MLC Australia

“The most important step you can take to shape your retirement outcome is to plan ahead, and the best time to begin is today.”   Anthony Caneva, General Manager of Member Engagement & Wellbeing explored the key elements of a financial wellbeing proposition with our Employer Clients at our Employer Town Hall events held in Sydney and Melbourne.    #MLC #Superannuation #Retirement #FinancialWellbeing

“Members in our ready-made portfolios enjoyed healthy returns for the 2023/24 financial year, ranging from 7.8% for the MLC Conservative Balanced option; a strong 12.2% return for the MLC High Growth option; and an impressive 16.1% return for the MLC Aggressive option.”   Jason Marler General Manager Workplace Solutions highlights the performance of MLC’s ready-made portfolios for the financial year ending 30 June 2024.   Explore our Ready-made portfolios and see how they have performed for the recent September quarter: https://lnkd.in/gz6KFFr2 Past performance is not an indicator of future performance. Products issued by NULIS Nominees (Australia) Ltd. Visit mlc.com.au for PDS & TMD. Consider if it’s right for you.

“Superannuation portfolios need to be nimble as we navigate persistent inflation and a higher for longer interest rate environment. We are seeing a number of compelling opportunities in a variety of private markets for our members." Sam Stobart, Investment Specialist, kicked off with an investment market update at our Sydney and Melbourne Client Town Hall events this week. Sam unpacked some of the key drivers of current economic times, including market volatility, cost of living crisis, inflation, interest rates and geo-political uncertainty. He outlined how the MLC Asset Management investment team are responding to these evolving market conditions within our portfolios to achieve exceptional results for our members. #MLC #Investmentinsights #MarketUpdate #Superannuation #EconomicOutlook

“Superannuation portfolios need to be nimble as we navigate persistent inflation and a higher for longer interest rate environment. We are seeing a number of compelling opportunities in a variety of private markets for our members." Sam Stobart, Investment Specialist, kicked off with an investment market update at our Sydney and Melbourne Client Town Hall events this week. Sam unpacked some of the key drivers of current economic times, including market volatility, cost of living crisis, inflation, interest rates and geo-political uncertainty. He outlined how the MLC Asset Management investment team are responding to these evolving market conditions within our portfolios to achieve exceptional results for our members. #MLC #Investmentinsights #MarketUpdate #Superannuation #EconomicOutlook

It was fantastic to connect with so many of our employer clients today at our annual Client Town Hall lunch in Melbourne. The day’s highlight was a lively panel discussion exploring the connection between the economic challenges our members face and their impact on workplace wellbeing for employers, as well as the personal financial wellbeing of employees. It was great to hear such insightful questions from our clients. #financialwellbeing #strongertogether #clientfirst #superannuation Analisa Kirby Sam Stobart Scott Krebs, PhD Anthony Caneva

Collaboration is fundamental to our business, and we take great pride in connecting with our clients. There’s nothing quite like meeting face-to-face, as it strengthens our relationships and fosters deeper engagement. Today, we kicked-off our 2024 Employer Client Town Hall events with a breakfast roundtable in Sydney. It was wonderful to see so many of our valued clients. #MLC #FinancialWellbeing #EconomicInsights #Superannuation Analisa Kirby Anthony Caneva Sam Stobart Scott Krebs, PhD

Growing wealth for clients is easier with Electronic Fund Transfer (EFT) deposits. Clients can make deposits into their Expand super and investment accounts via EFT, BPAY® and Direct Debit.   Find out more. https://lnkd.in/gkTWsfP7   For more information, contact your BDM or email advisoryrelationships@insigniafinancial.com.au. #Expand #EFT #ElectronicFundsTransfer #MLCAustralia

How low should you go with concessional contributions? Our Senior Technical Manager Scott Quinn cautioned that with changes to personal tax rates now in effect "revisiting the numbers to understand just how low to go with CC's is critical". Read his Financial Standard article in full below. #concessionalcontributions #advice #mlctechconnect

Register today - https://lnkd.in/gicVx6KK for direct access to our new SMA investment managers on Expand Extra - Betashares and Drummond Capital Partners. Learn about their investment philosophies and benefits for you and your clients. #ExpandSMAs #Betashares #DrummondCapitalPartners

"The strong investment return for the financial year is great news for our members."   Jason Marler, General Manager Workplace Solutions highlights the strong, top quartile performance of MLC’s MySuper Growth Portfolio for the financial year ending 30 June 2024*. View MLC’s recent performance: https://lnkd.in/gCE6E6fT #MLC #superannuation *SuperRatings Fund Crediting Rate Survey, June 2024. Based on SR50 MySuper Index Survey. Top quartile refers to performance over 1, 3 and 5 years to 30 June 2024. Based on MLC’s MySuper Growth Portfolio. Past performance is not an indicator of future performance. Products issued by NULIS Nominees (Australia) Ltd. Visit mlc.com.au for PDS & TMD. Consider if it’s right for you.