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Forms & documents

  • Make an additional investment to your account.

    21/06/18: Please note that the following MLC Style Funds will be closed to new investors on MasterKey Unit Trust (MKUT) and MasterKey Investment Service (MKIS) in mid-July 2018:

    • MLC Australian Share Value Style Fund
    • MLC Australian Share Growth Style Fund
    • MLC Global Share Value Style Fund
    • MLC Global Share Growth Style Fund 

    Investors in these products will receive a letter in July explaining more about the change.

     Online

    Login to your secure online portfolio, click on your investment account and then click on Additional investment

    Need help? View our FAQ for a step by step guide to adding money to your account online.

     

    Download a form

    Download and send us a completed form relating to your account:

    MLC MasterKey (PDF)

    MLC Wrap and MLC Navigator (PDF)

  • Update your account details, Tax File Number, Australian Business Number, authorised representative or link your account to another investor.

    Online

    Login to your secure online portfolio and click on Edit beneath TFN & ABN to update update your Tax File Number or Australian Business Number. 

    To update your authorised representative, click on your super account > Other transactions > Update authorised person

    Need help? View our FAQ for a step by step guide to updating your Tax File Number or Australian Business Number online.

     

    Download a form

    Download and send us a completed form relating to your account:

    MLC MasterKey (PDF)

    MLC Wrap and MLC Navigator (PDF)

  • Update your bank details.

    Download a form

    Download and send us a completed form relating to your account:

    MLC MasterKey (PDF) - this form can be used for accounts in:

    • MLC MasterKey Investment Service (including Fundamentals)
    • MLC MasterKey Unit Trust
  • Switch your investment.

    21/06/18: Please note that the following MLC Style Funds will be closed to new investors on MasterKey Unit Trust (MKUT) and MasterKey Investment Service (MKIS) in mid-July 2018:

    • MLC Australian Share Value Style Fund
    • MLC Australian Share Growth Style Fund
    • MLC Global Share Value Style Fund
    • MLC Global Share Growth Style Fund 

    Investors in these products will receive a letter in July explaining more about the change.

    Online

    Login to your secure online portfolio, click on your investment account and then click on Switch how your money is invested (MLC MasterKey only).

    Need help? View the following Frequently Asked Questions for step by step guides to switching your investment online.

    FAQ - Switch how your existing money is invested

    FAQ - Update your investment strategy for future contributions

     

    Download a form

    Download and send us a completed form:

    MLC MasterKey (PDF)

    MLC Wrap and MLC Navigator Switch and Re-weight (PDF)

  • Make a withdrawal from your investment.

    Online

    Login to your secure online portfolio, click on your investment account > Other transactions > Make a withdrawal

    Need help? View our FAQ for a step by step guide to making a withdrawal request online. 

     

    Download a form

    Download and send us a completed form relating to your account:

    MLC MasterKey (PDF)

    MLC Wrap and MLC Navigator (PDF)

  • Add or remove access for an authorised representative.

     Online

    Login to add or remove access for an authorised representative on your account.

     

    Download a form

    Download, print and sign the form relating to your account:

    MLC Wrap and MLC Navigator (PDF)

     

    Send a copy of your POA to MLC

    Download and send us the completed form below:

    Sending a copy of your Power of Attorney to MLC (PDF)

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