Macquarie Equity Lever: Investment Receipt Numer

Hi all,

We’ve updated our documentation on setting up the Macquarie Equity Lever. When setting up the feed, you’ll need to enter an Investment Receipt Number, this is also known as an IR Code on the Macquarie Lever Statement.

We’ve also updated our existing documentation on splitting out assets from an investment wrap (e.g. a Macquarie Lever wrap). We recommend that it’s best to split Australian equities (account code 77600) to account 72300 (derivatives) to avoid any conflicts with other funds.

You will also need to tick the LRBA checkbox for each of the 72300 asset accounts.

More details here:

https://360help.com.au/display/doc/Macquarie+Equity+Lever#Add+Feed

https://360help.com.au/pages/viewpage.action?pageId=24381814

If you have any questions, as always, ask below!