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Investment products

Build strong client products. Investment products that suit their needs.

Everyone’s financial plan is different. That’s why we’ve created a range of investment products to help you manage and build your clients’ wealth outside of super.

Our investment platforms give you the flexibility to respond to the investment needs of your clients as their goals change over time, while supporting your business at the same time.

MLC MasterKey Investment Service Fundamentals

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


MLC Wrap Investments Series 2

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


MLC Navigator Investment Plan Series 2

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


nabtrade

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

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


NAB Equity Lending

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


NAB Term Deposits

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

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