Some correspondence sent to your clients is now available in Adviser Online for super and pension accounts.
What correspondence is available
Client correspondence
- Additional pension payment
- Cash for asset swap authority letter
- Contributions splitting notice
- Exit statement
- Exit statement - commutation authority
- Exit statement - release
- Initial application
- Insurance benefit cancellation
- On demand statement - Centrelink Schedule
- On demand statement - Pension
- On demand statement - Super
- Partial cash withdrawal
- Partial rollover
- Partial withdrawal
- Partial withdrawal - commutation authority
- Partial withdrawal - release authority
- Pension additional contribution
- Pension amendment
- Pension initial contribution
- Pension update confirmation
- Product switch to pension
- Product switch to super
- Product switch to super - commutation authority
- Tax deduction notice acknowledgement letter
- Welcome letter for reversionary beneficiary.
Periodic statements
- Annual statement
- Half yearly statement
- PAYG annual statement.
View and download correspondence
To view and download correspondence in Adviser Online:
- Log in to Adviser Online
- From the global search bar, select Accounts from the drop-down
- Search for the super or pension account name or number
- Click on the account name from the drop-down list
- Click Statements and correspondence
- Click the Client correspondence tab
- Select the Download icon to download the correspondence in PDF format.
Important information:
- Only correspondence sent after 16 October 2020 will be available in Adviser Online.
- Your clients will continue to receive their correspondence via the post. The digital versions will only be available in Adviser Online.
- The Macquarie Contact Centre will no longer email Advisers or their support staff copies of the correspondence. You can access these through Adviser Online.
Authority to access client accounts
-
Authority to perform actions on my client’s Accelerator account -
Enquiry authority and how it works -
Third party authority to access client accounts
Chat to us on Adviser Online
Chat in real-time with an adviser consultant Monday to Friday, 8am to 7pm Sydney time (excluding public holidays).
Resolve a complaint
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.