Getting started
- If you are creating a new SMSF, please click here. If not, follow the instructions below.
- If you are already familiar with opening a UMA account, please read the required documents and complete the UMA Application Form.
By opening a UMA Select account, you will also be opening:
- UMA Service. Important: To transact on this service, you will need to open and deposit funds in a Macquarie CMA.
- A Separately Managed Account.
UMA Select also gives you access to:
- Wholesale Managed Funds Service (optional).
- Macquarie Cash Management Account (CMA) - which is required for some services.
How to apply
Post application, documentation and cheque to UMA Select.
UMA Select
PO Box R1926
ROYAL EXCHANGE, NSW 1225
What you'll need
- Proof of identity (outlined in your application)
- Tax File Number (or exemption code)
- Proof of nominated bank account
- Additional documentation dependent on the type of account you are applying for (outlined in your application).
- Access to a printer
Any questions?
- Please call us on 1300 991 400.
- Email us
We are here to help.
Getting started
- If you are creating a new SMSF, please click here. If not, follow the instructions below.
- If you are already familiar with opening a UMA account, please read the required documents and complete the UMA Application Form.
By opening a UMA Select account, you will also be opening:
- UMA Service. Important: To transact on this service, you will need to open and deposit funds in a Macquarie CMA.
- A Separately Managed Account.
UMA Select also gives you access to:
- Wholesale Managed Funds Service (optional).
- Macquarie Cash Management Account (CMA) - which is required for some services.
How to apply
Post application, documentation and cheque to UMA Select.
UMA Select
PO Box R1926
ROYAL EXCHANGE, NSW 1225
What you'll need
- Proof of identity (outlined in your application)
- Tax File Number (or exemption code)
- Proof of nominated bank account
- Additional documentation dependent on the type of account you are applying for (outlined in your application).
- Access to a printer
Any questions?
- Please call us on 1300 991 400.
- Email us
We are here to help.