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Easy Online share trading for SMSFs
Macquarie’s Cash Management Account (CMA) is favoured as the cash hub for one in three self-managed super funds[1].
With a range of great features that make it simple to manage your money, it’s unsurprising that our CMA is so popular with SMSFs.
It’s quick and easy to manage your account using our award-winning mobile banking app and online banking platform[2]. You can search and categorise transactions, view up to 10 years of transaction history, and upload receipts alongside transactions, making it fast to find them when you need to.
Financial professionals can get access to streamlined superannuation reporting, including transaction lists and audits, making tax time a breeze.
For SMSF trustees with an adviser, the CMA adds even more value with a recent technology enhancement around Adviser Initiated Payments. This feature allows an adviser to initiate a payment on behalf of a client. The client then receives a secure code to finalise the transaction. This adds efficiency for advisers as it helps them react quickly to market opportunities such as IPOs while still giving clients control of their investments.
With no monthly account fees and no minimum balance we believe our CMA is a great competitive option for your SMSF or share investment portfolio.
Linking your CMA to Macquarie Online Trading
Did you know that your CMA can be integrated with Macquarie Online Trading? In our simple online application clients and advisers can open an Online Trading account and CMA at the same time. Like the CMA there are no management or administration fees or costs with Online Trading and existing CMA clients can choose to link their current account, creating a single cash hub for all your online trading.
Macquarie Online Trading provides individuals, trusts and SMSF investors with access to ASX-listed funds, more than 200 managed funds, exchange traded funds, options, warrants and bonds. These provide exposure to a large range of asset classes including international equities, fixed income, property and alternate assets, making it easier to diversify your portfolio in the one place.
Macquarie Online Trading provides the ability to immediately hold funds from your Macquarie CMA for settlement of trades, giving advisers and clients peace of mind when investing and visibility over cash movements at all times.
The unique integration with the CMA means you’re always on top of your available cash balance and ready to trade. For advisers, no need to follow up your clients for settlement, with intraday cash movements being included in online balances. For clients, trade directly from the cash available in your CMA and with the confidence settlement will occur.
You can access your CMA and online trading through our online portal to trade anywhere at any time. Data feeds to leading SMSF administrators, accountants and software providers for all your cash and investment transactions means Macquarie is able to integrate with the way you manage your money.
For more information visit:
https://www.macquarie.com/au/personal/investments/online-trading/macqua…
This information does not take into account your objectives, financial situation or needs. The CMA is issued by Macquarie Bank Limited AFSL 237502 (MBL). Macquarie Online Trading is a service provided by Third Party Platform Pty Ltd AFSL 314341 (TPP), at the request of MBL.
[1] www.ato.gov.au - Total number of SMSF's registered divided by number of Macquarie CMA SMSFs
[2] 2017 Winner CANSTAR Innovation Award
AUTHOR
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