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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Upcoming webinar | CPD-accredited

The investment journey - putting global issues into perspective
Join us for an insightful discussion led by Brad Creighton, Portfolio Manager, and Diana Mousina, Deputy Chief Economist, as they delve into the impact of current macro market environment and how tailored investment principles can assist with your long-term financial strategies.
Register now

Recent announcements

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

How to secure Your Xplan data feed and maintain uninterrupted access

31 May 2024 Data security continues to be an important focus across the financial services industry. North’s financial planning data feeds, include sensitive client information. Together with Xplan, we are improving security by introducing an annual data feed ‘token’ process. Read more

North upgrades offer clearer timelines & easier rebalancing for managed funds

31 May 2024 North is committed to providing you with the tools and information you need to effectively manage your clients' investments. We're adding enhancements to transparency around estimated trade completions times when managed funds are involved. Read more

 

Articles and case studies

We’re providing more flexibility for you and your clients

03 July 2024 We continue to invest into our Managed Portfolio offer on North and we’re committed to providing more flexibility and choice for how you manage your clients’ assets. Read more

Support Staff get easier access to adviser data

03 July 2024 We're improving data access for support staff to better assist you and your clients. Read more

MyNorth Lifetime webinar series

20 June 2024 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

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

What are Australians thinking when it comes to financial advice?

18 October 2022 Our Financial Advice Guide reveals current needs, barrier and triggers when it comes to Australians seeking advice. Read more

 

Webinars on-demand

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

Navigating financial advice ethics: client couples and conflict of interest

13 November 2023 | Investing The session will explore the nature of separation and divorce in the context of financial advice, in addition to other potential conflict of interest issues that can arise with client couples. Duration: 60 min | CPD: 1.0 | Expiry: 16 November 2024 Read more

Australian earnings growth set to return

13 November 2023 | Investing It now seems likely that FY25 will see a return to Australin earnings growth, after a growth hiatus over the last 12 months. Globally, earnings growth is already accelerating across Europe, Japan, and the US. Register to hear from our expert panel as they discuss factors driving this earnings growth resurgence. Duration: 60 min | CPD: 1.0 | Expiry: 20 March 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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Card List
Support Staff get easier access to adviser data
03 Jul 2024
We're improving data access for support staff to better assist you and your clients.
Read More
We’re providing more flexibility for you and your clients
03 Jul 2024
We continue to invest into our Managed Portfolio offer on North and we’re committed to providing more flexibility and choice for how you manage your clients’ assets.
Read More
MyNorth Lifetime webinar series
20 Jun 2024
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
North Annual, Exit and Transfer Exit Statement changes
17 Jun 2024
From 24 June there will be some minor updates to Annual, Exit and Transfer Exit Statements for Super and Pension accounts.
Read More
APRA Annual Performance Test for Trustee Directed Products 2024
04 Jun 2024
The Annual Performance Test (APT) is part of the Your Future, Your Super (YFYS) reforms and is intended to assess a superannuation investment product’s long-term performance, over a ten-year period.
Read More
ATO changes to Advice Fees
04 Jun 2024
As we previously communicated in North News in March and April, the Australian Taxation Office (ATO) will be removing the ability for us to claim a Reduced Input Tax Credit (RITC) on behalf of members for Advice Fees collected by the platform, from 1 July 2024.
Read More
Managed Portfolios investment customisation now live
03 Jun 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
Why I use North - Mina Nguyen, Director of Essense Wealth
31 May 2024
In the latest instalment of our interview series with leading advisers, we caught up with Mina Nguyen of Essense Wealth.
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.