Pension Master Trusts - 2020 DIRECTINVEST

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Master Trusts - 100% entry fee rebate

100% entry fee rebate on your existing master trust

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 Name	Fee Rebate	Initial Investment	Expected Close Date
BT Lifetime Flexible Pension	4.0% (100%)	$25,000	Ongoing
Colonial First State FirstChoice 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
OnePath (ING) MoneyForLife	4.0% (100%)	$50,000	Ongoing
OnePath (ING) OneAnswer Pension	4.0% (100%)	$20,000	Ongoing
Perpetual WealthFocus Pension Plan	4.0% (100%)	$20,000	Ongoing
Spectrum Pension	4.1% (100%)	$30,000	Ongoing

Pension master trusts:

Browse the available pension investment fund options available through the master trusts listed above using the 2020 DIRECTINVEST Find a Fund tool. Access independent research on each underlying investment as well as performance data and star ratings.

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