| 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 (including rollovers) | ||
| Transaction options | ||
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| Fees and costs | ||
| Flexible fee options are available. 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. | ||
| 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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| Tax Management | ||
| Financial advisers can access our sophisticated tax management processes- helping you minimise your tax liabilities. | ||
| Term Deposits | ||
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| Estate Planning | ||
Death benefit beneficiary options:
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| Transfers to pension | ||
| Your clients can transfer their investments from super to pension without incurring transaction costs or selling the underlying investments. | ||
| Insurance | ||
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