Annual/Tax statements

Annual/Tax statements for FY23/24 will be available soon. Please click here for more information.

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EXPAND ESSENTIAL INVESTMENT INFORMATION

Enjoy the peace of mind that comes from applying the expertise of the award-winning MLC Asset Management team with these low-cost options. View investment option updates and portfolio holdings disclosure.

Managed investments

Choose from 22 multi-manager funds diversified across different asset classes, fund managers and investment styles.

Separately Managed Account

Access 10 Separately Managed Account (SMA) model portfolios across our premium and value range.

Cash account

A cash account is used to process all cash transactions that occur within an account, such as purchasing or redeeming investments, receiving income distributions and deducting fees or charges.

EXPAND EXTRA INVESTMENT INFORMATION

Design a bespoke portfolio with your adviser from a wide range of investment choice. View investment option updates and portfolio holdings disclosure.

Managed investments

Choose from about 500 managed funds from large and boutique fund managers covering all major asset classes, including diversified options.

Separately Managed Account

Access professionally managed multi-asset and single sector SMA model portfolios.

Listed investments

Select from the majority of listed investments in the S&P All Ordinaries Index plus other listed investments approved by the Trustee from time to time.

Maturing investments

A range of term deposits and fixed term annuities.

Cash account

A cash account is used to process all cash transactions that occur within an account, such as purchasing or redeeming investments, receiving income distributions and deducting fees or charges.