Master Trusts - with no entry fees

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Master Trusts - 100% entry fee rebate

100% entry fee rebate on your existing master trust

Below is the range of master trusts available via 2020 DIRECTINVEST with 100% entry fee rebate. Select the Fund Name for more information and to obtain a product disclosure statement. Click here for Superannuation Master Trusts and Allocated Pension Master Trusts.

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 across different investment sectors. Master trusts offer:

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

Fund Name	Fee Rebate	Initial Investment	Expected Close Date
BT Investment Funds	4.0% (100%)	$5,000	Ongoing
Colonial First State FirstChoice Investments	4.0% (100%)	$5,000	Ongoing
ING OneAnswer Investments	4.0% (100%)	$5,000	Ongoing
IOOF Pursuit Core Investment	4.0% (100%)	$2,000	Ongoing
MLC MasterKey Investment Service	5.0% (100%)	$5,000	Ongoing
Perpetual WealthFocus Investment Advantage	4.0% (100%)	$2,000	Ongoing

Research master trust investment options:

Master trusts offer access to an extensive range of professionally managed investment options, all accessible under a single product disclosure statement. Research the range of underlying investment options available under the master trust products above using our Find a Fund tool.

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