North’s suite of lifetime income solutions provide advisers with an opportunity to rethink their clients’ retirement income.

These three examples show how MyNorth Lifetime accounts can take your clients from accumulation through to retirement, while ensuring you stay in control of all important portfolio decisions.

Examples are illustrative only and are not an estimate of the earnings or investment returns your client will receive, or the fees and costs they’ll incur.

Nora's story
Nora is a 60-year-old single retiree with $600,000 in savings and aims for a $50,000 annual income in retirement. Her adviser suggests using both a MyNorth Deferred Lifetime Income account and an account-based pension to achieve her goal.
Read Nora's story
Amy’s story
Amy is 55. She opens a MyNorth Lifetime Super account with a balance of $447,076. She has a $355,568 purchase amount, and potential age pension increase due to her 40% Centrelink discount.
Read Amy's story
David and Sarah’s story
As 67-year-old eligible retirees, David and Sarah have just made a combined super balance of $900,000. Outside super, they own $100,000 in assets and receive no age pension. David and Sarah ideally would like $91,000 in annual income (at today’s value, indexed to CPI), access to the age pension, and a Pensioner Concession Card.
Read David and Sarah's story

Master MyNorth Lifetime

Our MyNorth Lifetime Master series of 10-minute videos is the fast way to become an expert in our suite of three super and pension accounts.
Get started

 

We're here to help

Contact a BDM

Request a call back

Contact our team of experts to help you with everything North.
We have business development representatives in every state. 

 

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.