that creates portfolios with real value.
that make advice easier.
for peace of mind when it counts.
for complete wealth solutions.
We create real value for your clients through MLC’s expertly managed multi-asset, multi-manager investment portfolios, single-asset class multi-manager funds, and quality single-manager funds managed by world-class investment managers. We have investment options for every stage of life for your clients.
Quality investment options for your clients through
MLC Inflation Plus, Horizon and Index Plus portfolios,
giving you and your clients a vast choice of readymade
portfolios to suit different client needs.
Implement a core-satellite approach to investing
with our quality multi-manager, single-manager
funds and term deposits, provided by globally
recognised fund managers, including MLC.
Our market-leading investment approach uses 50+ forward looking
scenarios as part of our Investment Futures
Framework. Our Framework helps us work out the best combination of asset classes to achieve our portfolios’ objectives.
Build client confidence with a transparent view of
how your clients’ money is being invested and
performing through our Fund Profile Tool and
We’ve built the tools you need to give more to your clients, create even better relationships, and manage and grow your own business.
Show your clients their options and how their investments are performing with our interactive Fund Profile Tool.
MasterKey Fundamentals is designed to take your clients from job to job and into retirement. It’s easy to manage and change as they move through life.
Quick, easy access to customisable
reports that help engage clients
and fine-tune your business.
Our flexible insurance options are designed to protect your clients and the people and things they love when the unexpected happens.
Your clients can choose from three simple
levels of Death and TPD cover, without the
need for underwriting.
Investment Protection options offer downside protection while allowing upside growth,
giving you confidence
during market ups and downs.
Fee reductions on MLC MasterKey Fundamentals
Effective from 1 April, we’re reducing administration fees on MLC MasterKey Super, Pension and Investment Fundamentals for existing and new clients. These fee changes are all about providing more competitive outcomes for your clients. To find out more, contact a BDM.
MasterKey Super Fundamentals can help you lower overall costs for your clients by offering a low fee for balances under $50,000; competitive percentage tiered fees; and a maximum fee cap of $2,500 pa.
MasterKey Super and Pension Fundamentals administration fees
|Account balance||Fees from 1 April (pa)|
Tiered % fee
A fee of $1.50 per week if your account balance is below $50, 000 when the Administration fee is deducted.
We also offer a range of flexible Adviser Service fee options, allowing you and your clients to choose a strategy that’s right for you. For the most up-to-date information on our fees and costs, see our MLC MasterKey Super Fundamentals Product Disclosure Statement (PDF).
|MLC MasterKey Super & Pension Fundamentals Product Disclosure Statement (PDF)|
|MLC MasterKey Super & Pension Fundamentals How to Guide (PDF)|
|It's easy to contribute - MLC MasterKey (PDF)|
|MLC MasterKey Investment Protection brochure (PDF)|
|Update account details form (PDF)|
|Beneficiary nomination form (PDF)|
The following investment options are available in MLC MasterKey Super Fundamentals:
For more information on the above funds, see our investment menu.
You can enjoy quality insurance benefits with Lifestage insurance (our default option):
When you apply for insurance after you join, we will ask you questions about your employment, pastimes and medical history. If successful, specific occupation loading and/or medical exclusions may apply.
Important Information and disclaimer
Information current as at March 2019. This communication has been prepared for the general information of advisers only. It does not take into account any investor's objectives, financial situation or needs. Investors should consider its appropriateness having regard to these factors before acting on the information. Any opinions expressed constitute our views at the time of issue and are subject to change.