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Important updates

For important managed investment updates, please refer to Managed investment news
Date Important updates
23/10/2023 MyRewards temporary disconnection
29/09/2023 MLC MasterKey Super and Pension investment changes
31/08/2023 MasterKey insurance changes, effective 29 September 2023
31/08/2023 2023 performance test results
31/03/2023 MasterKey super and pension investment menu changes, effective 26 May 2023
09/09/2022 Important Notice about the MLC Super Fund Class Action
19/08/2022 MasterKey Super Fundamentals insurance changes, effective 30 September 2022
03/06/2022 Changes to investment options and fees
03/02/2022 Change of auditor from Ernst & Young to KPMG
10/12/2021 Change of name to Insignia Financial Ltd
01/10/2021 MLC-Vanguard Australian Share Index Fund: name change
01/10/2021 MySuper Asset Allocation changes
01/10/2021 MLC Property Securities Fund
01/06/2021 MLC ownership update

16/09/20

MLC MasterKey Investment Service & MLC MasterKey Unit Trust update to fees and costs  
27/03/20 Important updates to market volatility spreads
01/10/19

MLC MasterKey investment menu changes

03/06/19

FY2019 distribution commentary for MLC MasterKey Unit Trust

Details about the final cash distributions paid on 31 May 2019 for MLC MasterKey Unit Trust and MLC MasterKey Investment Service.

27/03/19 MLC MasterKey Unit Trust updates to buy-sell spread
27/03/19 MLC MasterKey Super and Pension
20/02/19 Platinum update to buy-sell spread
04/02/19 We’re changing our MySuper investment option
15/06/18 MLC Masterkey Unit Trust: MLC-Vanguard Australian Share Index Fund
22/05/18 FY2018 pre-distribution comment for MLC MasterKey Unit Trust & MLC MasterKey Investment Service
22/05/18 MLC MasterKey Unit Trust: Important information about distributions when redemptions are made in ‘exceptional circumstances’
13/04/18 MLC MasterKey Unit Trust & National Investment Trust Attribution Managed Trust Regime and Income Distributions
11/07/17 MLC Wholesale IncomeBuilder annual distribution commentary FY2017
06/07/17 MLC Wholesale funds annual distribution commentary FY2017
15/06/17 Important information for investors in MLC Wholesale Australian Share Index Fund
13/06/17 MLC-Vanguard Australian Share Index Fund MLC MasterKey Unit Trust investor update
13/06/17 Important information about the distribution from the MLC-Vanguard Australian Share Index Fund for MasterKey Investment Service investors
07/06/17 MLC MasterKey Unit Trust & MLC MasterKey Investment Service pre-distribution comment
06/06/17 MLC MasterKey Unit Trust & MLC MasterKey Investment Service annual distribution commentary FY2017
05/06/17 Important information about the distribution from the MLC-Vanguard Australian Share Index Fund
24/11/16 Strategy update announcement: Changes to Australian shares strategy in our MLC Inflation Plus portfolios
08/07/16 Update from the HMRC regarding UK Pension Transfers
12/10/15
Paying your premiums for insurance inside super by rollover from an external super fund
24/07/15 Additional payment of funds to be made into closed accounts on the Navigator Platform
30/06/15

30 June: Ausbil Australian Emerging Leaders Fund update

An update since 30 March 2015

04/06/15 

4 June:  Changes to UK pension rules affecting QROPS arrangements

An update since 24 December 2014

30/03/15 

30 Mar:  Ausbil Australian Emerging Leaders Fund update

An update since 24 December 2014

24/12/15

24 Dec: Ausbil Australian Emering Leaders Fund update

In October and November 2014 we wrote to clients who held an investment in the Ausbil Australian Emerging Leaders Fund between December 2004 and January 2014.

16/09/14

Payment of funds in closed MLC Wrap and MLC Navigator accounts

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