Adviser initiated payments for superannuation

Please note, if you want to make a tax deduction for your client, please submit the deduction request before submitting a withdrawal request.

1. Log into Adviser Online
2. Search for the client’s account using the global search bar
3. Click Account Overview
4. Click Make a payment
5. Click the checkbox ‘I do not wish to claim a tax deduction for my client or if I do, I have already submitted one that has been processed by the Fund.’
6. Click Next
7. Select the payment type of Partial withdrawal
8. Select the account to pay to, or enter new account details
9. Enter the payment amount
10. If accessing restricted/preserved benefits, select the early release of superannuation declaration that applies, and upload supporting documentation (if applicable)
11. If the account contains funds transferred from the UK, enter any required details
12. Click Review
13. Confirm payment details then click Submit.

Please note, you must use an approved SuperStream messaging provider for rollovers to an SMSF.

1. Log into Adviser Online 
2. Search for the client’s account using the global search bar 
3. Click Account Overview 
4. Click Make a payment 
5. Click the checkbox ‘I do not wish to claim a tax deduction for my client or if I do, I have already submitted one that has been processed by the Fund’. 
6. Click Next 
7. Select the payment type of Partial rollover 
8. Select to rollover into SMSF 
9. Enter the SMSF details including the account name, BSB, account number, ABN and electronic service address. For more information search “Electronic Service Address” on the ATO website.
10. Click Verify. This will verify the SMSF details against the details held on file with the ATO 
11. Enter the payment amount 
12. If the account contains funds transferred from the UK, enter any required details 
13. Click Review 
14. Confirm payment details then click Submit.

1. Log into Adviser Online 
2. Search for the client’s account using the global search bar 
3. Click Account Overview 
4. Click Make a payment 
5. Click the checkbox ‘I do not wish to claim a tax deduction for my client or if I do, I have already submitted one that has been processed by the Fund’. 
6. Click Next 
7. Select the payment type of Partial rollover 
8. Select to rollover into APRA-regulated super fund 
9. Enter the Unique Superannuation Identifier (USI) of the APRA fund and click Search. The details of the APRA fund will be populated. 
10. Enter the client’s account / policy / membership number 
11. Enter the payment amount 
12. If the account contains funds transferred from the UK, enter any required details 
13. Click Review 
14. Confirm payment details then click Submit.

If your client is approving via the Macquarie Authenticator app, they’ll receive a notification from the app with the payment details when you submit the request. They can approve or deny the request directly from the app.

Notifications can also be re-sent from Request Centre.

You can view the status and progress of payments in Request Centre, including payments awaiting client approval via the Macquarie Authenticator app.

Once the client approves the payment, you’ll receive a notification in Adviser Online.

If your client does not have the Macquarie Authenticator app, they’ll need to approve via the print, sign and upload method. When you submit the request, the consent form will be automatically downloaded to your device. 

You can also re-download the consent form from Request Centre.

You’ll need to print the from, get your client to sign it, and then upload the signed form to Request Centre by following these steps:

1. Log into Adviser Online
2. Navigate to Request Centre 
3. Search for the request using approval ID, account name or account number
4. Expand the request accordion
5. Drag and drop or browse for the signed print, sign & upload document
6. Click Submit.

Note, if the print, sign and upload document has been signed with an approved electronic signature, please ensure the certificate of completion is also uploaded to the request.

You can view the status and progress of payments in Request Centre. This includes payments awaiting client approval via the Macquarie Authenticator app.

Once the client approves the payment, you’ll receive a notification in Adviser Online.