macquarie adviser services

Features

Wrap platforms are increasingly evolving to meet the needs of investors looking offshore for growth, with the addition of managed funds, ETFs and SMAs, Cameron Garrett wr...

Funds management

Macquarie Wrap grows FUA

Macquarie Wrap has reached $4 billion in funds under administration (FUA) for its Consolidator Series of investment, superannuation and pension accounts....

Financial planning

Advisers want functionality in cash products, survey shows

The ability to easily open and manage accounts are what advisers are looking for when it comes to cash products, according to a new survey conducted by Macquarie Bank....

Financial planning

Macquarie Wrap adds FDS capability

Macquarie Wrap has joined other large-scale platform providers in providing its users with fee disclosure statement (FDS) functionality in the lead-up to the start date o...

Superannuation

SMSF borrowing and cross-member insurance

David Shirlow from Macquarie Adviser Services brings you up to date with new developments regarding the way SMSF trustees can structure insurance....

Financial planning

Macquarie moves to speed up advice

Macquarie has launched a new planner-oriented product — an online application process with electronic verification to help advisers open cash accounts for their clients m...

Financial planning

Significant Investor visa opens up significant opportunities for financial advisers

The introduction of the Significant Investor visa gives advisers the opportunity to provide compliance and investment advice to business immigrants, as Macquarie Adviser ...

Financial planning

Macquarie launches SMSF toolkit

Macquarie has launched an SMSF toolkit to improve client engagement and support advisers in managing their clients’ SMSFs....

Financial planning

Planning software providing "unprecedented" disclosure

Software developers have moved to “unprecedented” levels of disclosure regarding every part of financial planners’ daily advice activities, according to new research by I...

Editorial

Direct investing comes of age

As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...

Superannuation

SMSFs and the tightening rules on insurance and self-insurance

The regulatory controls on the manner in which SMSFs approach risk insurance coverage for fund members are tightening in a number of respects, writes Macquarie Adviser Se...

Superannuation

SMSF growth creates opportunity for brokers

Growth in the SMSF space means mortgage brokers have an opportunity to develop specialist knowledge in a complex area, according to Macquarie Adviser Services....

Superannuation

No big shift away from super

David Shirlow explains why increasing the total tax rate to 30 per cent would not, on its own, cause a widespread shift from voluntary super savings to negative gearing o...