MLC Navigator Retirement Plan Series 2 - Supplementary Product Disclosure Statement 2026

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The MLC Navigator Retirement Plan Series 2 Supplementary Product Disclosure Statement (SPDS) dated March 19, 2018, provides updates to the existing Product Disclosure Statement (PDS) from September 30, 2017. Key changes include the appointment of WealthHub Securities Limited as the preferred broker and new rules for reversionary beneficiary nominations for Transition to Retirement accounts, requiring beneficiaries to meet specific conditions at the time of death. The document emphasizes the importance of reading both the SPDS and PDS together to understand how these changes may affect members.

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Click ‘Get Form’ to open it in the editor.
Begin by reviewing the document's introduction, which outlines the purpose of the Supplementary Product Disclosure Statement (SPDS) and its relationship with the main Product Disclosure Statement (PDS).
Navigate to the section detailing changes to preferred brokers. Here, you will find updated information regarding WealthHub Securities Limited as the preferred broker.
Proceed to the section on reversionary beneficiary nominations for Transition to Retirement accounts. Carefully read through eligibility criteria and conditions that must be met for your nominated beneficiary.
Utilize our platform’s tools to highlight important sections or make notes as you go through each part of the document, ensuring you understand how these changes may affect your retirement planning.
Once you have filled out any necessary fields or made annotations, save your progress regularly using our platform’s save feature.

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What is a supplementary PDS?

CORPORATIONS ACT 2001 - SECT 1014A Meaning of Supplementary Product Disclosure Statement. A Supplementary Product Disclosure Statement is a document by which a person who has prepared a Product Disclosure Statement (the PDS ) can: (a) correct a misleading or deceptive statement in the PDS; or.

What is MLC Masterkey Super?

Designed for all Australians, its the easy-to-manage super account that will see you through your working life and into retirement. Its easy to choose an investment option that suits your personal investment objectives and risk appetite.

What needs to be included in a PDS?

A document that financial service providers must provide to you when they recommend or offer a financial product. It must include information about the products key features, fees, commissions, benefits, risks and the complaints handling procedure.

What products require a PDS?

A Product Disclosure Statement (PDS) is a document that contains detailsthe fine printabout a financial product such as insurances, loans or superannuation.

What is a supplementary product disclosure statement?

A Supplementary Product Disclosure Statement is a document by which a person who has prepared a Product Disclosure Statement (the PDS ) can: (a) correct a misleading or deceptive statement in the PDS; or. (b) correct an omission from the PDS of information it is required to contain; or.

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What is the purpose of a product disclosure statement?

Purpose of a PDS As mentioned above, the key purpose of the PDS is to disclose key information to help consumers make informed purchases. ASIC has set out a list of Good Disclosure Principles to help product issuers prepare a PDS.