| Investment Options | ||
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| Minimum initial investment | ||
| Feature | Lump Sum | Regular Investment Facility |
| Initial investment into the service | $20,000 | $3,000 |
Additional investment per:
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| Minimum additional investments | ||
| Feature | Lump Sum | Regular Investment Facility |
| Initial investment into the service | $5,000 | $200 |
Additional investment per:
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| Minimum withdrawal | ||
| $500 minimum amount per withdrawal | ||
| Transaction options | ||
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| Fees and costs | ||
| Flexible fee options are available. Speak to your financial adviser about this and for full details on fees and costs, refer to the current Financial Services Guide. | ||
| Fee discounts | ||
| You may qualify for a fee discount by linking accounts with your immediate family members or members of your SMSF. | ||
| Group Investment discount | ||
| MLC Navigator accounts that hold $400,000 or more in managed investment options issued by the NAB group of companies will receive up to 10% pa reduction on the total administration fee. Download a list of investments eligible for the discount. Please note that some investments shown may no longer be available for new investment. However, existing holdings in any of the investments are eligible for the Group Investment discount. |
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| Reporting | ||
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| Margin Lending | ||
| You can borrow funds to invest through the MLC Navigator Investment Plan using the Select Margin Loan. The Select Margin Loan is an integrated margin lending solution offered through Navigator with Leveraged Equities as the margin lender. It can offer instant confirmation on switches, additions and withdrawals. | ||
| Tax Management | ||
| Your financial adviser has access to our sophisticated tax management processes- helping you minimise your tax liabilities. | ||
| Term Deposits | ||
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| Cash management | ||
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