MyNorth is one of Australia's most competitive wrap offerings, providing low administration fees and increased flexibility. Its simple fee structure with low $91 yearly account fees1, can help you build cost-effective client portfolios. View the client fee flyer for more information.
They can choose from our Core, Select and Choice menus. The Core menu has no admin fees (includes cash account).
Clients can access lower admin fee rates as their total portfolio balance grows. These rates will apply to every dollar invested.
Families can group with up to 6 members with up to 6 accounts each to benefit from family fee aggregation and cap.
Individual clients will pay no more than $2,400 per year and families will pay no more than $3,300 per year on admin fees.
|Portfolio value ($)(i)||Core (% pa)||Select (% pa)||Choice Super & Pension (% pa)||Choice IDPS (% pa)|
|0 - 149,999||0.00||0.20||0.62
|150,000 - 249, 999||0.00||0.20||0.40||0.40|
|250,000 - 399,999||0.00||0.20||0.32||0.28|
|400,000 - 599,999||0.00||0.20||0.28||0.23|
|600,000 - 749,999||0.00||0.20||0.26||0.21|
(i) Includes all MyNorth Super, MyNorth Pension, MyNorth Investment, North Personal Super, North Personal Pension and North Investment accounts.
What you need to know
1 The account fee is per account held and is waived on non-commutable allocated pensions (NCAPs) and accounts that commenced a guarantee prior to 28 November 2020.
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’s 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 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 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 Investment is operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFS Licence No. 234652. MyNorth Super and Pension is issued by N.M. Super. MyNorth is a trademark registered to NMMT.
All information on this website is subject to change without notice.