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A master trust is an admistrative structure or platform that allows investors to hold a range of managed fund investments through one account. This is done by providing access to a wide selection of single-manager and multi-manager investment options (or underlying funds) from different fund managers and investment sectors.
Master trusts provide a consolidated tax statement and a single account login, aiding investors in monitoring and managing their investment portfolio.
Some key benefits of master trusts include:
- An extensive range of investment alternatives, enabling effective diversification
- Quick and simple switching and portfolio rebalancing
- Ease of administration, with one access point for your investments
- Consolidated reporting and tax statements
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Existing master trusts:
Entry fees on master trusts are optional - if you are paying entry fees and/or dial up adviser service fees on an existing account with any of the above master trusts, we can help. Nominate 2020 as your investment broker and we will code your account for a 100% rebate of all future entry fees on additional investments and regular savings plans. It is not necessary to change or sell the investment to do this - it's as easy as completing this one page from.
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| Entry Fees | Entry fees are optional. Are you paying entry fees on existing managed funds? more info
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| Master Trusts | Want more control of your super? Access super master trusts with no contribution fees.
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