Macquarie Asset Management Financial adviser
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  • Current role selection

    Financial adviser - I manage investments on behalf of clients
  • Individual investor - I manage and invest my own money through a broker or managed funds
  • Institutional investor - I work for an entity that makes investments on behalf of someone else
  • General public - I want to learn more about Macquarie Asset Management

Access forms for investors, advisers and third parties

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How do I…? Form
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Open a new account Complete our target market questionnaire, view the product disclosure statement and submit an application form here.
Make an initial investment in a new fund in the same name as my existing investment Complete our target market questionnaire, view the product disclosure statement and submit an application form here.

As an existing investor, you will only need to complete some sections of the form, as outlined in Section 1 of the form.
Add to my existing investment in a fund You can add to your existing investment by:
  • BPAY: Enter the Biller Code for the Fund, your Customer Reference Number (CRN) provided to you in your welcome letter when you first invested in the Fund, and the amount you would like to invest.
  • EFT/bank transfer: You can notify us of your payment in one of two ways:
  • RTGS: You can notify us of your payment by completing the Additional investment form.

    You will need to pay for the investment using the account details for the relevant Fund. You can locate the bank account details for each Fund to add to your existing investment by EFT/bank transfer or RTGS here.

    Please ensure you include your Macquarie issued account number and your account name in the payment reference to enable us to link the payment.
Update my details Change of details form
Complete the FATCA/CRS requirement as part of my application FATCA/CRS self-certification form
Upgrade my access to transact on the Macquarie Managed Funds online portal Investor portal elevated access form
Request a partial or full redemption from my investment Redemption form
Switch some or all of my units from my investment in a fund to a corresponding hedged or unhedged version of the fund Switch request form
Transfer holding in a fund from individual trustees of an SMSF to a corporate trustee of the same SMSF Change of trustee of an SMSF from individual trustees to corporate trustee - transfer form
Transfer units in a fund to another person Transfer form
Appoint a company or individual(s), including financial advisers, to act on my behalf in relation to my Macquarie Asset Management Public Investments account(s). Appointment of authorised signatories form
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How do I…? Form
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Create adviser profile if I am new to Macquarie Asset Management Dealer group and/or adviser transfer and change of contact details form
Transfer clients to a new dealer group or within the same dealer group Dealer group and/or adviser transfer and change of contact details form
Update dealer group or my contact details Dealer group and/or adviser transfer and change of contact details form
Register for the Macquarie Managed Funds online portal Adviser
Third party
Locate the account details if my client wants to add to their investment Fund application account details for investments

This information has been prepared by the issuer or model manager of the relevant funds or managed account portfolios. For Funds: Macquarie Investment Management Australia Limited (ABN 55 092 552 611 AFSL 238321 or Macquarie Specialist Investment Management Limited (ABN 84 086 438 995 AFSL 229916). For managed portfolios: Macquarie Investment Management Global Limited (ABN 90 086 159 060 AFSL 237843). This information is general information only and does not take account of the investment objectives, financial situation or needs of any person. It should not be relied upon in determining whether to invest in any of the funds or managed portfolios. In deciding whether to acquire or continue to hold an investment, an investor should consider the relevant offer document. Fund offer documents can be obtained via our website at macquarie.com/mam/pds, or by contacting us on 1800 814 523. For managed portfolios, contact your managed account provider for the offer document. This information is intended for recipients in Australia only.

Important notice

Other than Macquarie Bank Limited ABN 46 008 583 542 (“Macquarie Bank”), any Macquarie Group entity noted in this website is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia).  The obligations of these other Macquarie Group entities do not represent deposits or other liabilities of Macquarie Bank.  Macquarie Bank does not guarantee or otherwise provide assurance in respect of the obligations of these other Macquarie Group entities.  In addition, if this website relates to an investment, (a) the investor is subject to investment risk including possible delays in repayment and loss of income and principal invested and (b) none of Macquarie Bank or any other Macquarie Group entity guarantees any particular rate of return on or the performance of the investment, nor do they guarantee repayment of capital in respect of the investment.

© Macquarie Group Limited