Investment products

An easy-to-manage investment solution with sophisticated options to grow and protect your client’s wealth.

• Access to sophisticated investment solutions from some of the best investment managers in Australia and overseas
• Adjust your client’s portfolio to match their changing investment needs
• Online account access, reporting and transactions

Make sophisticated investing easier and build your client’s wealth with access to an extensive investment menu.

• Tailor your client’s portfolio from an extensive investment menu including Separately Managed Account portfolios
• Allows for margin lending and wealth protection
• Access tax management tools and comprehensive investment reporting

Build a strong and diversified portfolio for your client that builds their wealth and supports their personal investment objectives.

• Tailor your client’s portfolio from an extensive investment menu
• Allows for margin lending and wealth protection
• Access tax management tools and comprehensive investment reporting

Your client can open a nabtrade online trading and cash account, and start trading today.

• Trade online from $14.95 for trades under $5,000 (+ Foreign Exchange for international trades)
• Simple, elegant and intuitive share trading platform
• More research recommendations than any other online broker

NAB Equity Builder is not a margin loan, but rather a principal & interest investment loan that allows clients to borrow to invest in managed funds, ETFs and LICs without worrying about margin calls.

• Broad range of investment choice with over 950+ managed funds to choose from
• $10,000 minimum loan amount
• No margin calls

A margin loan from NAB Equity Lending is a flexible investment loan that can be used for investment purposes such as investing in shares and managed funds.

• Low minimum loan amount
• Broad investment choice
• Attractive interest rates

There are various ways for you and your clients to access NAB Term Deposits.

• MLC MasterKey Super & Pension Fundamentals
• MLC Wrap (including Series 2)
• MLC Navigator (including Series 2)

NAB Cash Manager can help you manage your clients’ investment cash flow and is available on MLC MasterKey.

• A competitive interest rate calculated daily and paid monthly on the entire balance
• No monthly account service fee
• Unlimited access at no extra cost via NAB Internet and Telephone Banking, NAB ATMs, NAB branches, BPAY®, Telephone Withdrawal Facility, Facsimile Instruction Facility, and cheque book