Welcome to MasterKey Custom
MasterKey Custom is a premium investment and administration service, helping you build custom-made solutions to increase and protect wealth for your clients. It provides a solution in every tax structure: investment, public offer superannuation and self managed super - and comprehensive online transaction and reporting to help manage your clients efficiently.
MasterKey Custom is ideal for clients who want to access a broad range of investments such as:
- Managed Investment Options
- ASX Listed Investment Options
- Direct Fixed Interest
- Private Assets
With a competitive fee structure that is simple and transparent, MasterKey Custom makes it easier for your clients to understand how much they are paying for advice, administration and investments.
Used in conjunction with MLC's insurance and debt products, MasterKey Custom can help you provide financial solutions for all your clients. MasterKey Custom provides financial planning and investment solutions for fully discretionary clients, with an extensive investment menu in every tax structure.
MasterKey Custom Investment Service
An Investor Directed Portfolio Service (IDPS) offering your client's access to Managed Investment Options and ASX Listed Investment Options with the ability to report on Private Assets. The premium solution for clients who have diverse investment needs and want you to be involved in the management of their portfolio.
MasterKey Custom Superannuation
A public offer superannuation fund offering a convenient, tax-effective way for your clients to save for retirement. As well as a comprehensive investment menu (including ASX Listed Investment Options), it has pension choice with a seamless transfer between superannuation and pension phases with flexible estate planning options.
MasterKey Custom Self Managed Super
Offers trustees a complete package to support the operation of a self managed super fund (including compliance and reporting). Members benefit from an extensive investment menu and flexible superannuation and pension solutions.
More information
For more information on MasterKey Custom contact your PDM, MasterKey Custom on 1800 647 009 or visit www.masterkeycustom.com.au
Important information
The information above is solely for the use of authorised financial advisers and is not intended for distribution to investors and potential clients. While all reasonable care has been taken in producing the information above, subsequent changes in circumstances may occur at any time and impact the accuracy of the information.
The information above is intended to provide general information only and should not be used as the basis for any investment, financial or other decision. It has been prepared without taking into account any particular person's objectives, financial situation or needs. Authorised financial advisers should, before advising a client about MasterKey and or MasterKey Custom products or services, or National Margin Lending, consider the appropriateness of the information above having regard to the client's particular personal objectives, financial situation and needs. Before deciding whether to acquire, hold or invest through a MasterKey and or MasterKey Custom product or service or establish a National Margin Lending Facility, authorised financial advisers and their clients should also consider the relevant Financial Services Guide (FSG) Product Disclosure Statement (PDS) or other disclosure statement available, or soon to be available, at mlc.com.au or for National Margin Lending, obtainable from national.com.au/margin lending.
MLC Investments Limited (ABN 30 002 641 661 AFSL 230705) is the issuer of interests in the MLC MasterKey Cash Management Trust and the MLC MasterKey Unit Trust funds. MLC Investments Limited is the Operator of the MasterKey Custom Investment Service, MasterKey Custom Self Managed Super and the MLC MasterKey Investment Service. MLC Nominees Pty Limited (ABN 93 002 814 959 AFSL 230702) is the issuer of MLC MasterKey Superannuation, MLC MasterKey Business Super, MLC MasterKey Term Allocated Pension, MLC MasterKey Allocated Pension and MLC MasterKey Protection Essentials Super and the Trustee of MasterKey Custom Superannuation. MLC Limited (ABN 90 000 000 402 AFSL 230694) is the issuer of insurance available through MasterKey Custom Superannuation and MasterKey Custom Self Managed Super and the issuer of MLC MasterKey Annuity, MLC MasterKey Protection Essentials, MLC Personal Protection Portfolio, MLC Life Cover Super, National Margin Lending is a facility provided by National Australia Bank Limited (ABN 12 004 044 937 AFSL 230686). National Australia Bank Limited is the issuer of the National Margin Lending Cash Management Account that may be used in conjunction with National Margin Lending.
An investment in any MasterKey and or MasterKey Custom product or service does not represent a deposit with, or liability of, the National Australia Bank, and is subject to investment risk, including possible delays in repayment and loss of income and capital invested. National Australia Bank does not guarantee the capital value or performance of any MasterKey and or MasterKey Custom product or service.
Copyright © MLC