The EOFY HUB

You can manage your advice fee arrangements via our reporting page in Adviser Online. From this page you can:

• view your client’s advice fee arrangements for Wrap accounts
• manage your advice fee reporting all in the one place
• view a report of when consent is due
• see when consent has expired for your fee arrangements
• renew fee arrangements by generating the digital fee form and requesting your client’s consent
• generate and download a CSV report to help sort and filter for various options such as due dates of consent, investor status and more.

For more information you can visit Adviser Help Centre. 

• Dates apply to complete requests, i.e. all information must be received by the cut-off date.

• Dates are based on general processing times between external financial institutions and the expected time we receive funds. 
• Electronic transfers can take up to four days and we won’t be responsible for delays in receiving monies from external institutions.

Need help?

You can view these Help Centre articles for more information:

• Changing contribution types for Direct Debits
• Adding contributions and rollovers into an account

• Dates apply to complete requests, i.e. all information must be received by the cut-off date.
• Note: From late May 2023, you’ll able to download acknowledgement letters in Adviser Online for your clients who have notified us of their intent to claim a tax deduction for their personal super contributions.

• Tuesday 6 June if the first payment is to be received before Friday 30 June
• Friday 16 June if the first payment is to be received after Friday June 30.
• Dates apply to complete requests, i.e. all information must be received by the cut-off date.

• Changes for June monthly pension run (Final pension updates for the 2022/2023 Financial year)
• Dates apply to complete requests, i.e. all information must be received by the cut-off date.

• Includes updating client status to wholesale
• Dates apply to complete requests, i.e. all information must be received by the cut-off date.

Need help?

You can view this Help Centre article for more information:

• What’s required to update my clients as sophisticated, wholesale or professional investors?

• Full or partial from pension to super, full product switches (super to pension)
• Dates apply to complete requests, i.e. all information must be received by the cut-off date.

Need help?

You can view these Help Centre articles for more information:

• How do I switch my client’s account from super to pension or vice versa?
• How do I close a super or pension account for my client?

• Dates apply to complete requests, i.e. all information must be received by the cut-off date.

Need help?

You can view these Help Centre articles for more information:

• What do I need to transfer assets out of my client's investment account?
• What's required to transfer assets into a client’s account?

For switches and transfers

• Full or partial from pension to super, full product switches (super to pension) 
• Dates apply to complete requests, i.e. all information must be received by the cut-off date.

For closures

• All assets must be sold down and settled into cash
• There must not be any outstanding or upcoming distributions, suspended assets or corporate actions
• There must not be any outstanding requirements

Need help?

You can view these Help Centre articles for more information:

• How do I switch my client’s account from super to pension or vice versa?
• How do I close a super or pension account for my client?
• What do I need to transfer assets out of my client's investment account?
• What's required to transfer assets into a client’s account?

Dates apply to complete requests, i.e. all information must be received by the cut-off date.

• All assets must be sold down and settled into cash
• There must not be any outstanding or upcoming distributions, suspended assets or corporate actions
• There must not be any outstanding requirements
• Dates apply to complete requests, i.e. all information must be received by the cut-off date.

Need help?

You can view these Help Centre articles for more information:

• How do I close a super or pension account for my client?
• What assets and activities may affect a closure request of a Wrap account?

• Dates are based on general processing times between financial institutions and the expected receipt of funds by us
• Electronic transfers can take up to four days in some cases and we won’t be responsible for delays in receiving monies from external institutions.

To ensure you don't miss out on being paid advice fees, we need completed:

• Paper forms, required for grouped accounts, submitted before 4.00pm (Sydney time) 23 June 2023
• Digital Fee Forms submitted via Print Sign and Upload before 4.00pm (Sydney time) 30 June 2023
• Digital Fee Forms submitted via email verification before 4.00pm (Sydney time) 30 June 2023
• Dates apply to complete requests, i.e. all information must be received by the cut-off date.

Need Help?

You can view these Help Centre articles for more information:

• How can I find the accounts nearing advice fee consent expiry?
• What’s required to update my clients as sophisticated, wholesale or professional investors?

Dates apply to complete requests, i.e. all information must be received by the cut-off date.

• Dates apply to complete requests, i.e. all information must be received by the cut-off date.

• Dates are based on general processing times between financial institutions and the expected receipt of funds by Macquarie.
• Electronic transfers can take up to four days.

Need help?

You can view these Help Centre articles for more information: 

• Instructing employers to make contributions
• Changing contribution types for Direct Debits
• Adding contributions and rollovers into an account

• Dates are based on the receipt of funds, not the submission of the funds transfer from your participating bank.
• Electronic transfers can take up to four days.
• Any requests that are still incomplete by the cut-off time and date will be processed on a best-efforts basis.

• The cut-off date listed is for manually processed items only
• Any online transactions will be processed on the same day (similar to electronic banking cut-offs)
• Dates apply to complete requests, i.e. all information must be received by the cut-off date.

Need help?

You can view these Help Centre articles for more information: 

• Withdrawals
• New Wrap applications

• Dates apply to complete requests, i.e. all information must be received by the cut-off date.

• Dates apply to complete requests, i.e. all information must be received by the cut-off date.

• Dates apply to complete requests, i.e. all information must be received by the cut-off date.

• Dates apply to complete requests for personal contributions made in 2021/22 financial year.
• All requests and any outstanding information must be received by the cut-off date.

• Dates apply to complete requests, i.e. all information must be received by the cut-off date.

Need Help?

You can view these Help Centre articles for more information:

• Who can use Adviser Initiated Payments (AIP)?
• How do I create an Adviser Initiated Payment (AIP)?

To ensure you don't miss out on being paid advice fees, we need completed:

• Paper forms, required for grouped accounts, submitted before 4.00pm (Sydney time) 23 June 2023
• Digital Fee Forms submitted via Print Sign and Upload before 4.00pm (Sydney time) 30 June 2023
• Digital Fee Forms submitted via email verification before 4.00pm (Sydney time) 30 June 2023
• Dates apply to complete requests, i.e. all information must be received by the cut-off date.

Need Help?

You can view these Help Centre articles for more information:

• How can I find the accounts nearing advice fee consent expiry?
• What’s required to update my clients as sophisticated, wholesale or professional investors?