Investments

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MLC MasterKey Investment Service Fundamentals - Main features and benefits

Choice of
Managed Funds		 View our range of investment options
Minimum initial
investment		 $5,000 per account, or
$2,000 per account with a Regular Investment Facility
Please note: a $1,000 minimum initial investment per investment option applies
Minimum
additional
investments		 $500 per investment option, or
$200 per investment option with a Regular Investment Facility
Minimum
withdrawal		 $500 per investment option, or
$200 per investment option with a Regular Withdrawal Facility
Account options
  • BPAY, direct debit, or cheque additional investments
  • Transact by phone, fax, email, or mail
  • Regular Investment Facility
  • Regular Withdrawal Facility
Fees and costs Refer to the current FSG/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 your family- linked MasterKey portfolio balance.
Fund manager
payments		 Fund manager payments for our externally managed investment options have been negotiated by MLC. These payments are passed straight on to you as additional units to your account.
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)
  • Capital gains/losses reporting available online.
Margin Lending
  • You can borrow from a margin lender to invest through the MLC MasterKey Investment Service Fundamentals
  • If you use NAB Margin Lending to invest in the Service then you will be able to view your loan balance online or on your quarterly statement.
Transfers from
other services
(or platform providers)		 You may be able to transfer your units from other service providers into MLC MasterKey Investment Service Fundamentals without incurring capital gains tax. Speak to your financial adviser or call us for more information.

Terms and conditions apply. Please refer to the current Combined Financial Services Guide and Product Disclosure Statement for further details.

Registered to BPAY Pty Ltd ABN 69 079 137 518.

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