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Investment Opportunities > Superannuation > Master Trusts Print this page [ A ] [ A ] [ A ]

Super Master Trusts - 100% entry fee rebate


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 NameFee RebateInitial InvestmentExpected Close Date
BT Lifetime Personal Super 4.0% (100%)$5,000Ongoing
Colonial First State FirstChoice Personal Super 4.0% (100%)$1,500Ongoing
ING OneAnswer Personal Super 4.0% (100%)$2,000Ongoing
IOOF Pursuit Core Personal Superannuation 4.0% (100%)$2,000Ongoing
MLC MasterKey Super 5.0% (100%)$5,000Ongoing
Perpetual WealthFocus Super Plan & Pension Plan 4.0% (100%)$3,000Ongoing
SMF Spectrum Super Plan 4.1% (100%)NILOngoing
 
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.