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Forms & documents

  • 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 Navigator (PDF)

    MLC MasterKey Allocated Pension (Gold Star/Five Star) (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 Super and Pension Fundamentals
    • MLC MasterKey Super and Pension

     

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    Add peace of mind and update your beneficiaries.

    Online

    Login to your secure online portfolio, click on your pension account > Other transactions > Update beneficiary (MLC MasterKey only).

    Need help? View our FAQ for a step by step guide to updating your beneficiaries online.

     

    Download a form

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

    MLC MasterKey (PDF)

    MLC Wrap Super and MLC Navigator Retirement Plan (PDF)

  • Combine your other super accounts into your MLC account.

     

    Online

    Login to your secure online portfolio, click on your pension account > Other transactions > Super consolidation (MLC MasterKey only).

    Need help? View our FAQ for a step by step guide to consolidating your other super online. 

     

    Download a form

    Download and send us a completed form:

    MLC MasterKey (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)

       

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