Taking the ‘work’ out of paperwork

We process all investment transactions and manage corporate actions on your behalf. In most cases, this is done according to the instructions you provide to your adviser which are then communicated to us. This helps reduce the ongoing administrative work for your adviser.

Online reporting

To ensure the advice you receive is based on the latest information, both you and your adviser can go to Macquarie Online at any time to view a consolidated picture of your portfolio. 

The Cash Hub
Your account works with a central cash flow account – the Cash Hub. All regular transactions into or out of your account, including superannuation contributions, taxes, pension payments, fees and charges are processed through the Cash Hub.

You can also invest directly into the Cash Hub from different sources – whether contributions from your employer, personal contributions or rollovers from other superannuation funds, using a variety of methods such as BPAY® and electronic funds transfer. With your authority, your adviser can buy and sell investments within your account online. Prior to investing, your adviser will provide you with the disclosure documents for these investments. You should carefully read and understand these disclosure documents (including the risks section) before investing.

Wrap Cash Hub

The central cash flow account for all the regular transactions into and out of your account. 

Managed investments

Over 500 managed investments available on the Investment Menu

Separately Managed Accounts (SMAs)

A type of managed investment which combines professional portfolio management with the benefits of greater control and visibility of the underlying investments.

Australian listed securities

Listed securities that can be transacted on the Australian Securities Exchange (ASX).

Term deposits

A range of issuers, terms and rates are available. 

Automated investment management tools

• Dollar cost averaging - Regular monthly or quarterly investments from the Wrap Cash Hub into managed investments.
• Automatic cash management - Manage the balance in the Wrap Cash Hub through the automated buying and selling of managed investments and SMAs.
• Automatic rebalancing - Rebalance the managed investments within your account to ensure that your account stays in line with your investment strategy.

Insurance and estate planning

• Insurance  - Super Consolidator offers access to insurance cover for various life events through multiple insurance providers. Types of cover The type of insured benefits available through superannuation is limited to those which are consistent with the conditions of release for death, terminal medical condition, permanent incapacity and temporary incapacity, to ensure that if an insurer accepts a claim, the benefit can be released from the Fund.
• Non-lapsing death benefit nomination- Provides you with greater control over the payment of your benefits in the event of your death.
• Child pensions - An extension of the non-lapsing death benefit nomination that allows your benefit to be paid as a taxeffective income stream to your minor children, or certain other children, in the event of your death.

Transacting on your account

• Online trading for your adviser - With your authority, your adviser can buy and sell your investments online or through a nominated broker.
• Super to pension transfers - You can switch from Super Consolidator to Pension Consolidator without realising any capital gain or loss as a consequence of the transfer.
• Corporate actions - If you hold Australian listed securities, we generally allow you to participate in corporate actions such as share purchase plans.