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MLC Wrap Self Managed Super - Features and benefits

Fund establishment services
We take care of all your fund establishment needs, including: preparing and lodging the paperwork to register your fund organising your fund’s TFN and ABN, and providing a standard trust deed. Or, we can help you transfer administration of your existing self managed super fund to us.
Fund compliance and administration services
MLC Wrap Self Managed Super offers a comprehensive fund compliance and administration service to take care of your ongoing: tax and statutory reporting annual audits, and trust deed requirements. We also perform daily maintenance of records at a fund and individual member level.
Extensive choice of investments
Over 300 managed investments Over 500 ASX-listed investments including direct shares, exchange traded funds (ETFs), listed investment companies (LICs), and instalment warrants Separately Managed Account (SMA) – gives access to 8 direct share portfolios Term Deposits: 1 month, 2 months, 3 months, 6 months, 1 year and 2 years terms available Download the MLC Wrap Self Managed Super Investment Menu
Private asset administration service
We can also administer and report on your private assets, such as investment properties and private trusts.
Personal insurance
An award-winning range of Protection,em>first insurance can be linked to and paid for from your MLC Wrap Self Managed Super account including Life, Total and Permanent Disability and Income Protection. Find out more about Protectionfirst
Minimum initial investment
$20,000 without a Regular Investment Facility $3,000 with a Regular Investment Facility
Investment minimums
	Managed investments	Listed investments	Term deposits	SMA
Initial investment	$0	$2,000	Varies by issuer	$10,000 per model portfolio
Additional investments	$0	$500	Varies by issuer	$0
Contribution options
BPAY® direct debit (regular or one-off) cheque EFT in-specie transfer
Pension options
Account-based pension Transition to retirement pension Term allocated pension
Fees and costs
See the MLC Wrap Self Managed Super Service Guide for detailed information on fees and costs.
Fee discounts
The minimum Administration fee of $100 per month will be reduced to $20 per month: for the first three months of your account if you have a regular investment facility, or if you pay your insurance premiums through MLC Wrap Self Managed Super.
Investment manager fee rebates
Some investment managers provide a rebate on their investment management fee, which we pass entirely back to your cash holding The investment manager fee rebates are shown in the Investment Menu.
Family group discount
You can link up to four MLC Wrap accounts held by you and your eligible family members as a ‘family group’ who may then receive a 10% discount on the Administration fee. MLC Wrap accounts include: MLC Wrap Super MLC Wrap Investments MLC Wrap Self Managed Super
Group Investment discount
MLC Wrap 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.
How we keep you informed
Quarterly and Annual statements Independent Audit Report Annual pension information (for pension members), and online access to information about your fund and its investments.

® Registered to BPAY Pty Ltd ABN 69 079 137 518

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