If you have full transact access to your client’s Wrap superannuation account, you can create, amend, and cancel a DCF via Adviser Online.
- Log in to Adviser Online
- From the global search bar, select Accounts from the drop-down menu
- Search for your client’s Wrap account number or name
- Click the Account Details tab
- Click Manage under the Contribution method heading
- Select how you would like to make future contributions
- Press Review
- Press Submit
- Once you send your request, you'll be shown a reference number and have the option to save or print the screen by pressing Print receipt.
You can also change the contribution type by:
- sending an email to wrapsolutions@macquarie.com
- use live chat to speak with an adviser consultant Monday to Friday, 8am to 7pm Sydney time.
Your client can do this by:
- giving us a new Direct Debit Request form at any time. You can find this form at Adviser Tools.
Please note that for changes to contribution types provided in writing, we require 14 days’ notice before making any changes.