At North, we’re committed to making Activity Management your one stop shop for tracking, managing and progressing client requests securely and with ease.
We’ve recently introduced a range of enhancements designed to give you greater visibility, control and confidence when managing client activities - helping you reduce follow ups and keep cases moving smoothly.
What’s new?
Estimated completion dates across more activities
Estimated completion dates are now available for additional activity types, including withdrawals, transfers, recasts and recontributions.
These dates take into account factors such as:
- Pending transactions
- Trade settlement cycles
- Fund manager cut off times for asset sell downs (for withdrawals)
This added transparency helps you set clearer expectations with clients and reduces unnecessary calls to the North Service Centre.
Clearer ‘Action required’ visibility
When action is needed, you and your support staff can now view and complete outstanding requirements directly within Activity Management.
This means you can quickly upload documents or respond to requests - helping activities progress without delay.
Recover unsaved activities
Accidentally closed an activity before submitting it?Incomplete activities will now appear under the ‘Not submitted’ filter, allowing you to recover and resume them for up to 180 days.
Why this matters
These enhancements are designed to:
- Reduce time spent chasing updates
- Improve transparency across all activity types
- Enable faster case completion
- Support your team to take action when it’s needed most
Activity Management continues to be your central hub for managing client requests -now with even more functionality to support your day to day workflow.
Need support?
Your Business Development Manager (BDM) or North Training Consultant (NTC) can walk you through these updates.
See what else is new on North here!
New Enhancements To Support Clearer Simpler Account Management
02 March 2026 We’ve introduced a series of enhancements across North designed to improve transparency, efficiency and confidence when managing client accounts. Read more
Electronic Signatures now accepted for Non Lapsing Nominations
02 March 2026 You can now offer clients a faster, more convenient way to complete non lapsing death benefit nominations, with electronic signatures accepted for all Super and Pension accounts - new and existing. Read more
How to stay scam aware this silly season
24 November 2025 Remaining vigilant about data and digital security is particularly important around holiday season as phishing attempts increase. The North team want to share a few reminders for you and your clients on staying safe online. Read more
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.
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