Skip to Content

Forms & documents

  • Important information

    Effective Friday 13 December 2019, the following investment options are only available to investors that have an existing holding in that investment option. These investment options will terminate on Monday 2 March 2020.

    • National Australia Balanced Fund ARSN 093 198 817
    • National Australia Dividend Imputation Fund ARSN 093 198 602
    • National Australia Monthly Income Fund ARSN 093 198 684
    • National Australia Property Fund ARSN 093 198 513
    • MLC Horizon 1 Bond Portfolio ARSN 112 925 274 (Only available through MLC MasterKey Investment Service)


    Make an additional investment to your account.

     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)

  • Important information

    Effective Friday 13 December 2019, the following investment options are only available to investors that have an existing holding in that investment option. These investment options will terminate on Monday 2 March 2020.

    • National Australia Balanced Fund ARSN 093 198 817
    • National Australia Dividend Imputation Fund ARSN 093 198 602
    • National Australia Monthly Income Fund ARSN 093 198 684
    • National Australia Property Fund ARSN 093 198 513
    • MLC Horizon 1 Bond Portfolio ARSN 112 925 274 (Only available through MLC MasterKey Investment Service)


    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
  • Important information

    Effective Friday 13 December 2019, the following investment options are only available to investors that have an existing holding in that investment option. These investment options will terminate on Monday 2 March 2020.

    • National Australia Balanced Fund ARSN 093 198 817
    • National Australia Dividend Imputation Fund ARSN 093 198 602
    • National Australia Monthly Income Fund ARSN 093 198 684
    • National Australia Property Fund ARSN 093 198 513
    • MLC Horizon 1 Bond Portfolio ARSN 112 925 274 (Only available through MLC MasterKey Investment Service)


    Switch your investment.

     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)

Can't find what you are looking for?