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Navigator retirement plan series 2

Mlc navigator retirement plan series 2 2026

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The MLC Navigator Retirement Plan Series 2 Product Disclosure Statement (PDS) provides comprehensive information about the retirement plan, including its features, investment options, fees, and tax implications. It emphasizes the importance of consulting a financial adviser before making investment decisions and outlines how superannuation works in Australia. The document details the types of contributions allowed, account management processes, insurance options, and beneficiary nominations. It also includes application forms for both superannuation and pension services, along with guidelines for direct debit arrangements and tax file number declarations.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your personal details, including your name, date of birth, and contact information. Ensure all fields are filled accurately.
Provide your Tax File Number (TFN) as it is required for identification purposes. If you do not have a TFN, be aware that your application may be rejected.
Specify whether you are rolling over funds from another superannuation account. If yes, provide the details of the source fund and the amount.
Indicate if you are making any initial contributions and specify the type and amount of each contribution.
Select your investment options from either the Core Investment List or Full Investment List based on your preferences.
Review all entered information for accuracy before submitting the form through our platform.

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2021	4.8 Satisfied (64 Votes)
2018	4.2 Satisfied (55 Votes)

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What is the No. 1 super fund in Australia?

Six superannuation providers topped the list in Canstars 2025 Superannuation Star Ratings and Awards: Australian Retirement Trust. AustralianSuper. Aware Super. HESTA. Hostplus. UniSuper. Effect of Annual Returns On Superannuation Balance at Retirement.

How does MLC rate as a super fund?

MLC Super Fund is a Public offer Retail fund. Learn more about MySuper funds and the different types of super funds. MLC Super Fund ranks 10 in terms of total member benefits, which are valued at approximately $86.11 billion. In terms of members, MLC Super Fund ranks 9, with 808,190 members.

What happened to MLC Super?

In October 2016, the insurance division of MLC limited was divested by National Australia Bank, with Nippon Life Japan acquiring a majority stake (80%). On 31 May 2021, the National Australia Bank sold its remaining MLC branded wealth management businesses to Insignia Financial (then known as IOOF).

How many members does MLC Super have?

fees, investment returns, and how to join Today, MLC Super manages nearly $86 billion in retirement savings for 800,000 members, providing competitive investment options and services to help Australians build their retirement wealth.

Is MLC Super performing well?

MLC MySuper Growth Portfolio delivered strong 1 and 5-year returns. The MLC MySuper Growth Portfolio where the majority of our MySuper members are invested delivered a strong, double-digit return of 10.1% over the year to 30 June 2025, and 9.2% p.a. over five years.

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How big is the MLC Super Fund?

fees and investment returns Today, MLC Super manages nearly $86 billion in retirement savings for 850,000 members, providing investment options and services to help Australians build their retirement wealth.

What is my MLC USI number?

Our USI and ABN ProductUSIABN MLC MasterKey Business Super (including MLC MasterKey Personal Super) 70732426024100 MLC Super Fund 70 732 426 024 MLC MasterKey Super Fundamentals 70732426024101 MLC MasterKey Pension Fundamentals 70732426024102