Administration & forms

Below is a list of forms for maintaining your clients' accounts with Macquarie. Choose a category from the list to access and download the relevant forms.

If you are a registered user of the Macquarie Adviser website you can order prospectuses, flyers, brochures and educational booklets to be mailed to you.

You can also download forms from this page to register for other adviser services with Macquarie.

• Cash XL
• Cash Management Trust
• Identification Forms
• Managed investments
• Managed Investments Tax Statement Guide 2006-2007
• Superannuation and retirement solutions
• Broking
• Register for other services

Please note: if you experience difficulties opening PDF files on this webpage,  see our help page for details on downloading PDFs and the latest version of Adobe Reader.

Cash XL

	Download	Description
	Macquarie Cash XL Product Disclosure Statement	The product disclosure statement includes the application form.
	Macquarie Cash XL Terms and Conditions	Macquarie Cash XL Terms and Conditions
	Short Application – Existing CMT clients only	Apply for a Macquarie Cash XL account using your clients CMT account details. Please read the PDS before completing this form.
	Macquarie Cash XL Product Flyer	This flyer explains how Macquarie Cash XL can benefit you and your clients.
	Macquarie Cash XL Client Flyer	Use this flyer to explain the benefits of Macquarie Cash XL to your clients.
	Third Party Authority form	Simplify setup of third party authorities on your clients' accounts by using the new Macquarie Third Party Authority Form.
	Account nomination form	Link additional accounts to transact@macquarie and/or Macquarie PhoneLink.
	Authority to Transfer form  (pdf 69KB)	Manage your clients' cashflow by consolidating your clients' bank accounts into their CMT account
	Identification forms	Links to identification forms mini-site

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Macquarie Cash Management Trust

	Download	Description
	Acceptable Referee Form  (pdf 73KB)	Signatory verification for CMT cheque book use (alternatively, use 100 Point Check form)
	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.
	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.
	Cheque book application form  (pdf 388KB)	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
	Change transact@macquarie Pay Anyone details form  (pdf 104kb)	Make a change to transact@macquarie Pay Anyone details
	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.
	Regular investment plan 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
	Identification Requirements checklist  (pdf 55KB)	Provides a brief background on Signatory Verification and details who can complete the check and how to complete it
	100 Point Check Form  (pdf 210KB)	Signatory verification for CMT cheque book use (alternatively, use Acceptable Referee form)

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Identification forms

Why do I need to complete an Identification Form?
The Anti-Money Laundering and Counter Terrorism-Financing Act 2006 requires the collection and verification of specific information from clients. This varies according to the entity type through which products and services are applied.

When do I need to provide an identification form?
You must supply an Identification Form unless;

• You were an existing Macquarie client on 12 December 2007 and your account is still open; or
• You have supplied us with the appropriate Identification Form after 12 December 2007.

Which Identification Form should I use and what do I need to do?
The form you need to complete depends on:

• Your account type e.g. Individual, Company, Trust etc.
• If you are applying through a financial adviser or not.

The forms outline the additional documentation that is required to support your application.

To satisfy the identification requirements you need to

• Have your adviser complete the relevant IFSA/ FPA Identification Form, for the type of account you are opening.
• Have your financial adviser certify the identification documents specified on the Identification Form.
• Send us the completed Identification Form and a copy of the supporting identification documents.

Please select the type of account you are opening from the list below.

	Download	Description
	Individual	Identification form for an individual.
	Sole Trader	Identification form for a sole trader.
	Joint Applicants	Identification form for joint applicants.
	Business	Identification form for a business.
	Company	Identification form for a company.
	Corporate Trust or Superannuation fund	Identification form for a corporate trust or superannuation fund.
	Non Corporate Trust or Superannuation fund	Identification form for non corporate trust or superannuation fund.
	Deceased Estate	Identification form for a deceased estate.
	Investing for a child under the age of 18	Identification form for investing for a child under the age of 18.
	Partnership	Identification form for a partnership.
	Incorporated Body or Association	Identification form for an incorporated body or association.
	Unincorporated Body or Association	Identification form for an unincorporated body or association
	Registered Co-operative	Identification form for a registered co-operative.
	Government Bodies	Identification form for government bodies.

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Managed Investments

Valid for Gilt Edge Bond Trust, Property Securities Trust, Sharemarket Funds, Australian Share Selection and Flexible Investment Funds.

	Download	Description
	Change account details form  (pdf 147KB)	Change the address and contact details for your clients' accounts.
	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.
	Withdrawal form  (pdf 110KB)	Request to withdraw funds from your clients' accounts.

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Tax Statement Guide

The Tax Statement Guide is a referral document for use by investors to help them complete their Tax Pack Supplement for the 2007 Tax Pack. It is also a useful guide to understanding the Macquarie Tax Statement.

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Superannuation and retirement solutions

Click here for information regarding pre 30 June 2008 lodgement information.

	Download	Description
	Additional investment form  (pdf 86KB)	Make an additional investment to the Super Plan.
	Regular investment plan (direct debit request)  (pdf 57KB)	Use this form for Macquarie to debit an external bank account.
	Direct Deposit Facility form  (pdf 90KB)	Setup a direct deposit facility for additional regular or ad hoc contributions into the Super Plan.
	Rollover authority form  (pdf 120KB)	Send to the trustee/manager of the fund from which benefits are to be rolled over into Macquarie SuperOptions.
	Contributions splitting request form (2006/07 only)  (pdf 671KB)	Use this form to request a contributions split for contributions made for financial year 2006/07 only.
	Contributions splitting request form (2007/08 onwards)  (pdf 448KB)	Use this form to request a contributions split for contributions made from financial year 2007/08 onwards.
	Employer superannuation contributions  (pdf 380KB)	Use this form to direct employer superannuation contributions
	Switching form  (pdf 353KB)	Switch amounts between investment options within Macquarie SuperOptions.
	Non-lapsing death benefit nomination form  (pdf 450KB)	Make a straightforward non-lapsing death benefit nomination.
	Child pension schedule  (pdf 362KB)	Use this form to make a child pension nomination.
	Adviser remuneration - Adviser Service Fee  (pdf 106KB)	Request the Trustee to pay an Adviser Service Fee.
	Withdrawal/Rollover request form  (pdf 120KB)	Withdraw or rollover benefits from the fund.
	Automatic Rebalancing Facility  (pdf 115KB)	Establish automatic rebalancing of your client's portfolio.
	Super contributions checklist  (pdf 120KB)	Summarises contribution methods and paperwork required
	Change of account details form  (pdf 73KB)	Use this form to change account details, such as contact and bank account information.
	Deduction notice for personal contributions  (pdf )	Claim a tax deduction for your personal contribution or vary a previous notice..
	Notification of eligibility for personal superannuation contributions for 2008/2009 financial year  (pdf )	Use this form to confirm your client's eligibility to make contributions in 2008/09 into superannuation (from age 65 and over).

Macquarie ADF Superannuation Fund

	Download	Description
	Regular investment plan  (pdf 85KB)	Set up a regular investment plan in the ADF Superannuation Fund
	ADF Direct deposit facility form  (pdf 79KB)	Set up a direct deposit facility for additional regular or ad hoc contributions
	Rollover Authority Form (ADF Superannuation Fund)  (pdf 368KB)	Send to the trustee/manager of the fund from which benefits are to be rolled over into the ADF Superannuation Fund
	Employer superannuation contributions  (pdf 380KB)	Use this form to direct employer superannuation contributions
	Additional investment form  (pdf 90KB)	Make an additional investment to the ADF Superannuation Fund.
	ADF Withdrawal/Rollover request form  (pdf 110KB)	Withdraw or rollover benefits from the fund
	Super contributions checklist  (pdf 120KB)	Summarises contribution methods and paperwork required
	Contributions splitting request form (2006/07 only)  (pdf 671KB)	Use this form to request a contributions split for contributions made for financial year 2006/07 only.
	Contributions splitting request form (2007/08 onwards)  (pdf 448KB)	Use this form to request a contributions split for contributions made from financial year 2007/08 onwards.
	Notification of eligibility for personal superannuation contributions for 2008/2009 financial year  (pdf )	Use this form to confirm your client's eligibility to make contributions in 2008/09 into superannuation (from age 65 and over).
	Change of account details form  (pdf 73KB)	Use this form to change account details, such as contact and bank account information.
	Deduction notice for personal contributions  (pdf )	Claim a tax deduction for your personal contribution or vary a previous notice..

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Broking

	Download	Description
	Request for portfolio  (pdf 35KB)	Request a portfolio for a client's particular financial position
	Request to transfer stock  (pdf 40KB)	Transfer your stock from other brokers to Macquarie Equities
	Share order cover sheet  (pdf 45KB)	Order share transaction(s) for your client
	Macquarie Equities payment authorisation  (pdf 40KB)	Authorises Macquarie Equities to directly debit/credit your clients' CMTs to automatically settle their equities transactions.

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Register for other services

Service	Description	How to register
Macquarie Adviser Centre	Register for access to your.clients, unit prices and performance, Transporter/ FAST, Research and PRISM. You can also register to provide your employees with access to these services.	Adviser Centre Registration form (pdf 46kb) Adviser Centre Employee form (pdf 100kb)
your.clients	Register to access your clients' details for Macquarie managed investments and cash trusts
Unit prices & performance	Online access to the latest unit prices, performance and portfolio information
GearUp	If you have clients with Macquarie investment loans, signup for online access to their details, accounts and loan balances	GearUp Registration form (pdf 32kb)
Wrap Solutions	Macquarie's Wrap service giving you access to your clients' portfolios, online transactions and consolidated reporting	Register your interest
Transporter/ FAST	To register for Macquarie's Bulk Transacting service please contact your Macquarie Training Relationship Manager.