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Navigator retirement plan series 2

Mlc navigator retirement plan series 2 2025

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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 considering personal financial situations before investing and encourages consulting with a financial adviser. The document outlines how superannuation works in Australia, details on managing accounts, insurance options, and the process for making contributions or rollovers. Additionally, it includes application forms for both superannuation and pension services, along with guidelines for beneficiary nominations and direct debit arrangements.

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

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can I withdraw MySuper from MLC?

To access your super you must meet a condition of release. Before you can access your super at least one condition of release must be met. The main conditions of release are: reaching preservation age and retiring. reaching preservation age and commencing a transition-to-retirement income stream.

What happened to MLC Super?

On 31 May 2021, the National Australia Bank sold its remaining MLC branded wealth management businesses to Insignia Financial (then known as IOOF).

Is MLC a good super fund?

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. In the 2024 financial year, the number of MLC Super Fund members changed by -5%, which places them at 62 of 95 funds in terms of growth.

What is the average return of MLC super?

MLC Super has delivered steady performance over the years. The MySuper Growth Portfolio has achieved the following: 1-year return (as at 30 June 2024): 9.8% 5-year average return: 6.7% p.a.

How many members does MLC Super have?

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.

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Which is the most ethical super fund?

What super funds have ethical investments? Perpetual Superannuation. Prime Super. Sustainable Responsible Investment Balanced. QSuper. Socially Responsible. Raiz Invest Super. Emerald. REST Super. Sustainable Growth. Spirit Super. Sustainable. UniSuper. Sustainable Balanced. Verve Super. All options.

How do I withdraw my super from MLC?

Contact your super fund - Start by contacting your super fund. They will guide you through the process and provide the necessary forms and information. Complete the application - Depending on the reason for your super withdrawal, you may need to complete specific forms and provide supporting documentation.

Mlc navigator retirement plan series 2 2025

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Got questions?

Can I withdraw MySuper from MLC?

What happened to MLC Super?

Is MLC a good super fund?

What is the average return of MLC super?

How many members does MLC Super have?

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Which is the most ethical super fund?

How do I withdraw my super from MLC?

mlc navigator retirement plan series 2

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