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 access to a focused range of investments from the MLC Horizon, Index Plus and Inflation Plus portfolios and the Cash Account, with a simpler fee structure. 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.