellan High Conviction Fund - Class BMGE9885AU**
Partners Wealth Group High GrowthSMAPWG05S
Mulcahy Core BalancedSMAINV14S
Mulcahy Core ConservativeSMAINV15S
Mulcahy Core GrowthSMAINV18S
HLB BalancedSMAHLB01S
HLB GrowthSMAHLB02S

Adviser Help Centre

Adviser Help Centre has hundreds of articles to help answer common questions regarding our products, platform and digital functions. Make sure you check it out before calling us to help keep the lines free for more complex queries.

Need help?

Get in touch with us if you’d like more information regarding any of these updates.

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    Additional information

    This information is provided 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. This information does not take into account any person’s objectives, financial situation or needs. Before making any financial investment decision or a decision about whether to acquire or continue to hold any products mentioned on this page, a person should obtain and review the offer documents relating to that product and also seek independent financial, legal and taxation advice.

    Unless stated otherwise, this information has been prepared by Macquarie Bank Limited ABN 46 008 583 542 AFSL and Australian Credit Licence 237502 (MBL).

    Any information on Macquarie Wrap products has been prepared by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237492 RSEL L0001281 (MIML). The Macquarie Separately Managed Account is issued by Macquarie Investment Services Limited ABN 73 071 745 401 AFSL 237495 (MISL). In deciding whether to acquire or continue to hold a product, a person should consider the PDS, IDPS Guide, or other relevant offer document(s) available on the Macquarie website. Our Target Market Determinations are available at macquarie.com.au/TMD.

    Funds invested on your behalf by MIML, or investments in the SMA other than cash on deposit with MBL, are not deposits with or other liabilities of MBL or any other entity of the Macquarie Group and are subject to investment risk, including possible delays in repayment and loss of income and capital invested. None of MBL, MIML, MISL or any other member of the Macquarie Group guarantees any particular rate of return or the performance of the investments, nor do they guarantee the repayment of capital.

    Any information on this page in relation to mortgages has been prepared by Macquarie Securitisation Limited ABN 16 003 297 336 AFSL and Australian Credit Licence 237863 (MSL).