Your clients can download the North app today.
The new North app can help your clients engage more with their investments and frees you up to focus on doing what you do best—providing quality financial advice.
New fixed interest portfolio from RAM
08 December 2023 This month, we’ve added Real Asset Management and their Diversified Fixed Interest Portfolio to our investment menu. Read more
2024 Annual Members' Meeting
05 December 2023 Information about our upcoming Annual Members' Meeting (AMM), scheduled for 1pm Tuesday 5 March 2024, has been released. Read more
Exciting new partnership with Platformplus
05 December 2023 Get the data you need, where and when you need it with new data feed option. Read more
Enjoy more flexibility with our new automatic sell instruction
05 December 2023 We’ve introduced a new automatic sell instruction ‘pro rata across managed funds and managed portfolios only’ to better manage your clients’ accounts where they have a mix of managed funds and managed portfolios. Read more
How to get the most out of North in 2024
04 December 2023 Did you know we made 33 improvements to the North platform across 2023? North is continually improving in line with your feedback to provide you and your clients with an exceptional experience. Read more
How did we get here - 30 years of super
04 December 2023 We’ve come a long way since compulsory super was introduced in 1992. And in terms of raw numbers, it’s starting to make a difference in retirement. Read more
3 biggest income shrinkers in retirement
04 December 2023 Here’s what advisers can do to help clients make the right choices and enjoy their retirement. Read more
Why advice matters in retirement
04 December 2023 Here’s how advisers can help close the loop between clients’ financial situation and retirement goals. Read more
Risk profiles on North. A better way for client reviews
04 December 2023 In today’s busy world, time is critical. So whether you’re completing a client review, performing a switch or preparing an ROA, you need your platform to work as efficiently as possible to free up your time to add value with your clients. Read more
Digital consent on North - a better way for client consent
28 November 2023 Your clients expect a flexible experience that lets them get on with their lives. That’s why we offer digital consent on North so your clients can approve your requests without needing to print or sign any paperwork. Read more
Why I use North - Les McGuire of Future Proof Wealth
22 November 2023 In the latest instalment of our interview series with leading advisers, we caught up with Les McGuire of Future Proof Wealth. Read more
New investment options added to North – November 2023
08 November 2023 We’ve expanded our investment menu. We’ve recently added 17 new investment options to our menu, providing you with more choice when it comes to portfolio construction. Read more
Latest North enhancements
31 October 2023 We’ve made changes to Income instructions and Trade Settings, clients can now easily update bank details and link recurring transactions in North Online and we’ve improved the efficiency with completing Cross Client transfer requests. Read more
North's powerful solutions
16 October 2023 At North, we’re constantly striving to enhance your experience and empower you to elevate your advice potential. Our latest upgrades are geared towards efficiency and transparency, ensuring you can deliver top-notch advice and service to your clients. Read more
How to implement managed portfolios in your business
12 October 2023 Mark Smith is the Head of Adviser Services at Elston Asset Management, one of Australia’s leading investment management firms specialising in managed account solutions. We caught up with Mark and asked him how advisers should go about making the transition to managed portfolios. Read more
Our investment menu continues to grow
04 October 2023 We’ve added a new ESG portfolio from DNR Capital and six portfolios from Morningstar’s Medalist Core range to our investment menu. Read more
New to North – NAB Platform Term Deposits
18 September 2023 | Blog We’re giving you even more choice in helping your clients reach their investment goals. Read more
Exciting new partnership with Sandstone Insights
04 September 2023 | Blog North has partnered with Sandstone Insights to offer advisers seamless access to high-quality equity research, timely market insights, and value-added perspectives - all accessible within the platform and at no extra subscription cost. Read more
Four platform improvements we delivered for you in September
04 September 2023 | Blog Your experience is at the centre of everything we do. Our teams have been busy listening to feedback and delivering improvements to ensure we’re continually evolving with your practices. Read more
Why I use North - Anthony Jury, Anthony Jury & Associates
25 August 2023 In our latest instalment of our ‘Why I use North’ interview series with leading advisers, we spoke with Anthony Jury of Anthony Jury & Associates in Sydney. Read more
Eight new managed portfolios added to North
08 August 2023 | Blog We’ve expanded the North investment menu to provide you and your clients with greater and more cost-effective choices. Read more
Managed Funds Distribution Update
01 August 2023 | Blog Join Anna Shelley, Chief Investment Officer, and Jeronimo Harrison, Portfolio Manager, from AMP Investments, as they share insights on the Managed Fund distribution process. Hear about the different drivers of the size of distributions and how they can fluctuate year on year, as well as how AMP Investments is looking for ways to improve the client experience. Read more
Beyond the Benchmark
24 July 2023 | Investing In recent years, the growing popularity of index investing has gained momentum and index funds have experienced an exceptional increase in assets under management (AUM). To help navigate this complexity, here are 10 important things to consider when choosing a diversified index fund. Read more
Why I use North - Rod Koch, TNQ Finanical Planning
19 July 2023 In our third 'Why I use North' interview with leading advisers, we caught up with Rod Koch, Principal of Queensland-based TNQ Financial Planning. Read more
Centrelink opportunities in retirement
14 July 2023 The age pension can provide a useful extra income stream as well as access to pensioner concessions. Here’s how to help your clients access the benefits they’re entitled to. Read more
Retirement living and care options in the community
14 July 2023 The government has implemented various policies to assist people to stay in their own homes, including tax concessions and more aged care services in the community. Let’s step through the main community care options for your clients. Read more
Why I use North - Nicholaus Benson of KNR Investments
15 June 2023 In our second 'Why I use North' interview with leading advisers, we caught up with Nicholaus Benson, a financial adviser with KNR Investments in Brisbane. Read more
New investment options added to North – May 2023
06 June 2023 More investment options added to North. We’ve expanded our investment menu to include 23 new investment options to help you build out your clients’ portfolios. Read more
EOFY Top Tips for North Users
11 May 2023 The end of financial year (EOFY) can be stressful for advisers and clients alike as they rush to meet deadlines. This cheat sheet outlines all important dates, codes and transfer details you need to know as you approach the EOFY with your clients. Read more
8 ways to optimise your EOFY client strategies
11 May 2023 Here’s a quick summary of eight ways you can help your clients make the most of the end of financial year. Read more
Understanding MyNorth’s Sustainable Managed Portfolios
10 May 2023 The range of products and investment strategies claiming to meet ESG standards of responsibility has multiplied. To help advisers better meet their clients’ needs, North has designed a sustainable managed portfolio with three risk profiles. In this article, we break down the strategy behind this portfolio. Read more
Federal budget & global markets update
10 May 2023 | Blog In this webinar recording hear from AMP Chief Economist & Head of Investment Strategy, Dr Shane Oliver explain what effects the Federal Budget could have on the Australian economy and investment markets. Read more
Key points from the 2023-24 Federal Budget
10 May 2023 What last night's Federal Budget announcements mean for you and your clients. Read more
New investment options added to North - May 2023
04 May 2023 We’ve expanded our investment menu to include three new investment options to help you build out your clients’ portfolios. Read more
5 investing approaches for ESG clients
03 May 2023 As the popularity of ESG investing soars, the range of ESG strategies available to advisers continues to multiply. This article features five approaches to consider. Read more
New sustainable portfolio from Russell Investments - May 2023
03 May 2023 New risk profile added to Russell Investments’ Sustainable Portfolio series Read more
Why I use North - GroupGH Financial Planning’s Darren Thomas
28 April 2023 In our latest 'Why I use North' interview with leading advisers, we caught up with Darren Thomas, Director of GroupGH Financial Planning in Port Adelaide, South Australia. Read more
Adapting to rising ESG demand
26 April 2023 As the interest in responsible investing continues to gather pace, financial advisers must shift to include a greater focus on sustainability. Read more
Help clients reimagine retirement with flexible lifetime products
11 April 2023 MyNorth Lifetime is a new range of three solutions that expand the options available to your clients on the North platform. Read more
Helping your retired clients lead a fulfilling retirement
11 April 2023 Anxiety about money can take the pleasure out of retirement – even for those who have no reason to worry. Here’s how to help provide comfort and confidence to your clients who are in retirement or close to it. Read more
New investment options added to North - March 2023
06 April 2023 We’re committed to helping you manage your clients’ changing investment needs, with flexible and competitive solutions. Take a look at our new investment options. Read more
Outlook for markets in 2023: What can we expect in the year ahead?
22 February 2023 High inflation, rising interest rates, war in Ukraine & recession fears. With 2023 likely to remain volatile, what can you and you expect? And what should you and your clients keep an eye on? Read more
Managed Portfolios awarded ‘Superior’ SQM Research rating
13 February 2023 SQM Research has awarded a ‘Superior’ 4 out of 5 star rating for MyNorth’s Sustainable and IndexPlus Managed Portfolios, deeming both portfolio series as high-grade investments. Read more
Outlook for markets in 2023: What can we expect in the year ahead?
30 January 2023 A look back at investment returns and 2023 forecasts. Read more
New Elston portfolios added to North
15 December 2022 We’ve expanded the North investment menu to provide you and your clients with greater choice. Continue reading to learn more. Read more
New investment options added to North
13 December 2022 We’re bringing you more choice with 13 new investment options to help you manage your clients' changing investment needs. Read more
Newest improvements to the North platform - 21st November 2022
21 November 2022 We take pride in continuously enhancing the North platform and the products and investments we offer as part of our commitment to advisers and their clients. Read more
Generation stressed: Retirement concerns and how to alleviate them
18 October 2022 Australian’s retirement dreams are in danger of turning sour. Here’s how advisers can help their clients get back on track. Read more
What are Australians thinking when it comes to financial advice?
18 October 2022 Our Financial Advice Guide reveals current needs, barrier and triggers when it comes to Australians seeking advice. Read more
An Adviser, An Accountant, Or Google? Where Australians Are Getting Their Financial Advice
18 October 2022 AMP’s 2022 Financial Wellness report highlights plenty of demand for financial advice…but also some roadblocks to delivery. Read more
(Not so) great expectations…how Australians are approaching retirement planning
18 October 2022 AMP’s 2022 Financial Wellness report reveals a concerning trend in retirement confidence. Read more
Your 7 Point Retirement Planning Checklist
18 October 2022 AMP’s 2022 Financial Wellness Report reveals Australians are becoming less confident about retirement. Here are some ways your clients can get their retirement planning on track Read more
Tips to reduce your financial stress north online
18 October 2022 The 2022 AMP Financial Wellness report highlights increasing stress levels Read more
Different strokes for different folks - Australians and money
18 October 2022 AMP’s 2022 Financial Wellness report highlights seven different personal finance profiles. So which one are you? Read more
Improvements to RoA input data document
05 October 2022 As part of our latest release, capital gains tax information has now been added to the RoA input data document on North Online. Read more
We’ve launched an international managed portfolio
30 September 2022 We’re pleased to announce that we have partnered with BlackRock to bring you our very first international equity portfolio: iShares Enhanced Strategic International Managed Portfolio. Read more
We’ve expanded our managed portfolios offer
30 September 2022 We’ve added 11 new diversified portfolios from Morningstar and InvestSense to our investment menu, bringing you even more choice. Read more
Latest changes to the North platform - 23rd August 2022
23 August 2022 Learn about North’s newest features including digital consent for advice fees, CGT modelling and ROA templates, as well as changes to manual form submissions and financial planning downloads. Read more
Further updates regarding Ongoing Fee Arrangements
08 August 2022 To support the use of Ongoing Fee Arrangements (OFAs), we’re introducing some enhancements to North Online. Continue reading to learn what this means for your business. Read more
New investment options added to North - 5th August 2022
05 August 2022 There are now more ways to invest with 12 new managed portfolios available on North’s investment menu Read more
Retirement client toolkit
19 July 2022 This toolkit is a driver to help clients recognise the importance of retirement planning, income in retirement and understanding the associated risks. Read more
New Investment options added to North - 19th July 2022
19 July 2022 Save time with new switching enhancements. Read more
New investment options added to North - 8th July 2022
08 July 2022 We’re committed to helping you manage your clients’ changing investment needs, with flexible and competitive solutions. Take a look at our new investment options. Read more
Three new equity managed portfolios now available on North
29 June 2022 There are now more ways to invest with new investment options added to North. Read more
New investment options added to North - 24th June 2022
24 June 2022 We’re committed to helping you manage your clients’ changing investment needs, with flexible and competitive solutions. Take a look at our new investment options. Read more
MyNorth fees now even more competitive
22 June 2022 The total admin fees for clients with only MyNorth Investment accounts is even lower. See how we’re making MyNorth more competitive for your clients. Read more
New investment options added to North - 7th June 2022
07 June 2022 At North, we’re committed to helping advisors manage their clients’ changing investment needs, with flexible and competitive solutions. Take a look at our new investment options. Read more
Take your investment strategies to the next level
18 May 2022 Introducing a new Elston Australian Large Companies Portfolio. Read more
More ways to invest in Aussie equities
18 May 2022 Introducing a new Elston Australian Large Companies Portfolio. Read more
More choice with new equity managed portfolios
06 April 2022 Introducing new Lonsec equities in managed portfolios Read more
New investment options added to North platform - 6th April 2022
06 April 2022 Read about the new investment options that have been added to the North platform. Read more
New investment options added to North platform - 8th Feb 2022
08 February 2022 We’ve added even more investment options to MyNorth, North, Summit and iAccess. Take a look at our new investment options. Read more
ESG Summit 2022 is here
08 December 2021 Grow your understanding of ESG to better engage with clients at the InvestorDaily ESG Summit 2022 Read more
Take your investment strategies to the next level
29 November 2021 The demand for managed portfolios has been growing. Find out how to take your investment strategies to the next level. Read more
MyNorth Sustainable Managed Portfolios 4 Star rating from SQM Research
22 November 2021 SQM Research has rated the portfolios as high investment grade and suitable for inclusion on most APLs. Read more
More 4 star ratings from SQM Research
22 November 2021 SQM Research has rated MyNorth IndexPlus and ESG portfolios as high investment grade and suitable for inclusion on most APLs. Read more
We've expanded our managed portfolio choices
07 July 2021 The demand for managed portfolios has been growing. Find out about our expanded managed portfolio choices. Read more
MyNorth's fees are now even more competitive
01 May 2021 We have lowered a number of our administration fees from 1 May 2021. Read more
How to prepare your clients for the next market correction
30 April 2021 Sequencing risk can have a big impact on clients entering retirement. Fortunately there are ways advisers can help. Read more
IndexPlus Managed Portfolios information to support client conversations
10 February 2021 MyNorth’s IndexPlus Managed Portfolios combine the strength of index and active investing into a series of five managed portfolios. We have a range of material to support your client conversations. Here’s a snapshot of what you can use. Read more
Switch investment enhancements
27 January 2021 We’ve added two new features to the Switch investments screen for MyNorth products to increase your efficiency and reduce your cost to serve. Read more
New and simpler MyNorth Guarantees
23 November 2020 Safeguard your clients’ retirement with new MyNorth Guarantees. Read more
New-look North statements
21 October 2020 Super and pension clients will enjoy simpler and clearer annual statements. Read more
Save time with new switching
19 August 2020 How our new investment switch function helps save time and money. Read more
MyNorth's IndexPlus Managed Portfolios
04 August 2020 Active or passive: why not have both with IndexPlus Managed Portfolios. Read moreWhat you need to know
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