Let the #1 retirement solutions provider* work for you
*Investment Trends 2023 Benchmarking Report
The importance of retirement for your clients, and your business
Retirement is on everyone’s horizon, but what that horizon delivers can vary greatly. This is why retirement planning is a strong part of an adviser’s offering.
As you help create the future your clients are aiming for, it also opens the door for more opportunities for your business. We understand that retirement planning is a key way advisers can demonstrate ongoing value, to clients and their families. Through your knowledge, expertise and guidance, you can help clients with a range of needs, including:
- investment advice
- minimising fees
- maximising social security entitlements
- cashflow management
- estate planning
- management of the family home (keep / keep and rent out / sell)
- understanding and funding aged care.
A market-first retirement solution for your clients
Retirement can be a frightening concept for many Australians. Often, for the first time in a person’s life, they are drawing down on their finances rather than contributing to them. What’s more, they don’t know how long their money needs to last. The common question is always ‘will I have enough?’.
This results in many retirees being more conservative than they need to be. They’re not enjoying the lifestyle they could be, and are forgoing goods and experiences that could help make their retirement happier and more comfortable.
To help with this problem, North has created a suite of accounts called MyNorth Lifetime.
MyNorth Lifetime
A first-of-its-kind, award-winning retirement solution1 that offers significant tax benefits and a retirement income that lasts for life. It puts the adviser in the driver’s seat, giving you full investment control and creating opportunities for an ongoing client relationship. It can be a great solution to support your clients’ goals and evolving retirement needs.
Understand MyNorth Lifetime
Our MyNorth Lifetime Master series of 10-minute videos is the fast way to know all about this special suite of super and pension accounts.
Get startedA new landscape for retirement income
To help your clients retire with confidence, this guide looks at the accumulation-led policies of the past, and explains the new world of income streams.
New insights on investing for retirement
Helping your clients retire with confidence
MyNorth Super
Accumulate for retirement with either MyNorth Super or MyNorth Lifetime Super, each with a diverse range of investments which can be tailored to meet individual investment needs.
Download PDS
MyNorth Guarantees
Give clients peace-of-mind by helping protect their retirement savings from market falls and locking in gains when markets rise.
Learn moreMyNorth Pension
A suite of allocated pension and Lifetime accounts designed to help clients ease into retirement and provide clients with the confidence to spend.
Insurance
Life, TPD, Income and/or Trauma insurance options are available to help provide financial protection for your clients and their families should something ever happen.
Recontributions reinvented with our new North wizard – now live
Latest insights
Sandstone Insights - November Best Ideas
11 November 2024 Sandstone Insights have updated their Best Ideas list with the latest recommendations for November. Read more
More Age Pension and an income for life
31 October 2024 Innovative retirement income stream (IRIS) are keeping clients coming back for a lifetime. Adviser retirement strategies have traditionally been dominated by account-based pensions (ABPs) and sometimes lifetime annuities. But there’s a new player in town, and it’s changing the game. Read more
Reasons to be cheerful...3 key ways financial advisers are helping their clients feel better about their finances
08 October 2024 The AMP Financial Wellness Report 2024 highlights the critical role advice plays in managing financial stress. Read moreSupport where you need it
We have dedicated Retirement Specialists to help you with modelling, calculations and analysis to support your advice strategies.
We offer a range of tools and calculators designed to help with modelling and presenting your advice to clients.
We're here to help
North Service Centre
Monday to Friday
8:30 am - 7.00pm (Sydney time)
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.
1 Deferred Lifetime Investment Linked Winner, and Innovation Winner, Plan for Life Excellence Awards, 2022, Pension Fund Design and Reform Award winner at World Pension Summit 2023, Chant West Best Fund: Innovation Winner 2023, Chant West Best Fund: Lifetime Product Winner 2024.
Zenith CW Pty Ltd ABN 20 639 121 403 AFSL 226872/AFS Rep No. 1280401 Chant West Awards issued 22 May 2024 are solely statements of opinion and not a recommendation in relation to making any investment decisions. Awards are current for 12 months and subject to change at any time. Awards for previous years are for historical purposes only. Full details on Chant West Awards at https://www.chantwest.com.au/fund-awards/about-the-awards.