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The Professionals Choice
Providing tax, superannuation and trust education and precedent products
Mandatory from 1 July 2026 — The AML/CTF Amendment Act 2024 extends obligations to accounting and legal practices. Don't be caught without a compliant program.
AML/CTF Compliance Platform

Compliance built
for accounting
practices.

The most comprehensive AML/CTF compliance platform in Australia — a guided setup wizard, 26 training modules, AUSTRAC reporting and white labelling. Everything your practice needs to meet its obligations from day one.

Plans starting from $90 /month · No setup fee · Training included
26
Training modules
all roles covered
5
Roles managed
Staff · CO · SM · GB · Admin
7yr
Record retention
enforced automatically
$0
Setup fee
on any plan, ever
Platform at a glance
AML/CTF Program Builder
Guided wizard generates your compliant program and ML/TF Risk Assessment, customised to your practice
KYC & KYB Verification
Identity verification for individuals, body corporates, trusts, partnerships and SMSFs
AUSTRAC Reporting
SMR, TTR and CBM reporting workflows with deadline tracking and tipping-off protection
White Labelling
Present the platform under your practice brand — included on every plan
Deed & Company Integration
Seamless workflow between AML verification and MGS trust deeds, companies and superfunds
1 July 2026
Obligations become mandatory
AML/CTF Act 2024
Extends to accounting & legal practices
From $90/month
$0 setup fee · training included
Compliant from Day One
Program, training & AUSTRAC reporting built in
Start Now
Pricing

Plans from $90 per month

No setup fee on any plan. Training and a dedicated account manager included with every subscription. All prices exclude GST.

All prices exclude GST
Essential
Essential
$90/month +GST
Professional
Professional
$320/month +GST
Ultimate
Ultimate
$590/month +GST
Monthly verification credits$60$200$400
KYC per check$15$10$10
KYB per check$20$15$15
Unlimited users
White labelling
Macquarie TV (40+ hrs CPD)
Deed and Company integration with AML
Trust deed pricingfrom $300from $200from $100
Company pricing$867$811$711
FTE/IEE analyserComing soon
Transactions document generatorComing soon
Branded marketing material
Complex transaction support

Your AML program —
built for you

The setup wizard creates the two foundational documents every reporting entity must have. Answer guided questions about your practice and the platform does the rest.

Setup

Guided Setup Wizard

A structured series of questions about your designated services, client types, geographic exposure and risk profile generates your compliant AML/CTF Program from day one.

Documents

AML/CTF Program

Auto-generated, customised to your practice's designated services and risk profile. Includes the Program Changes register and Annual Compliance Report framework.

Risk

ML/TF Risk Assessment

Documented money laundering and terrorism financing risk analysis, customised to your client base and service mix. Maintained and updated as your practice evolves.

Verification

KYC — Know Your Customer

Identity verification for individuals — plus the people behind body corporates, trusts, partnerships and SMSFs. Beneficial ownership, associated persons and controlling interests all captured.

Business

KYB — Know Your Business

Entity-level due diligence covering body corporates, trusts, partnerships and SMSFs — with verification of controllers, beneficial owners and ultimate beneficial ownership chains.

Records

7-Year Record Retention

Enforced automatically per ss 107–108 of the AML/CTF Act. Verification records, transaction histories and program documents retained without manual intervention.

Macquarie AML client onboarding — identity verification flow

Seamless workflow from verification to execution.

Macquarie AML is the only compliance platform built with direct integration into the MGS trust deed, company and superfund document suite. Verify your clients once — and flow straight through to document preparation, all within a single connected workflow.

Client identity verification completed through Macquarie AML automatically informs trust deed and company orders through Corporate Solutions — eliminating duplication, reducing risk of error and cutting time from client onboarding to document delivery.

1
Verify the client in Macquarie AML
KYC and KYB checks completed, beneficial ownership confirmed, records retained for 7 years automatically.
2
Flow through to Corporate Solutions
Client data flows to the trust deed or company order — no re-entry, no duplication, no compliance gaps.
3
Integrated pricing across both platforms
AML subscribers receive discounted trust deed, company and superfund pricing — from $100 on the Ultimate plan.
Trust Deed Orders
Discretionary trusts, unit trusts, hybrid trusts, SMSFs and specialist structures — all with AML-integrated onboarding. Deed pricing from $100 on Ultimate plan.
Company Registrations
Company incorporations with AML-verified directors and shareholders flowing through the same integrated workflow. $711 on Ultimate plan.
Superfunds
SMSF deed orders with trustee verification integrated — individual and corporate trustee structures. Superfund pricing from $100 on Ultimate plan.
Free Corporate Solutions Access
Every AML plan includes access to Corporate Solutions — trust deeds, companies and superfunds — as part of the integrated workflow.

26 modules. Every obligation. Every role.

Every module covers a specific AML/CTF obligation — from customer identification and due diligence through to AUSTRAC reporting, tipping-off protections, governance and annual compliance responsibilities. No obligation is left uncovered.

Video and document format, designed for initial training and annual refresher delivery across all five roles — Staff, Compliance Officer, Senior Manager, Governing Body and Admin.

Awareness Program
Customer Due Diligence
Escalation Procedures
Tipping-Off Obligations
SMR Obligations (CO)
TTR / CBM Reporting (CO)
Program Maintenance (CO)
AUSTRAC Reporting (CO)
Compliance Monitoring (CO)
Governance & Oversight (SM)
Risk Review (SM)
Governing Body Obligations
ACR Review (Ongoing)
Annual CO Refresher
SM/GB Annual Refresher
+ 11 more modules
26
Training Modules
All staff, CO, SM and Governing Body obligations — initial and ongoing — covered in full
5
Roles Managed
Staff · Compliance Officer · Senior Manager · Governing Body · Admin
Unlimited Users
All practice staff on one subscription — no per-seat cost, ever

Built-in reporting — SMR, TTR & CBM

All three AUSTRAC reporting obligations are handled within the platform — with escalation workflows, deadline tracking and tipping-off protections built in from day one.

SMR
Suspicious Matter Report
Escalation workflow from staff to Compliance Officer, internal review, submission and record-keeping. Deadline tracked from detection. Tipping-off protection built into the process at every step.
Compliance Officer
TTR
Threshold Transaction Report
Physical currency transactions of $10,000 or more (s 43). The 10 business day deadline is auto-calculated from the transaction date. Amount, parties and method all recorded in the required format.
10 Business Days
CBM
Cross-Border Movement
$10,000 or more crossing Australia's border (s 53). Direction of movement, method of transport and currency type all recorded. Integrated with the platform's risk assessment framework.
Section 53
Every Plan

Included in every plan

Everything a practice needs from day one — no hidden extras, no per-seat costs.

Unlimited AML Users
All staff on one subscription — no per-seat cost on any plan.
Dedicated Account Manager
Real support and training, included with every plan — no extra charge.
Free Corporate Solutions
Trust deeds, companies and superfunds — integrated workflow, no additional access fee.
7-Year Record Retention
Enforced automatically per ss 107–108. No manual archiving required.
White Labelling
Present the platform under your practice brand — included on every plan.
Macquarie TV — 40+ hrs CPD
Full subscription to seven shows. Weekly Tax News, Monthly Tax Update and more.
Deed & Company Integration
Seamless workflow across the MGS AML and document platforms — built in.
$0 Setup Fee
No setup fee on any plan, ever. Training and onboarding included.

40+ hours of CPD,
every year.

Every AML plan includes a full Macquarie TV subscription. Seven shows, fresh content every month — all CPD-accredited and streamable from your browser, tablet or phone.

Weekly Tax NewsWeekly
Monthly Tax & Super UpdateMonthly
State Tax UpdateMonthly
Special EditionAs released
Learn more about Macquarie TV
Macquarie TV
40+
hours of CPD per year, included
Seven shows, fresh content monthly
CPD-accredited across all episodes
Browser, tablet or phone — anywhere
Included on every AML plan
Weekly Tax News keeps you current
View Macquarie TV
Get Started

Ready to build your
AML/CTF program?

Sign up to begin, or take the demo for a tour of the platform first.
Plans from $90/month. No setup fee. Training included.

Questions? Call (02) 9231 5111 or email contact@macquariegs.com.au

Still have questions?
Feel Free to Get in Touch With us
You can find us here:
Level 7, 77 Castlereagh St, Sydney, 2000
Postal Address: GPO Box 512
Sydney, NSW 2001, Australia
Phone: (02) 9231 5111
Email: contact@macquariegs.com.au
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