| Minimum initial investment |
Not available to new investors. |
|---|---|
| Minimum additional investments |
$500 per investment option, or $200 per investment option with a Regular Savings Plan |
| Minimum withdrawal | $500 per investment option, or No minimum with a Monthly Payment Plan |
| Account options | BPAY, direct debit, or cheque additional investments Transact by phone, fax, email, or mail Regular Savings Plan Monthly Payment Plan |
| Fees and costs | Refer to the current PDS for further information on fees and costs. |
| Fee refunds by MLC | You can qualify for fee refunds of up to 0.32% p.a. based on your individual or family-linked MasterKey portfolio balance.* |
| Rebate of asset-based commission |
Your financial adviser may choose to rebate part or all of their asset-based commission (otherwise known as "trail" commission) to your account as additional units |
| Reporting | Quarterly statements mailed to you, or available online at mlc.com.au Annual statement (including audit report) Consolidated tax statement (including guide to completing your tax return) |
| Margin Lending | You can borrow from a margin lender to invest through the MasterKey Unit Trusts. NAB Margin Lending offers margin lending services at nab.com.au/marginlending |
| Transfer to MLC to the MasterKey Investment Service |
Unit Trust investors can transfer their units into the MasterKey Investment Service without incurring capital gains tax. (Stamp duty will be paid by MLC). The Service offers access to existing MLC investment options plus a wide range of externally-managed investment options. |
* Terms and conditions apply. Please refer to the current Product Disclosure Statement for further details.
Registered to BPAY Pty Ltd ABN 69 079 137 518.