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  • Personal superannuation

Personal Superannuation

At MLC we recognise the importance of investing in superannuation as a long-term savings plan designed to help fund your clients' lifestyle in retirement.

Superannuation provides special tax concessions which offer versatile investment opportunities not always available to your client.

With this in mind we've developed a solution that helps your client grow their superannuation capital in a competitive and flexible fee structure environment.

To generate competitive investment returns, build wealth and take advantage of the tax incentives provided by the superannuation environment, MLC can assist you in helping your client make the most of their superannuation savings.

MLC offers the following superannuation solutions to enable your client to make the most of their money:

MLC Wrap Super MLC Wrap Super may be suitable for those advised clients who are looking for a sophisticated way to review and manage their super portfolio in one convenient place and who want access to an extensive range of investments.
MLC MasterKey Super MLC MasterKey Super may be suitable for your client if they're using your services, as a financial adviser, as MLC makes payments to you from the standard product fees.
MLC MasterKey Super Fundamentals MLC MasterKey Super Fundamentals may be suitable for your client if they're using your services, as a financial adviser, and want the flexibility to pay for that service on agreed terms.
MLC Navigator Retirement Plan The MLC Navigator Retirement Plan may be suitable for your client if they want a complete super and retirement service.
MLC Navigator Access Super & Pension MLC Navigator Access Super & Pension may be suitable for your client if they're using your services, as a financial adviser, value for money pricing and an easy to understand bundled pricing structure.

To get your client thinking 'super smart', we encourage them to take our MLC 1 Minute Super Check and find out if they could be doing more.

Our investment products are designed to support the delivery of quality advice, so you can see where your money is going and know that investment decisions are driven by your needs. Read more

To find out more about MLC superannuation products, download the product PDS or call the MLC Adviser Hotline on 133 652.


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