Macquarie Cash Management Trust

The Macquarie Cash Management Trust (CMT) is the ideal centrepiece of your clients' investment portfolios. It offers all the features, access and flexibility you and your clients need to manage and monitor their investment cashflow.

The Macquarie CMT gives you:

• a full picture of your clients' investments
• the ability to identify when your clients have funds available to act on other market opportunities
• added value to your relationship with your clients by managing their cashflow
• access to your clients' accounts online using your.clients@macquarie
• the ability to open proforma accounts by request.

The Macquarie CMT gives your clients:

• an investment in Australia's first and largest cash management trust
• detailed regular reporting (including an annual income summary)
• the security of a AAAm credit rating from Standard & Poor's
• award-winning client service on their account
• the ability to access their account and transact online using transact@macquarie and Macquarie Phonelink
• a good return on their cash.

The Macquarie CMT invests your clients' money in high quality, short-term bank-backed securities.

the Product Disclosure Statement (Australian residents only) (pdf 2099KB)

the fact sheet - a printer-friendly version

the Macquarie Cash Solutions Investment Statement (CMT and GEAA - NZ residents only) (pdf 1.4MB)

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How the Macquarie CMT works as a financial hub

Managing your clients' investment cashflow is easy with the Macquarie CMT. It gives your clients maximum flexibility and convenience. Talk to your clients about the benefits which include the ability to:

• automatically transfer their salary, dividends and other income into the account
• make deposits through National Australia Bank using a personal deposit book
• write cheques
• pay bills using BPAY® or direct debits
• charge everyday expenses to the optional Macquarie Gold Card**
• transfer funds electronically to nominated accounts
• automatically settle share trades.

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Using the Macquarie CMT account for share trading

Linking the Macquarie CMT account to a share trading account lets you and your clients move on share opportunities quickly. It gives you and your clients:

• a central record for dividend income
• the ability to monitor available funds online
• access for you or a broker to automatically settle trades.

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Information for your clients

Flyers and brochures

Features and benefits of the CMT  (pdf 275KB)

Order copies

Products information and application

Fact sheet - a printer-friendly version

Visit the personal website

Download the Product Disclosure Statement  (pdf 2099KB)

Order copies of Product Disclosure Statements to be mailed to you

Apply now

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Brokerage and trail commission

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How to invest

To invest in the Macquarie CMT your client will need a Product Disclosure Statement and an application form. Once your client has read the Product Disclosure Statement and the application form is completed, your client simply needs to sign the form and send it with any other relevant documentation and a cheque to:

Macquarie Investment Management Limited
PO Box 192
Australia Square NSW 1215

Please make the cheque payable to - MIML - Macquarie CMT, [insert name of applicant]

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Product Disclosure Statement

3 ways to access the Product Disclosure Statement

Download the Product Disclosure Statement  (pdf 2099KB)

Order copies of Product Disclosure Statements to be mailed to you

Call us on 1800 808 508 to have copies mailed to you

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Forms

	Download	Description
	Account nomination form  (pdf 66KB)	Link additional accounts to transact@macquarie and/or Macquarie PhoneLink.
	Adviser Centre Registration Form  (pdf 46KB)	Register for access to your.clients, unit prices and performance, Transporter, Research and PRISM.
	Adviser Centre Employee Registration Form  (pdf 145 KB)	Register your employees to access services listed above.
	Adviser Limited Third Party - Authorisation Form  (pdf 143KB)	Use this form to register for authority to transfer funds between your client's linked CMT and Cash XL accounts
	Adviser Limited Third Party - Transfer form  (pdf 47KB)	Use this form to transfer funds between your client's linked CMT and Cash XL accounts (if registered for this service)
	Authority to Transfer form  (pdf 69KB)	Manage your clients' cashflow by consolidating your clients' bank accounts into their CMT account
	Change account details form  (pdf 147KB)	Change the address and contact details for your clients' accounts.
	Change transact@maquarie Pay Anyone/BPAY confirmation email details form  (pdf 104kb)	Make a change to transact@macquarie Pay Anyone/BPAY details
	Cheque book application form  (pdf 50KB)	Request a cheque & deposit book for your clients' accounts (includes 100 Point Check forms required for cheque book accounts).
	CMT Product Disclosure Statement  (pdf 2099KB)	The product disclosure statement includes the application form
	Commission payments  (pdf 95KB)	Nominate an account to which your commissions are paid
	Company Verifying Officer - Certificate of Identity Form  (pdf 40KB)	Signatory verification - Company Use Only for CMT cheque book use
	Deceased estate change of account details form  (pdf 122KB)	Change the name of the deceased estate account to the executor/s (as trustee/s).
	Deceased estate withdrawal form  (pdf 80KB)	Fully redeem an investment from a deceased estate
	Deposit form  (pdf 98KB)	Make additional investments to your clients' existing CMT accounts.
	Downloads user guide  (pdf 2.35MB)	This guide shows you how to download balance files, download transact files and create a QuickList.
	Duplicate statement request form  (pdf 77KB)	Receive duplicates of your clients account statements
	Fast fax (NSW and ACT)  (pdf 34KB)	Receive your client's portfolio account number by fax (NSW and ACT)
	Fast fax (QLD and NT)  (pdf 34KB)	Receive your client's portfolio account number by fax (QLD and NT)
	Fast fax (SA)  (pdf 34KB)	Receive your client's portfolio account number by fax (SA)
	Fast fax (VIC and TAS)  (pdf 35KB)	Receive your client's portfolio account number by fax (VIC and TAS)
	Fast fax (WA)  (pdf 88KB)	Receive your client's portfolio account number by fax (WA)
	Fax instruction service  (pdf 49KB)	Give Macquarie faxed instructions about your client's account
	Foreign currency cheques  (pdf 191KB)	Use this form to deposit foreign currency cheques.
	Income Re-direction form  (pdf 121KB)	Arrange for your clients to redirect their income (salary rental property super and pension payments) to their CMT account.
	Interest and dividend payment authority. Updated!	Arrange your client's dividends or interest payments from their investments to be paid directly into their CMT account.
	Overseas telegraphic transfer form  (pdf 225KB)	Transfer funds overeseas and/or request a bank draft.
	Periodic payment authority  (pdf 210KB)	Arrange or cancel regular or fixed amount automatic payments from your CMT.
	Recommended Lodgement Times  (pdf 81KB)	Provides recommended lodgement times for same day processing of applications and withdrawals.
	Redemption authority for fee withdrawal form (third party authority form)  (pdf 300KB)	Have your fees withdrawn from your client's CMT.
	Direct Debit form  (pdf 146KB)	Debit a nominated account with another financial institution for regular investments to your clients' CMT accounts.
	Tax Payment - Adviser Registration Form  (pdf 80KB)	The Tax Payment service makes it simple for you to make payments to the ATO on behalf of your clients
	Third party authority form  (pdf 300KB)	Simplify setup of third party authorities on your clients' accounts by using the new Macquarie Third Party Authority Form.
	transact@macquarie / Macquarie PhoneLink form  (pdf 140KB)	Register for access to transact@macquarie and/or Macquarie PhoneLink or change your selection for these services.
	Withdrawal form  (pdf 110KB)	Request to withdraw funds

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