Our MLC Wrap retirement solutions are MLC Wrap Super Series 2 and MLC Navigator Retirement Plan Series 2. Key features include:
- A regular pension in retirement or while your client continues to work after their preservation age if they choose
- Tailor your client's portfolio with access to the Core Investment List or full Investment List. The Core Investment List provides cost-effective access to a range of high-quality investment options including the MLC Horizon, Index Plus and Inflation Plus portfolios, six new SMA model portfolios (the MLC Managed Account Strategies), the Antares Income Fund and the Cash Account. The full Investment List features an extensive menu of over 350 Managed Funds, 500 ASX listed-securities, term deposits and Separately Managed Accounts (SMAs) model portfolios.
- Access tax management tools and comprehensive investment reporting
- Transfer seamlessly between super and pension phases
- Access estate planning solutions
Insurance from MLC can provide cover against the financial consequences of injury, sickness or death.
- Life Cover
- Total and Permanent Disability (extension to Life Cover)
- Accidental Death
- Income Protection
Transitioning to retirement
MLC Series 2 retirement solutions bring your client's super and pension investments together in the one place – making it easy for your clients to build their wealth and transition to retirement when they choose.