Create New UMA

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

• Read the Introduction to UMA Select and Part C describing the portfolio solution on offer.
• If you do not have a Macquarie CMA then you will be required to open a Macquarie CMA in the same name as the name under which you will be operating your UMA Select Account.
• Select the broker(s) you and your adviser wish to use from the Panel of Brokers available.
• Include the amount you wish to invest in the UMA Service in a cheque made payable to 'OneVue Managed Account'.
• If you wish to invest in a Separately Managed Account, you will need to read the UMA Select Managed Account PDS - Part A and UMA Select Managed Account PDS - Part B. You will also need to complete Sections 9-12 of the Application Form.
• If you wish to use the Wholesale Managed Funds Service, you will need to read UMA Select Wholesale Managed Funds Service Guide and complete the UMA Select Wholesale Managed Funds Service Application Form.
  
• Open a Macquarie Cash Management Account after reading the Product Information Statement for the Macquarie Cash Management Account.
• Complete the UMA Select Application Form and any additional identification requirements. Note: Be sure to provide the additional documentation required outlined in the Application Form.

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

• Read the Introduction to UMA Select and Part C describing the portfolio solution on offer.
• If you do not have a Macquarie CMA then you will be required to open a Macquarie CMA in the same name as the name under which you will be operating your UMA Select Account.
• Select the broker(s) you and your adviser wish to use from the Panel of Brokers available.
• Include the amount you wish to invest in the UMA Service in a cheque made payable to 'OneVue Managed Account'.
• If you wish to invest in a Separately Managed Account, you will need to read the UMA Select Managed Account PDS - Part A and UMA Select Managed Account PDS - Part B. You will also need to complete Sections 9-12 of the Application Form.
• If you wish to use the Wholesale Managed Funds Service, you will need to read UMA Select Wholesale Managed Funds Service Guide and complete the UMA Select Wholesale Managed Funds Service Application Form.
  
• Open a Macquarie Cash Management Account after reading the Product Information Statement for the Macquarie Cash Management Account.
• Complete the UMA Select Application Form and any additional identification requirements. Note: Be sure to provide the additional documentation required outlined in the Application Form.

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.