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EOFY opportunities

Discover opportunities this end-of-financial-year

Key dates for contributions

  • Important disclaimer:

    Please note: Funds need to be received by MLC by the following dates. Please allow 3-5 business days prior to Wednesday 30 June 2021 for BPAY or EFT payments to reach MLC. Please check with relevant financial institutions that funds will be received by this date. All times referenced below are in AEST.

    Electronic payments for Wrap and Navigator

    Payment Method
    To be received by
    What you'll need to make the payment
    BPAY
    Tuesday 5pm, 29 June
    1. Biller codes
      10959 - MLC Wrap Super, MLC Wrap Super Series 2.
      (Please note: limit of $1,000,000 for this transaction type.)

      514117 - MLC Navigator Retirement Plan, MLC Navigator Retirement Plan Series 2.
      (Please note: limit of $250,000 for this transaction type.)
    2. Customer Reference Number which is the relevant Contribution Code and your BPAY Reference Number.
    Contribution Codes and your BPAY Reference Number can be found in your statement.

     

    Advisers: Log into n-link, search and select your client and select Account Details tab, then click on the BPAY Details.

    Electronic Funds Transfer (EFT)
    Tuesday 5pm, 29 June

    To make an EFT payment, you’ll need to register via mlc.com.au/eft

    Once registered, you can find these details in Investor Online:

    1. Your client’s unique EFT identification number
    2. Our NAB account details

    Advisers: Log into n-link, search and select your client and select Account Details tab, then click on the Allocated EFT.

    One-off
    Direct Debit
    Mail
    Friday 3pm, 25 June
    You'll need to complete an Additional investments form
    n-link
    Friday 2pm, 25 June
    Advisers: Log into n-link, search and select your client and select Addition
    Credit Card Payments
    by phone
    Wednesday 5pm, 30 June
    Call 132 652 between 8am and 6pm AEST/AEDT, Monday to Friday (+61 3 8634 4721 if you are calling from outside Australia).


    Contribution by cheque

    For all cheque contributions, please make sure you provide a completed Additional Contributions form, cheque made payable to NULIS ATF MLC Super Fund. Cut off for all cheque contributions is Tuesday 5pm, 29 June.

    Product
    To be received by
    Make cheques payable to
    Address to
    MLC Wrap Super & Series 2



    Tuesday 5pm, 29 June



    The relevant product name
    (for example 'MLC Wrap Super').


    MLC
    GPO BOX 2567
    Melbourne VIC 3001
    MLC Wrap Investments & Series 2
    MLC Navigator Retirement Plan & Series 2
    MLC Navigator Investment Plan & Series 2


    Changes to Direct Debit arrangements

    If you would like to change your ongoing Direct Debit arrangements before the end of financial year, please submit a change request using an Update account details form by the following cut off dates.

    Advisers can also change the ongoing Direct Debit arrangements for their clients via n-link.

    Product
    Activity
    To be received by
    MLC Wrap
    (including Navigator)
    Direct Debit
    details changes
    Non credit card
    (Regular and one off)
    Wednesday 5pm, 23 June
    Credit card
    (Regular and one off)
    Wednesday 3pm, 23 June


    New account applications

    If you would like to open a new super account before the end of financial year, we’ll need to receive your paper application form and cheque contribution before Tuesday 3pm, 29 June 2021. We can only accept the request if the form is correctly completed.

    Advisers can do this via n-link.

    Notice of Intent to Claim forms

    All notice of intent to claim forms must be received prior to Wednesday 12pm, 30 June 2021, if you intend to claim a tax deduction for the previous financial year.

    In-specie transfer requests for MLC Wrap

    We’ll be accepting in-specie transfers until Friday 14 May and will aim to get these processed before the end of financial year.
    However, as these requests can be complex and involve external parties we can’t guarantee they will be finalised before 30 June 2021.
     

    MLC Wrap margin lending requests

    To make sure your margin lending requests are processed by end of financial year, please ensure that you meet the following request deadlines:

    Request
    To be received by
    New applications for companies or trusts Wednesday 5pm, 9 June
    New applications for individuals or joint borrowers Wednesday 5pm, 16 June
    New applications for geared accounts (without approval) Wednesday 5pm, 16 June
    New applications for geared accounts (with approval) Wednesday 5pm, 16 June

     

  • Important disclaimer:
    Please note:
    Funds need to be received by MLC by the following dates. Please allow 3-5 business days prior to Wednesday 30 June 2021 for BPAY or EFT payments to reach MLC. Please check with relevant financial institutions that funds will be received by this date. All times referenced below are in AEST.

    Electronic payments for MasterKey Business Super (MKBS), MasterKey Personal Super (MKPS) and MasterKey Super Fundamentals

    Payment Method
    Cut-off date 2021
    What customers need to make this payment?
    BPAY
    Wednesday 3pm, 30 June
    1. Biller code: 919688
    2. Your client’s Customer Reference Number.

    The BPAY details can be found by logging into mlc.com.au, on the Account details tab.

    Please note: limit of $1,000,000 for this transaction type.

    Electronic Funds Transfer (EFT)
    (MLC MasterKey Super Fundamentals only)
    Wednesday 3pm, 30 June
    1. BSB:
      082-382 for Employer (inc. Salary Sacrifice).
      082-396 for Personal (inc. Intent to claim a tax deduction).
    2. Your 7 digit MLC account number.
    Note: EFT contributions may take up to 72 hours to reach us.
    Only employer and personal contributions are available via this method.
    One-off Direct Debit
    Wednesday 3pm, 23 June
    1. Log into your account at mlc.com.au or
    2. You can complete an Additional and Regular Investments form.
    Credit Card
    Payments
    Online and mail
    (Received by)
    Friday 5pm, 25 June
    1. Log into your account at mlc.com.au or
    2. You can complete an Additional and Regular Investments form.
     
    By Phone
    Wednesday 3pm, 30 June


    Contribution by cheque

    For all cheque contributions, please make sure you provide a completed Additional Contributions form, cheque made payable to NULIS ATF MLC Super Fund. Cut off for all cheque contributions is Tuesday 5pm, 29 June.

    Product
    To be received by
    Make cheques payable to
    Address to
    MLC MasterKey Super and Fundamentals


    Tuesday 5pm, 29 June


    NULIS ATF MLC Super Fund

    MLC Masterkey
    GPO BOX 200
    North Sydney NSW 2059
    MLC MasterKey Business Super
    MLC MasterKey Personal Super

     

    Activity
    To be received by
    What you'll need to do
    New applications and accounts
    Friday 3pm, 25 June If you would like to open a new super account before the end of financial year, we’ll need to receive your paper application form and cheque contribution before Friday 3pm, 25 June 2021. We can only accept the request if the form is correctly completed.


    Changes to Direct Debit arrangements

    Activity
    To be received by
    Direct Debit details changes
    (Regular and one off)
    Non credit card Wednesday 3pm, 23 June
    Credit card Wednesday 3pm, 23 June

     

    Activity
    To be received by
    What is required
    Notice of intent to claim a tax
    deduction (FY19/20 claim)
    Wednesday 5pm, 30 June All notice of intent to claim forms must be received prior to Wednesday 5pm, 30 June, if your client intends to claim a tax deduction for the previous financial year.

     

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