When looking at opportunities to build wealth, your clients want to feel confident that your investment decisions create a secure financial future.
The MLC Navigator Investment Plan is specially structured for a wide range of investors, whether they’re individuals, self-managed super funds, partnerships, trusts or companies.
We put you in control. With your help, your clients can create an investment plan that meets all their requirements. Whether their investment approach is aggressive, conservative or balanced, our range of options allows them to achieve two important goals: diversification and flexibility.
MLC Navigator Investment Plan at a glance:
For more information about the cash account, click here.
Looking after your investments can be complicated. It’s no good making money if you can’t enjoy it, so it makes sense to seek the advice of a financial adviser and to have all your financial affairs in one place.
What's more, MLC Navigator eReporting can make keeping track of your statements simple and environmentally-friendly.
Contribution payments
There are three easy ways for you to forward contributions to your MLC Navigator Investment Plan:
BPAY ®
This is the preferred payment method for fast allocation of contributions.
These codes are:
| Account name | Biller code |
|---|---|
| MLC Navigator Investment Plan | 514117 |
| Contribution type | Contribution code |
|---|---|
| Investment | 44 |
In summary, for a BPAY payment you would submit it as follows:
Biller Code: 514117
Customer Reference Number: Contribution code (44) + MLC Navigator BPAY reference number
Your MLC Navigator BPAY Reference Number can be found:
Cheque payment
If contributions are to be made by cheque, these must be made payable to MLC Navigator Investment Plan
In addition, an Additional/Regular Investment Form need to be completed.
Cheques and completed forms should be sent to:
Navigator Australia Limited
GPO Box 2567
Melbourne VIC 3001
Electronic Funds Transfer (EFT)
If you are unable to pay via BPAY, or cheque, you can register for EFT or call 1300 428 482 for information.
More information
If you require further information, please call Client Services on: 1300 428 482.
® Registered to BPAY Pty Ltd ABN 69 079 137 518
For important updates regarding MLC Navigator managed investments visit investment news.
To open an MLC Navigator Investment Plan, please speak with your MLC representative or call us on 1300 128 482 to be put in touch with one.
Navigator allows in specie transfers into the MLC Navigator Investment Plan. We’re able to accept investors' existing holdings in any of the managed funds and shares Navigator offers.
An in specie transfer is a process of transferring assets without selling the underlying investment product or security. This offers the benefit of not spending time ‘out of market’ during times of potential market growth and also saves on brokerage and transaction costs.
If your clients want to move their holdings into the investment environment, there are other benefits including:
Other important information to consider: