When you open a wrap account, your adviser can place all investment buys and sells online via the Macquarie Wrap website. Press play to find out. If you’d like to speak to a specialist about how our expertise can help build your business, get in touch. Members and their adviser can track investments and access comprehensive reports online, while online trading is also available to advisers. What is a wrap account? Quality service Our service is informed, friendly, professional and reliable. Streamlined tax reporting Access to all of your tax information in one place with a consolidated tax report to help you spend less time preparing tax information each year. A better way to bank Discover innovative financial solutions across our products to plan, build, manage and protect your wealth.
Macquarie Super Accumulator product brochure. We see this is a sign that we are running one of the best Wrap platforms in the Australian market place. Macquarie SuperOptions – Super Plan. This becomes a single platform for all the different assets you hold. What will it take to thrive in a changing environment? Past performance of any product described on this site is not a reliable indication of future performance.
Quality service Our service is informed, friendly, professional and reliable.
The full-service investment platform
Smart practice 7 steps to make that difficult conversation a little easier. Wrap tax All your tax resources. If you’d like to speak to a specialist about how our expertise can help build your business, get in touch.
Past performance of any product described on this site is not a reliable indication of future performance.
The fee structure of the Macquarie Wrap Manager series encourages your clients to consolidate more investments and holdings into their account — so they get better value and you get greater visibility. Macquarie SuperOptions – Super Plan. Amount Consolidator Cash Account. Your clients can give Wrap access to another authorised third party, such as their accountant. Macquarie Super Manager product brochure. Minimise paperwork Online access minimises paperwork for you and your adviser making it easier to buy, sell and manage your investments.
Efficiency Streamlined processes enable business scalability. Product disclosure All your disclosure resources. Welcome to Macquarie To help us tailor your experience, please select an option below.
Macquarie Wrap | Investment platform | Macquarie
Macquarie Wrap offers an excellent range of investment options, including over managed investments, Australian listed securities, a variety of term deposits and Separately Managed Account SMA Model Portfolios. Seris the important things in mind Tailored solutions and family discounts are available to help you achieve your financial goals. Members have access to a full suite of insurance cover, which is available through one or more insurance providers, including Death and Terminal Illness, Total and Permanent Disability and Income Protection.
We hope these resources help to educate your clients on the sometimes confusing topic of wrap platforms.
Smart practice 6 behaviours that will create a growth mindset. Macquarie Wrap was established in and is designed to administer a range of different investment types, including international and domestic shares, over managed funds, managed accounts, cash, term deposits and other fixed income investments. Past 5-year return Admin fee Past 5-year return Calculated Fees on 50k. The full-service investment platform.
Not sure what a wrap account is? Find your Macquarie Wrap product disclosure links, documents and resources all in one place. Macquarie Super Accumulator product brochure. Find out how we can help. Additionally, members have access to an automatic rebalancing facility to ensure maquarie account stays in-line with their investment strategy.
Long term income protection. Welcome to Macquarie To help us tailor your experience, please select an option below. Innovative life insurance solutions enable you to protect your clients in the case of unexpected illness, injury or worse. Performance and fee data is based on the option which is rated by SuperRatings and stated on each product’s landing page. Macquarie has a free-standing tax resources toolkit that can be accessed by anyone who uses Wrap Tax reports.
Trust your super with an award-winning platform. Streamlined tax reporting Access to all of your tax information in one place with a consolidated tax report to help you spend macquaarie time preparing tax information each year.
Expertise Articles Smart practice How to stop your business being held to ransom. Data last updated on 30 Nov Macquarie Consolidator Series product brochure. The Macquarie Master Balanced Fund outperformed the SuperRatings Index over the 10 years to 30 June ; however, underperformed over the shorter term.