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Cornerstone Portfolio Service
An innovative superannuation, pension and investment service combining competitive fees, flexible investment options, and industry-leading security to keep your future safe. Powered by MLC’s 175 years of experience, it’s built to help you achieve more with confidence.
Product Features
Cornerstone Portfolio Service has been designed to deliver value for money, regardless of where you are on your investment journey. Leveraging the scale of Ironbark Advice, a highly competitive fee structure ensures that you only pay for the investments you need.
This includes:
- A low cost ‘core’ investment menu and an extensive ‘full’ investment menu, which allows you and your adviser to tailor your portfolio to suit your evolving needs.
- A capped administration fee and family fee linking to reduce the cost for all family members.
- No hidden costs - transparent pricing so you know exactly what you’re paying for.
Every investor’s needs are unique. That’s why Cornerstone offers you cost-effective and flexible investment management options that can be tailored to your changing needs. Select from two investment menus within the one product, so you only pay for what you need:
Core Menu
Features a Cash Account and access to a range of highly efficient, cost effective managed investments and SMA portfolios from leading professional investment managers.
Full Menu
Access to an extensive additional range of managed investments, SMA portfolios, listed investments and Term Deposits.
Whether you’re building wealth for retirement or wanting to make your savings last, Cornerstone Portfolio Service can help you with access to MLC Retirement Boost.
MLC Retirement Boost (Super)
Maintain full flexibility in your superannuation account whilst potentially accessing means test concessions for Government age pension once you retire.
MLC Retirement Boost (Pension – coming soon)
Designed to deliver retirement income for life - work with your adviser to ensure your money lasts longer in retirement.
Protecting your family and lifestyle from unforeseen events is critical for your financial future.
Work with your adviser to select cover for life, income protection and total & permanent disability - and integrate insurance seamlessly with your super strategy.
Access and view your portfolio any time via Cornerstone Portfolio Online.
Featuring advanced security to protect your personal and financial information and easy-to-use dashboard for tracking performance and making updates.
Cornerstone Portfolio Service has been purpose-built exclusively for Ironbark Advice clients by MLC, part of the Insignia Financial Group, backed by 175 years of experience and $330 billion in Funds Under Management and Administration.
Have a question?
Have a question or cannot find something?
Get in touch with us. We’re here to help.