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.  

What you need to know

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. 

The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only and a person should consider whether this information is appropriate for them before making any decisions. It’s important a person considers their circumstances and reads the relevant product disclosure statement and target market determination, available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.

You can read the Financial Services Guide online for more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Pty Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided. You can also ask us for a hard copy. Past performance is no guarantee of future performance. 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 MyNorth platform and are only available via a financial adviser. MyNorth is a trademark registered to NMMT.