You can submit an Advice Fee Form to advise us of your client’s wholesale status and request an extension of your adviser fee deductions. An Advice Fee Form will need to be submitted prior to the current fee arrangement expiring to be eligible for an extension.
Once the request is processed, advice fees will be extended to align with the expiry date of your client’s Qualified Accountant’s Certificate.
Chat in real-time with an adviser consultant Monday to Friday, 8am to 7pm Sydney time (excluding public holidays).
Everyone at Macquarie is commited to providing our clients with the highest standard of products and services available. If you have feedback we would like you to tell us about it.