More document types. One simple upload experience
Sending documents to North just got a whole lot easier.
3 minutes
From Monday, 8 June, we’ve expanded Activities > Upload forms, making it simpler to submit a broader range of document types digitally and securely.
Upload forms already supports a wide range of everyday requests, such as account transfers, withdrawals, contribution splitting and changes to bank details.
Helping you manage key client transactions in one place. Now, we’re extending this capability even further, so more document types can be submitted digitally, reducing paperwork and simplifying your workflow.
Once uploaded, you can track progress directly in Activity Management, giving you clear visibility without follow‑up emails or guesswork.
What’s new?
More document types, now available to upload.
We’ve expanded the range of supported document types, helping you complete more tasks quickly and securely through a single, consistent upload experience.New document types now supported include:
- Downsizer contributions
- Small business CGT exemption contributions
- Change of client name
- Suspended fund switch requests
- Merging client numbers
- Authority to access client information
- Building on existing capability.
Upload forms already supports a broad set of commonly used transactions, including:
- Account transfers
- Withdrawals
- Contribution splitting
- Change of bank account details
- Binding nominations
- Cross client transfers.
By expanding the range of supported documents, you can now manage even more of your day-to-day tasks digitally - without relying on manual processes or separate workflows.
A simpler way to manage progress
Once documents are uploaded, they’re automatically tracked in Activity Management, giving you:
- Clear visibility of status and progress
- Fewer follow-ups and manual checks
- Greater confidence that requests are progressing as expected.
Discover what’s new on North
Stay ahead of the curve - see what else is new on North here!
Important information
® North and MyNorth are trademarks registered to NMMT.
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.
This article is for professional adviser use only and mustn’t be distributed to or made available to retail clients. It contains general advice only and doesn’t consider a person’s personal goals, financial situation or needs. 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, available from NMMT at northonline.com.au or by calling 1800 667 841, before deciding what’s right for them. You can read the NMMT Financial Services Guide online for more information, including the fees and benefits that AMP companies and their representatives may receive in relation to products and services provided. You can also ask us for a hard copy.
Past performance is not a reliable indicator of future performance.
This article includes forecasts, statements and estimates in relation to future matters, many of which are based on subjective judgements and/or proprietary internal modelling. No representation is made that such statements or estimates will prove correct. The reader should be aware that forward-looking statements are predictive in character and may be affected by inaccurate assumptions and/or by known or unknown risks and uncertainties. Results ultimately achieved may differ materially from forecast results. No independent third party has reviewed the reasonableness of any such forward-looking statements or the assumptions on which those forecasts are based.
The performance results in this article are hypothetical back test results for a model portfolio. They do not reflect the performance of actual investments. The back-tested results were achieved by means of the retroactive application of a model that was designed with the benefit of hindsight. This cannot reflect all of the complexities of actual investing and there are many material factors that would have affected actual results, including those relating to the markets in general, the impact of fees and expenses, liquidity activity and other factors, any or all of which may have adversely affected actual performance.
A number of the statements are based on information and research published by others. We have not confirmed, and do not warrant, the accuracy or completeness of that third-party information or research.
All third-party brands, indices and trademarks mentioned are property of their respective owners. Their mention in this article is for illustrative purposes: it does not constitute an endorsement of any product, service or strategy.
