MyLife MyPortfolio Self-directed Investment Option

Our self-directed investment option gives members a new level of control and choice with their superannuation and pension investments.

MyLife MyPortfolio is an online investment and trading platform providing members with the ability to invest in the ASX 200, the top 200 companies listed on the Australian Stock Exchange (ASX), Exchange Traded Funds (ETFs) listed on the ASX and Term Deposits alongside your chosen Managed Choice and Build Your Own investment options.

Getting Started

Step 1) Be a Member of Catholic Super. Read the MyLife MyPortfolio Guide for information on this investment option including features, benefits, switching in and out, fees, charges, terms and conditions.

It is recommended you speak with a financial planner to discuss your investment strategy and risk profile

Step 2) You will need a minimum superannuation or pension account balance of $50,000, have your email address registered with Catholic Super and opt-in to receive electronic communications and statements.

Step 3) Login to MyLife Online to transfer (switch in) a minimum initial investment of $5,000 from your existing Managed Choice or Build your Own investment options to MyLife MyPortfolio. You can switch up to 80% of your superannuation account balance, or up to 50% of your pension account balance to MyLife MyPortfolio.

Step 4) Once your switch in request is verified you will receive an email confirming the switch has been processed. Usually Tuesday the following week from your switch in request.

Step 5) Within two weeks from your initial switch in request, you will receive an email containing a link and temporary password to activate your MyLife MyPortfolio account. Once logged in you can start investing with your MyLife MyPortfolio balance.

Advice available before investing

We recommend that you seek financial advice when making major investment decisions such as choosing to invest in the MyLife MyPortfolio self-directed investment option.

You can discuss your investment goals and objectives with one of our qualified financial planners and receive personalised advice.

MyLife MyAdvice financial planners can give you advice about your overall risk profile; however they cannot give you advice about individual shares, ETFs or term deposits available through MyLife MyPortfolio.

To make an appointment please call our Service Centre on 1300 963 720

 

Highlights

  • Control over your investments.
  • No Setup Costs
  • Low on-going fees
  • Interest bearing cash transactions account
  • Watchlists
  • Price Quotes & Charts
  • Real-time Trading
  • Real-time Market Depth
  • Extensive company research, analysis and ratings.
  • Current and historical portfolio performance, transaction history and tax reporting.