Master Trusts

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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
AMP Flexible Lifetime - Super	4.5% (100%)	$1,500	Ongoing
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.

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.