CONTACT US | PRIVACY POLICY | TERMS & CONDITIONS | SITEMAP
  MEMBER LOGIN
  REGISTER NOW
Allocated Pensions
Find a Fund
Order a PDS
Top 20 Performing Funds
Re-rated Funds
Master Trusts

Master Trusts

Investment Opportunities > Allocated Pensions > Master Trusts Print this page [ A ] [ A ] [ A ]

Master Trusts - 100% entry fee rebate


Invest in pension master trusts without paying entry fees. Click on the fund name below to access the product disclosure statement. Investing is easy - the application form is stamped for 100% entry fee rebate, simply complete and send to the fund manager.

Master trusts as pension funds provide a 'one-stop-shop' for your investments. Select from a range of discretionary funds for full control (the individual investor selects the underlying investment options and fund managers from those available on the master trust). Or select one of the multi-manager fund of funds (investors select a general risk profile and the master trust selects the underlying investment managers who in turn choose the investments).

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. Also available: Investment and Super master trusts.

Fund NameFee RebateInitial InvestmentExpected Close Date
AMP Flexible Lifetime - Allocated Pension 4.5% (100%)$20,000Ongoing
BT Lifetime Flexible Pension 4.0% (100%)$25,000Ongoing
Colonial First State FirstChoice Pension 4.0% (100%)$20,000Ongoing
ING MoneyForLife 4.0% (100%)$50,000Ongoing
ING OneAnswer Pension 4.0% (100%)$20,000Ongoing
IOOF Pursuit Core Allocated Pensions 4.0% (100%)$10,000Ongoing
MLC MasterKey Pension 5.0% (100%)$0Ongoing
Perpetual WealthFocus Super Plan & Pension Plan 4.0% (100%)$20,000Ongoing
Spectrum Pension 4.1% (100%)$30,000Ongoing
 
BlueChip20
Own a $10000 share portfolio in Australia's top 20 companies for $5 brokerage. more info
 
Financial Advice
Professional fee for service financial advice - avoid % based adviser service fees that last the life of the investment. more info