Pension Master Trusts - 2020 DIRECTINVEST

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| Wednesday , 20 August 2008

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Allocated Pensions

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Master Trusts

Investment Opportunities > Allocated Pensions > Master Trusts

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Master Trusts

Many Pension Master Trusts allows you to channel money into one or more underlying investments and make the transition to retirement without incurring capital gains tax.

The Master Trust allows you to have:

Diversified investment portfolio
Access to wholesale funds
One access point for your investments
Consolidated reporting

Fund Name	Fee Rebate	Initial Investment	Expected Close Date
AMP Flexible Lifetime - Allocated Pension	4.5% (100%)	$20,000	Ongoing
BT Lifetime Flexible Pension	4.0% (100%)	$25,000	Ongoing
Colonial First State FirstChoice Pension	4.0% (100%)	$20,000	Ongoing
ING OneAnswer Pension	4.0% (100%)	$20,000	Ongoing
IOOF Pursuit Core Allocated Pensions	4.0% (100%)	$10,000	Ongoing
MLC MasterKey Pension	5.0% (100%)	$0	Ongoing
Perpetual WealthFocus Super Plan & Pension Plan	4.5% (100%)	$20,000	Ongoing

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