Helping you stay on top of things

To help you help your clients, we offer the latest education pieces, webinars, guides, articles, announcements, and market insights in one convenient place. 

Market insights

Weekly market updates and economic insights from Dr. Shane Oliver and Diana Mousina.

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MyNorth Lifetime Masterclass

A series of short videos to show you all about this special suite of pension and super accounts, and how they can help your clients.

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On-demand webinar | CPD-accredited

Keeping it in the family: intergenerational wealth conversations
How can you keep generations of clients happy? Dr Katherine Hunt returns for the second webinar in a three-part ethics series, this time to discuss the hotly requested topic of intergenerational wealth conversations.
Register here

Recent announcements

New partnership offering expanded data feeds

05 December 2024 Streamline your workflow with North’s expanded data feed options. Partnering with leading software providers, we're offering more choice and flexibility. Read more

Clients can now share account information securely through North

23 September 2024 There are many cases where a client may have more than one account on platform they need to view. Clients can now opt to share visibility of accounts. Once provided they’ll only need one login to see information for their own accounts and other accounts they’ve been given permission to view. Read more

Managed Portfolios investment customisation now live

03 June 2024 We've expanded our customisation options for Managed Portfolio's giving you more flexibility over the assets your clients hold. This new functionality allows you to tailor your client's Managed Portfolio by customising the underlying holdings to account for any specific client preferences. Read more

 

Articles and case studies

How SMAs can create tax efficiencies at different life stages

05 February 2025 The portability benefits of managed portfolios can reduce tax frictions Read more

MyNorth Lifetime webinar series

28 January 2025 Brush up on your knowledge of our retirement solutions and tools or ask us the questions you’ve been mulling in these drop-in weekly webinars. Read more

The SMA effect. How managed portfolios are transforming advice businesses

24 January 2025 Imagine a type of account that can help your clients minimise tax when transferring between portfolio ranges and risk profiles. Read more

Guides and reports

An introduction to managed portfolios

30 November 2023 We’ve partnered with IMAP to develop an educational guide to explain the rapidly growing demand for managed portfolios. Read more

Beyond the Benchmark

24 July 2023 | Investing In recent years, the growing popularity of index investing has gained momentum and index funds have experienced an exceptional increase in assets under management (AUM). To help navigate this complexity, here are 10 important things to consider when choosing a diversified index fund. Read more

Generation stressed: Retirement concerns and how to alleviate them

18 October 2022 Australian’s retirement dreams are in danger of turning sour. Here’s how advisers can help their clients get back on track. Read more

 

Webinars on-demand

Keeping it in the family: intergenerational wealth conversations

24 September 2024 Dr Katherine Hunt returns for the second webinar in a three-part ethics series, this time to discuss the hotly requested topic of intergenerational wealth conversations. This on-demand session explores principles that can help you to keep generations of clients happy. Duration: 60 min | CPD: 1.0 | Expiry: 24 October 2025 Read more

Ethical financial advice for the modern retiree: navigating retirement 2.0

23 July 2024 Dr. Katherine Hunt will discuss how to offer ethical financial advice and address retirement planning challenges. Register today to enhance your clients' experience. Duration: 60 min | CPD: 1.0 | Expiry: 23 July 2025 Read more

The investment journey - putting global issues into perspective

31 May 2024 Brad Creighton, Portfolio Manager, and Diana Mousina, Deputy Chief Economist, discuss the the impact of current Macro Market environment and how tailored investment principles can assist with your long term financial strategies. Duration: 60 min | CPD: 1.0 | Expiry: 31 May 2025 Read more

Platform updates

See the latest features and enhancements we’ve made to North.

Learn more

Investment updates

See the latest additions to our investment menu.

Learn more

   

 

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How SMAs can create tax efficiencies at different life stages
05 Feb 2025
The portability benefits of managed portfolios can reduce tax frictions
Read More
MyNorth Lifetime webinar series
28 Jan 2025
Brush up on your knowledge of our retirement solutions and tools or ask us the questions you’ve been mulling in these drop-in weekly webinars.
Read More
The SMA effect. How managed portfolios are transforming advice businesses
24 Jan 2025
Imagine a type of account that can help your clients minimise tax when transferring between portfolio ranges and risk profiles.
Read More
How new retirement solutions can increase client engagement
11 Dec 2024
Learn how innovative retirement income streams are helping advisers stay closer to their clients for longer.
Read More
2024, that's a wrap
09 Dec 2024
This year has been huge for North as we continue to invest in the things that matter most to you, our advisers, your clients, and our business partners. Hear from Group Executive, Edwina Maloney as she recaps the year sharing the top highlights.
Read More
Sandstone Insights - December Best Ideas
05 Dec 2024
Sandstone Insights have updated their Best Ideas list with the latest recommendations for December.
Read More
Expanded data feeds: more choice, more flexibility
05 Dec 2024
Streamline your workflow with North’s expanded data feed options. Partnering with leading software providers, we're offering more choice and flexibility.
Read More
Game-changing visibility of service request progress on North
25 Nov 2024
Alongside the exciting addition of household reporting to North Interactive, there’s two other new updates that have been delivered to improve your experience on North.
Read More
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Important information

The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only, does not take account of your client’s personal objectives, financial situation or needs, and a client should consider whether this information is appropriate for them before making any decisions. It’s important your client consider their circumstances and read the relevant product disclosure statement (PDS), investor directed portfolio guide (IDPS Guide) and target market determination (TMD), available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.  

MyNorth Investment and North Investment are operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFSL 234652 (NMFM). MyNorth Super and Pension (including MyNorth Lifetime), MyNorth Super and Pension Guarantee and North Super and Pension are issued by N.M. Superannuation Proprietary Limited (ABN 31 008 428 322, AFSL 234654 (NM Super) as trustee of the Wealth Personal Superannuation and Pension Fund (the Fund) ABN 92 381 911 598. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios. All managed portfolios may not be available across all products on the North platform. All of the products above are referred to collectively as MyNorth Products.  The information on this page is provided only for the use of advisers, it is not intended for clients. This page provides a brief overview of some of the benefits of investing in MyNorth Products. The adviser remains responsible for any advice/services they provide to clients including making their own inquiries and ensuring that the advice/services are appropriate and in accordance with all legal requirements. 

You can read the Financial Services Guide online for more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Proprietary Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided.   

North and MyNorth are trademarks registered to NMMT.  

All information on this website is subject to change without notice.