1
Download the Product Disclosure Statement, Information booklet, and check for PDS updates
2
Apply online (for new investors only) or download the application form here
3
Submit the application form and any required identification documents
Macquarie Asset Management
Client Service
mam.clientservice@macquarie.com
PO Box R1723
Royal Exchange,
NSW 1225, Australia
For enquiries call
Toll free: 1800 814 523
Local: +61 2 8245 4900
Monday – Friday 8:30am to 5:30pm (Sydney time)
You can add to an existing investment by:
BPAY: For funds issued under a Product Disclosure Statement (PDS), you will be able to make additional investments using 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.
* Please note there are some funds that do not offer BPAY
EFT/bank transfer: You can notify us of your payment in one of two ways: Submit the notification through the Macquarie Managed Funds online portal after elevating your access or complete the additional investment form.
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.
How to register
1. To register, complete the ‘Online Registration Form – Adviser use only’ form. Ensure you include your mobile number and email address. Once the form is completed, email it to our client service team, mam.clientservice@macquarie.com. Your login details will be issued once your profile has been registered.
Note: You only need to register once. New clients will be added in the portal upon application.
2. Once received, you can login to the adviser portal by clicking on ‘Login’ in the top right corner of the website, select ‘Adviser’ and then ‘Managed Funds’ from the drop-down menu. At the login screen, select ‘Fund Managers and Advisers’.
Navigating the adviser portal
This video will show you how to navigate the adviser portal.
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.