subscribe to our newsletter
Cleardocs partners up with Macquarie

Cleardocs partners up with Macquarie

16 September 2014 — 1 minute read

Cleardocs has integrated with Macquarie’s Cash Management Account application process, according to a statement released yesterday.

The new integration allows users to initiate a Macquarie CMA application at the same time as establishing their Cleardocs SMSF legal documents.

According to the statement, benefits of the integration also include simultaneous SMSF set-up and initiation of CMA application and pre-population and electronic submission of a CMA application.

“This initiative further demonstrates how the integration of products with existing platforms can save valuable time for advisers in meeting the needs of their SMSF clients,” said Macquarie Banking and Financial Services head of cash product, Peter Forrest.

Lisa Galbraith, general manager at Cleardocs said the business is pleased to have established this integration with Macquarie.

“Our philosophy to provide a clear and easy to use platform has been amplified further through this integration with Macquarie,” she said.

Cleardocs partners up with Macquarie
smsfadviser logo
join the discussion

Are you currently covered by an AFSL to provide limited or full financial advice?


Get the latest news and opinions delivered to your inbox each morning

In this month's issue:

  • Time wrap
  • The tech bull run
  • From hobby to passion
  • Golden Years
  • An untimely reminder
  • Why change is so difficult
  • Key Strategies for equalising super