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Annual Reports, Financial Statements & Annual Members' Meetings

Annual, Audit and Financial Reports

  • Name Description PDF
    2023 MLC Super Fund Annual Report A Trustee report providing an update on legislative changes, how members' money is invested and a reminder of how members' accounts are administered. This Annual Report for the MLC Super Fund is relevant to the products listed on the inside front cover.  
    2023 MLC Superannuation Fund Annual Report This Annual Report is relevant to MLC Wrap Super and MLC Navigator Retirement Plan.  
  • NULIS Nominees (Australia) Limited (NULIS) ABN 80 008 515 633 as the Registrable Superannuation Entity Licensee of the following Registrable Superannuation Entities (RSEs):

    MLC Super FundABN 70 732 426 024
    MLC Superannuation FundABN 40 022 701 955
    MLC Pooled Superannuation TrustABN 89 787 168 280
    DPM Retirement ServiceABN 40 725 722 496
    Premium Choice Retirement ServiceABN 70 479 285 132

    has received consent from the Australian Securities and Investments Commission for the resignation of Chris Wooden (ASIC Registration Number 401916) as the auditor of the RSEs. As a result, NULIS has now accepted the resignation of Chris Wooden and has appointed KPMG (ABN 51 194 660 183) as the auditor of the RSEs.

Archived Annual Reports

  • Name Description PDF
    2014 Annual Report - The Universal Super Scheme (PDF)

    A Trustee report providing an update on legislative changes, how members' money is invested and a reminder of how members' accounts are administered. This is the Annual Report for The Universal Super Scheme and is relevant to:

    • MLC MasterKey Super & Pension
    • MLC MasterKey Super & Pension Fundamentals
    • MLC MasterKey Superannuation
    • MLC MasterKey Business Super
    • MLC MasterKey Personal Super
    • MLC MasterKey Allocated Pension
    • MLC MasterKey Term Allocated Pension
    • MLC Personal Superannuation
    • MLC Super Pension Plan
    • MLC Capital Guaranteed Personal Super Savings Plan
    • MLC Capital Guaranteed Personal Super Bond
    • MLC Maturity Growth Superannuation Plan
    • MLC Whole of Life Superannuation
    • MLC Endowment Superannuation
    • MLC Pure Endowment Superannuation
    • MLC Life Cover Super
    • MLC Super Group Insurance
    • MLC Insurance (Super)

    2014 The Universal Super Scheme Annual Report - MLC Personal Super Bond and Regular Savings (PDF)

    This is the Annual Report for The Universal Super Scheme and is relevant to:

    • Personal Superannuation Bond
    • Superannuation Portfolio
    • Account-based Pension (Flexible Pension Plan)
    • Pensioner's Network Account-based Pension
    • Capital Guaranteed Collection Superannuation Bond
    • MLC Life
    • MLC Life II
    • MLC Link
    • blueprint
    • Dimension
    • Executive Dimension
    • Financial Security Plan
    • Link Superannuation Plan
    • Combination Plan

    2014 The Universal Super Scheme Annual Report - Term Insurance (PDF) This is the Annual Report for The Universal Super Scheme and is relevant to Term insurance.
    2014 The Universal Super Scheme Annual Report - Whole of Life and/or Endowment contracts (PDF)

    This is the Annual Report for The Universal Super Scheme and is relevant to:

    • Whole of Life
    • Endowment contracts

    2014 MLC MasterKey Unit Trust Annual Financial Report (PDF) This gives you annual financial information on MLC MasterKey Unit Trust

    2014 National Investment Trusts Annual Financial Report (PDF) This gives you annual financial information on National Investment Trusts.  
  • Name Description PDF
    2013 Annual Report - The Universal Super Scheme (PDF)

    A Trustee report providing an update on legislative changes, how members' money is invested and a reminder of how members' accounts are administered. This is the Annual Report for The Universal Super Scheme and is relevant to:

    • MLC MasterKey Super & Pension
    • MLC MasterKey Super & Pension Fundamentals
    • MLC MasterKey Superannuation
    • MLC MasterKey Business Super
    • MLC MasterKey Personal Super
    • MLC MasterKey Allocated Pension
    • MLC MasterKey Term Allocated Pension
    • MLC Personal Superannuation
    • MLC Super Pension Plan
    • MLC Capital Guaranteed Personal Super Savings Plan
    • MLC Capital Guaranteed Personal Super Bond
    • MLC Maturity Growth Superannuation Plan
    • MLC Whole of Life Superannuation
    • MLC Endowment Superannuation
    • MLC Pure Endowment Superannuation
    • MLC Life Cover Super
    • MLC Super Group Insurance
    • MLC Insurance (Super)

    2013 The Universal Super Scheme Annual Report - MLC Personal Super Bond and Life Savings (PDF)

    This is the Annual Report for The Universal Super Scheme and is relevant to:

    • Personal Superannuation Bond
    • Superannuation Portfolio
    • Account-based Pension (Flexible Pension Plan)
    • Pensioner's Network Account-based Pension
    • Capital Guaranteed Collection Superannuation Bond
    • MLC Life
    • MLC Life II
    • MLC Link
    • blueprint
    • Dimension
    • Executive Dimension
    • Financial Security Plan
    • Link Superannuation Plan
    • Combination Plan

    2013 The Universal Super Scheme Annual Report - Term Insurance (PDF) This is the Annual Report for The Universal Super Scheme and is relevant to Term insurance.
    2013 The Universal Super Scheme Annual Report - Whole of Life and/or Endowment contracts (PDF)

    This is the Annual Report for The Universal Super Scheme and is relevant to:

    • Whole of Life
    • Endowment contracts

  • Name Description PDF
    2012 Annual Report - The Universal Super Scheme (PDF)

    A Trustee report providing an update on legislative changes, how members' money is invested and a reminder of how members' accounts are administered. This is the annual report for The Universal Super Scheme and is relevant to:

    • MLC MasterKey Super & Pension
    • MLC MasterKey Super & Pension Fundamentals
    • MLC MasterKey Superannuation
    • MLC MasterKey Business Super
    • MLC MasterKey Personal Super
    • MLC MasterKey Allocated Pension
    • MLC MasterKey Term Allocated Pension
    • MLC Personal Superannuation
    • MLC Super Pension Plan
    • The Employee Retirement Plan
    • MLC Capital Guaranteed Personal Super Savings Plan
    • MLC Capital Guaranteed Personal Super Bond
    • MLC Maturity Growth Superannuation Plan
    • MLC Whole of Life Superannuation
    • MLC Endowment Superannuation
    • MLC Pure Endowment Superannuation
    • MLC Life Cover Super
    • MLC Super Group Insurance

    2012 The Universal Super Scheme Annual Report - Employer Super (PDF)

    This is the annual report for The Universal Super Scheme and is relevant to:

    • Employer Super
    • Super Solutions Employer Service and
    • Personal optional

    2012 The Universal Super Scheme Annual Report (PDF)

    This is the annual report for The Universal Super Scheme and is relevant to:

    • Personal Superannuation Bond
    • Superannuation Portfolio
    • Account-based Pension (Flexible Pension Plan)
    • Pensioner's Network Account-based Pension
    • Capital Guaranteed Collection Superannuation Bond
    • MLC Life
    • MLC Life II
    • MLC Link
    • blueprint
    • Dimension
    • Executive Dimension
    • Financial Security Plan
    • Superannuation Plan
    • Combination Plan
    • New Money Plan

    2012 The Universal Super Scheme Annual Report - Term Insurance (PDF) This is the annual report for The Universal Super Scheme and is relevant to Term insurance.
    2012 The Universal Super Scheme Annual Report (PDF)

    This is the annual report for The Universal Super Scheme and is relevant to:

    • Whole of Life
    • Endowment contracts

  • Name Description PDF
    2011 MLCS Superannuation Trust Members Annual Report (PDF)

    This is the annual report for MLCS Superannuation Trust Members and is relevant to:

    • Personal Superannuation Bond
    • Superannuation Portfolio
    • Account-based Pension (Flexible Pension Plan)

    2011 MLCS Superannuation Trust - Term insurance annual report (PDF)

    This is the annual report for MLCS Superannuation Trust and is relevant to Term insurance.


    2011 Annual Report - The Universal Super Scheme (PDF)

    A Trustee report providing an update on legislative changes, how members' money is invested and a reminder of how members' accounts are administered.

    This is the annual report for The Universal Super Scheme and is relevant to:

    • MLC MasterKey Super & Pension
    • MLC MasterKey Super & Pension Fundamentals
    • MLC MasterKey Superannuation
    • MLC MasterKey Business Super
    • MLC MasterKey Personal Super
    • MLC MasterKey Allocated Pension
    • MLC MasterKey Term Allocated Pension
    • MLC Personal Superannuation
    • MLC Super Pension Plan
    • The Employee Retirement Plan
    • MLC Capital Guaranteed Personal Super Savings Plan
    • MLC Capital Guaranteed Personal Super Bond
    • MLC Maturity Growth Superannuation Plan
    • MLC Whole of Life Superannuation
    • MLC Endowment Superannuation
    • MLC Pure Endowment Superannuation
    • MLC Life Cover Super
    • MLC Super Group Insurance

    2011 Employer Super Annual Report (PDF)

    This is the annual report for Employer Super and is relevant to:

    • Employer Super
    • Employer Service and
    • Personal optional

    2011 Universal Super Scheme Annual Report (PDF)

    This is the annual report for The Universal Super Scheme and is relevant to:

    • MLC Life
    • MLC Life II
    • MLC Link
    • blueprint
    • Dimension
    • Executive Dimension
    • Financial Security Plan
    • Superannuation Plan
    • Combination Plan
    • New Money Plan

    2011 The Universal Super Scheme - Term insurance annual report (PDF) This is the annual report for The Universal Super Scheme and is relevant to Term insurance.
    The Universal Super Scheme Annual Report (PDF)

    This is the annual report for The Universal Super Scheme and is relevant to:

    • Whole of Life
    • Endowment contracts