Keyword Analysis & Research: macquarie wrap

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Frequently Asked Questions

How does a wrap account work with Macquarie?

Macquarie Wrap is an investment platform designed to manage a range of different asset types. When you open a wrap account, your adviser can place all investment buys and sells online via Macquarie’s online portal. This becomes a single platform for all the different assets you hold.

What do I need to rollover Macquarie wrap?

You’ll also need to complete a Macquarie Wrap Super Rollover Authority form. Your adviser can provide you with this form and help you complete it. Find the member number and product name for your account. To rollover funds from a self-managed super fund (SMSF), we’ll need to receive a rollover benefit statement with the accompanying cheque.

What does Macquarie wrap consolidator 2 engage do?

Consolidator II Engage offers clients with less complex portfolios access to a menu of cash, term deposits, insurance and SMAs. The Macquarie Wrap Consolidator II series has two investment menus as shown below. You can also access performance reporting and asset allocation here.

Are there any transaction fees with Macquarie Funds?

No transaction fees when purchasing or selling managed investments, Australian securities, and term deposits. The series will include Macquarie Investment Manager II, Macquarie Super Manager II and Macquarie Pension Manager II.

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