We’re committed to supporting financial advisers by ensuring our platform is as easy to use as you need it to be. As of Monday 3 October, the RoA input data document available on North Online now includes capital gains tax (CGT) information for the following products:  

  • MyNorth Superannuation
  • MyNorth Non-commutable Allocated Pensions 
  • MyNorth Investments

We hope that our continued improvements to our platform and our latest enhancements to the RoA input data document will save you time and reduce your cost to serve.  

We encourage you to read the how-to guide and watch the instructional video available on North Online, located under the Training Resources’ section. 

For more information, please contact your North Business Development Manager or call 1800 667 841. 

Please note if the release date changes, we will update this article accordingly.  

Important information

The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only, does not take account of your client’s personal objectives, financial situation or needs, and a client should consider whether this information is appropriate for them before making any decisions. It’s important your client consider their circumstances and read the relevant product disclosure statement (PDS), investor directed portfolio guide (IDPS Guide) and target market determination (TMD), available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.  

MyNorth Investment and North Investment are operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFSL 234652 (NMFM). MyNorth Super and Pension (including MyNorth Lifetime), MyNorth Super and Pension Guarantee and North Super and Pension are issued by N.M. Superannuation Proprietary Limited (ABN 31 008 428 322, AFSL 234654 (NM Super) as trustee of the Wealth Personal Superannuation and Pension Fund (the Fund) ABN 92 381 911 598. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios. All managed portfolios may not be available across all products on the North platform. All of the products above are referred to collectively as MyNorth Products.  The information on this page is provided only for the use of advisers, it is not intended for clients. This page provides a brief overview of some of the benefits of investing in MyNorth Products. The adviser remains responsible for any advice/services they provide to clients including making their own inquiries and ensuring that the advice/services are appropriate and in accordance with all legal requirements. 

You can read the Financial Services Guide online for more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Proprietary Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided.   

North and MyNorth are trademarks registered to NMMT.  

All information on this website is subject to change without notice. 

Captain gains tax information will not be displayed for MyNorth Allocated Pension, Lifetime Pension - Deferral Phase, Lifetime Pension - Drawdown Phase, Summit, Generations, iAccess and North.