Coming soon, North's newest Activity Management enhancement will provide an unprecedented level of transparency relating to your client’s trades, helping you better manage your clients account and their expectations.

The enhancement includes the following:

  • Switch activity expected completion dates: Upon submitting a switch transaction, you will be able to view the expected completion date in activity management
  • Switch activity tracking: Track the progress of switch transactions under the Switch activity in Activity Management.
  • Key information in activity details: The Activity Details section provides key information such as updates on progress and status, and changes to expected timeframes if there are delays.

This improvement is part of our continual investment in our digital service offer and commitment to enabling better experiences for your practice and clients.

For more information on this Activity Management enhancement, watch this video or please speak with your Business Development Manager.

What you need to know

The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT) and is general in nature. It is for professional adviser use only and must not be distributed or made available to retail clients. 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/or investor directed portfolio services guide 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 NMMT's 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. MyNorth Super and Pension, North Personal Super and Personal Pension, Summit Personal Super and Personal Pension, Generations Personal Super and Personal Pension and ipac iAccess Personal Super and Allocated Pension are issued by NM Super as trustee for the Wealth Personal Superannuation and Pension Fund ABN 92 381 911 598. MyNorth Investment, Generations Investment Portfolio, ipac iAccess Investment and Summit Money Master are operated by NMMT. ipac iAccess is distributed by ipac Asset Management Limited ABN 22 003 257 225, AFSL 234655 (ipac). MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFSL No. 234652.   


MyNorth and North are trademarks registered to NMMT.