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.
Hosted by Retirement Specialist Julian Place, these 1-hour sessions provide an excellent opportunity for you or your staff to learn about our innovative retirement income stream, MyNorth Lifetime, ask questions about our modelling tools, run client scenarios and learn from peers going through the same education process.
There are three sessions we are running on a recurring basis.
Lifetime Accounts: Introduction and Overview
Julian will provide an overview of Innovative Retirement Income Streams. Specifically, we will focus on three new IRIS account types on the North Platform. You will learn how Lifetime accounts work and how they can be used to develop brand new client strategies, that deliver significantly enhanced retirement outcomes.
Lifetime Modelling Tools: Demonstration
In this session, Julian will demonstrate the four separate Lifetime modelling tools/calculators. The suite includes two simple calculators to assist in articulating the benefits of Lifetime Accounts to clients, and two further modelling tools to produce more detailed projections that can be used to support Statements of Advice builds.
Lifetime Accounts: Strategies, Case-Studies and Q&A
In this session, Julian will share client case studies using Innovative Retirement Income Streams. The case studies will assist advisers to identify client scenarios where Lifetime Accounts can deliver maximum value. There will also be plenty of time for Q&A.
Register here
| Date/time | Webinar | |
| Friday 20th September 12pm AEST | MyNorth Lifetime Accounts - Strategies, Case-studies, and Q&A | Register |
| Friday 4th October 12pm AEST | MyNorth Lifetime Accounts - Modelling Tools Demonstration |
Register |
| Friday 11th October 12pm AEDT | MyNorth Lifetime Accounts - Strategies, Case-studies, and Q&A | Register |
Master MyNorth Lifetime
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.