MLC MasterKey Pension Fundamentals
An easy-to-manage pension account that allows you to control your client's retirement income stream, so they can make the most of their retirement investments.
- A steady income stream in retirement for your client
- Choose from a range of investment options to suit your client's investment objectives and risk appetite
- Online account access, reporting and transactions
- Your client may be eligible for a Pension Bonus on their first MLC MasterKey retirement-phase pension.
Expand Essential
Low-cost wrap with high-quality investments for clients with simpler needs.
- 22 diversified and single sector multi-manager funds and 10 SMA model portfolios managed by the highly rated MLC Asset Management team.
- Low administration fee and account keeping fee.
- An award-winning platform designed to make every day easier for advisers - built on tech that keeps on getting better.
Expand Extra
Full-service wrap with wide investment choice for clients with more complex needs.
- More ways to build customised portfolios with over 500 managed funds, a range of SMA model portfolios, S&P All Ords Index, term deposits and annuities.
- Competitive fees and access to family fee aggregation.
- An award-winning platform designed to make every day easier for advisers - built on tech that keeps on getting better.
