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Platforms for growth

We’re making some big changes to our platforms

We’re making it easier for your clients to invest

We’re launching a new high quality, competitively priced Core Investment List on our existing Series 2 Wrap offerings.

We’re repricing MasterKey Super & Pension Fundamentals and Index Plus so more clients can access our multi-manager expertise.

We’re transferring clients in legacy MasterKey super and pension products to MasterKey Fundamentals.

We’re investing for the future.

"These changes are part of our multi-year program to enhance and develop our platform offering. We’ll continue to refresh and invest to ensure we
deliver the best solutions."

Darren Stevens
Group Executive, Platforms. 

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Introducing our new Core Investment List on our Series 2 Wrap offerings

Access a focused range of high-quality investments at a lower cost.

In 2019 we significantly reduced the fees on our wrap platform. Our new Core Investment List makes our platform even more competitive.

Here's what our Core Investment List provides:

  • Access to a selection of our high-quality investment options from the MLC Horizon Portfolios, MLC Index Plus Portfolios, MLC Inflation Plus Portfolios, and the Cash Account
  • Competitive administration fee of $260 pa%^
  • Easy transition between the Core Investment List and the Full Investment List at any time – your clients keep the same account number

^Plus Government Levy Cost Recovery for super and pension members of up to 0.017% pa (estimated) capped at $40 pa and a cash account fee of 0.75% pa calculated on the daily MLC Cash Account balance.

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Access to our
multi-manager expertise for less

We’re repricing MasterKey Super & Pension Fundamentals and Index Plus.

In 2019 we made significant cuts to fees across our MasterKey platforms. In April 2020, we’re repricing again so more clients can access our portfolios for less.

MasterKey Super and Pension Fundamentals will deliver more value for portfolios greater than $150k. The new, lower-priced MasterKey is an even better way for clients to access our proven multi-manager expertise and investment options from other managers.

We’re also repricing Index Plus to a flat investment fee of 29 bps. MLC Index Plus gives clients access to MLC’s proven investment expertise, powerful diversification and the benefits of active management where it matters most - all at a market-competitive price.  

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Transferring your clients to MasterKey Fundamentals

We’re transitioning your MasterKey clients to a new, more contemporary product suite.

From mid-2020, we're moving all clients in legacy MasterKey super and pension products to MLC MasterKey Super & Pension Fundamentals.

As a result of these changes, almost all transferring clients are estimated to be better off with a reduction in fees and broader investment choice.

We’ll also support you through the whole process. We’ve built an adviser toolkit with information and tools to assist you through the transfer period.

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Investing for the future   

We’re laying down a roadmap for the future of our platforms.

We want to be your platform provider of choice and we’re committed to ensuring we offer contemporary platform solutions. We understand how important this is for you, and for your clients.

Looking forward, we will continue to develop and invest in our platforms to maintain and future proof our offering. We’ll have some announcements in the coming months.

It is your continued support that enables us to pursue these opportunities. We are passionate about helping your clients, and we’ll keep on consulting you about what you and your clients need. 

Support and expertise to help you and your clients

Exceptional support

Our large support team has a solid track record of providing day-to-day help as well as technical support to advisers during regulatory change. 

Investment expertise

We’re Australia's most experienced multi-manager, designing and managing investment portfolios for more than 35 years. Our platforms provide access to our expertly managed multi-manager portfolios and other quality investment options, which enable you to develop the strategies you need for your clients, whatever their life stage or goals.

A renowned brand

We’re one of the largest and most well-known Australian wealth management specialists. We’re building wealth for 1.2 million customers, helping to manage their super, investments and insurance.