At North, we’re committed to providing a wrap platform that delivers great value.
Our tier structure has a minimum administration fee of $180 pa ($15 per month) and the fee rate gets progressively lower in each tier1. Administration fees are only charged on the first $1.25m for a client or family group.
Enjoy plenty of choice with sophisticated and diversified investment options to meet a wide range of needs.
You or up to six family members can combine multiple account balances in MyNorth and North to access lower administration fee rates.
Our low fees allow us to continue to enhance our offering and deliver great service2.
The Lifetime fee of 0.10% pa which applies to MyNorth Lifetime accounts is capped at $500 pa. The Trustee fee of up to 0.015% for superannuation and pension members is capped at $300 pa per account.
An Investment fee of 0.75% pa applies to Cash accounts.
MyNorth administration fees
| Tier of account balance* | Select menu (% pa) | Choice menu (% pa) Super & Pension |
Choice menu (% pa) Investment |
| First $350,000 | 0.20 | 0.28 | 0.25 |
| Next $400,000 | 0.12 | 0.17 | 0.15 |
| Next $250,000 | 0.10 | 0.12 | 0.10 |
| Next $250,000 | 0.08 | 0.08 | 0.08 |
| Over $1,250,000 | 0.00 | 0.00 | 0.00 |
*Where individual or family aggregate applies, this is the total portfolio balance of all MyNorth Super, MyNorth Pension, MyNorth Investment, North Super, North Pension, and North Investment accounts within the aggregate. Other fees will apply, such as the account fee, cash account investment fee, and other fees as applicable. Refer to the product disclosure documents for further information.
1 Clients will pay either the minimum administration fee of $180 pa or the percentage-based administration fee, depending on their account balance. Where individual or family fee aggregation applies, the minimum is applied at the group level and proportioned based on the balance held in each account.
2 Not charged on NCAP accounts or accounts with a MyNorth Guarantee that started before 28 November 2020.
Solutions for life
MyNorth Investment
Accumulate wealth for life’s big moments with solutions for individuals, joint clients, trusts, companies and SMSFs.
MyNorth Super
Grow your super with wide investment choice and transfer your nest egg to MyNorth Pension when you’re ready to retire.
Find out moreMyNorth Pension
Turn your hard-earned super savings into a regular income stream to help you live the lifestyle you want in retirement.
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. 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.