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MACQUARIE CASH MANAGEMENT ACCOUNT (CMA)

TOPDOCS - ACCESSING MACQUARIE’S NEW STREAMLINED MACQUARIE CMA APPLICATION PROCESS

Topdocs is pleased to announce that it is the first company to integrate with Macquarie’s new streamlined Macquarie CMA application process.

This integration will enable Topdocs users to initiate an application for a Macquarie CMA at the same time as setting up their SMSFs.

Through the integration, you will also be able to register the corporate trustee for the super fund, apply for an ABN and prepare an investment strategy, all using the one online form.

If you have a Macquarie Company Code you will also be able to link your client’s Macquarie CMA to your Macquarie code.

In addition, if you are a non-afsl holder such as an accountant, you will be able to initiate an application as an expression of interest in a Macquarie CMA on behalf of your clients.

HOW DOES IT WORK?

This new integration is available from within the Topdocs Document Portal. Simply register or login, then select to order an SMSF Establishment.

At your order reference screen you are given the option to also register a corporate trustee, prepare an ABN and/or investment strategy, and initiate an application for a Macquarie CMA at the same time as establishing your SMSF.

Simply select the Macquarie CMA option, complete the requested information and submit it, and Topdocs will send your client’s information electronically to Macquarie.

Only minutes later you will receive an email from us with your client’s new Macquarie CMA account number and a link to finalise the account application with Macquarie. This link will be pre-populated with answers from your order with Topdocs – meaning you and your client will only have to complete a few fields to finalise the CMA application.

If you have elected to link your client’s Macquarie CMA to your own Macquarie Company Code and you hold an AFSL licence, Macquarie will send the finalisation link directly to you to review, which you in turn can forward to your client to review, complete and submit. If you do not hold an AFSL, the finalisation link will be sent directly to the applicant (ie one of the Fund Trustees) to review, complete and submit to Macquarie.

KEY BENEFITS OF THE INTEGRATION

  • Significant time savings – one form lets you set up everything for your SMSF
  • Account number provided via email immediately after submission of your Topdocs order
  • Electronic ID verification of the Trustee's ID

DOWNLOADS

Download instructions on how to utilise this great new integration:

download Topdocs - Macquarie CMA Integration Instructions
download How to Generate a Macquarie ESI Code

MORE INFORMATION

For more information please contact the team at Topdocs on 1300 659 242.