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Superannuation
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Super Master Trusts - 100% entry fee rebate
100% entry fee rebate on your existing master trust
Super master trusts are available from 2020 DIRECTINVEST with 100% entry fee rebate. Click on the fund name below for more information on the platform and to obtain a product disclosure statement.
Master Trusts are an investment administration platform that consolidate your investments in the one place whilst giving you diversification and choice through a range of investment options. They give investors access to funds not normally accessible by individuals and ease the administrative burden through consolidated reporting and account access. An attractive feature of some superannuation master trusts is that investors can transition from superannuation accumulation stage to pension stage in retirement without incurring capital gains tax.
Master trusts are also available as
Investment
and
Allocated Pensions
Fund Name
Fee Rebate
Initial Investment
Expected Close Date
BT Lifetime Personal Super
4.0% (100%)
$5,000
Ongoing
Colonial First State FirstChoice Personal Super
4.0% (100%)
$1,500
Ongoing
ING OneAnswer Personal Super
4.0% (100%)
$2,000
Ongoing
IOOF Pursuit Core Personal Superannuation
4.0% (100%)
$2,000
Ongoing
MLC MasterKey Super
5.0% (100%)
$5,000
Ongoing
Perpetual WealthFocus Super Plan & Pension Plan
4.0% (100%)
$3,000
Ongoing
SMF Spectrum Super Plan
4.1% (100%)
NIL
Ongoing
Find a master trust fund:
Superannuation master trust investment option information is available via the 2020 DIRECTINVEST super
Find a Fund
tool. Access independent research and performance data on funds available through the super master trusts listed above.
Find super funds with no entry fees