Wrap Super and Pension forms | Macquarie

Wrap Super & Pension forms

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Cash Management Account forms

Wrap Investment (IDPS) forms

Wrap Super & Pension forms

Licensee & Adviser forms

Wrap Super & Pension

Opening and adding to your client's account

Open a Super account (go to Adviser Online)

Open a Pension account (go to Adviser Online)

Complete a pension update

Rollovers

Rollover into super from an external account

Rollover into super from an internal account

Contributions

Set up or amend a direct debit into a super account

Notice of intent to claim a tax deduction

Employer superannuation contribution

Re-contribute to your client's super account

Spouse contribution splitting

Making an asset transfer

Refer to Help Centre for the required forms

Transfer into super and pension accounts from an external source as a
rollover

Transfer into super and pension accounts from an external source as a contribution

Internal transfers between Macquarie Wrap accounts

Internal transfer of Separately Managed Accounts (SMA) assets

Transfer suspended, delisted or terminating assets

Managing your clients' investments

Nominate an external broker

Notify an external broker of settlement instructions

Updating your clients' details

Update account fees (Macquarie Wrap & Vision)

Update account fees (PPS)

Change of Wrap account details

Identification forms

Change of service from Macquarie Vision to Macquarie Wrap

Set up a child pension schedule

Third party authority

Appoint an individual with third party authority (Macquarie Wrap)

Appoint an individual with third party authority (PPS)

Appoint an individual with third party authority (Macquarie Vision)

Appoint a company or FSP with third party authority

Register a business with third party online access

Updating beneficiary details

Nominate a non-lapsing beneficiary

Nominate a reversionary beneficiary

Remove a reversionary beneficiary

Grouping accounts

Group accounts for reporting (Macquarie Wrap)

Group accounts for reporting and fees (PPS)

Group accounts for reporting (Macquarie Vision)

Group Macquarie Vision accounts for fees

Making a withdrawal or payment

Super withdrawal up to $500,000, or a rollover for any amount (go to Adviser Online)

Pension withdrawal up to $500,000, or a rollover for any amount (go to Adviser Online)

Super or pension withdrawal over $500,000

Close a super or pension account

Kiwisaver transfer

Early release of super

Financial hardship

Permanent incapacity

Switch between a super or pension

Switch your client to a new super or pension

Switch your clients' pension to an exisiting super

Product information and disclosure

Important documents and information about our wrap investment, super and pension products.