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Master Trusts

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

Super Master Trusts


Master trusts have become increasingly common as super accounts, providing 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).

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.

Fund NameFee RebateInitial InvestmentExpected Close Date
AMP Flexible Lifetime - Super 4.5% (100%)$1,500Ongoing
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 4.5% (100%)$3,000Ongoing
SMF Spectrum Super Plan 4.1% (100%)NILOngoing
 
Existing super funds:

Lower fees will mean more money in retirement. Nominate 2020 on existing superannuation master trusts and we will rebate 100% of entry fees on future employer and personal super contributions - saving you 4%-5% on every contribution made. This can be done without changing your super fund by completing this one page from.
Superannuation
Research and compare superannuation funds. Then invest without contribution fees.
 
Master Trusts
Looking to consolidate your portfolio? Access entry fee rebates on investment master trusts.