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Investments (Master Trusts/Wrap Accounts)

 

Money Management is a skill. So, if you are looking at building your wealth to create a secure financial future, you must find a Financial Adviser that gives you confidence and peace of mind.

PlanSmart carefully assesses your investment needs and your investment profile before making any recommendations.

Master trusts (and wrap accounts) are managed investments that allow you to pool your money with other investors to create a fund large enough to access wider investment opportunities or save costs.

Even though your money is pooled with other investors', you still keep some control over your own investment. It's usually easy to switch investments or change your strategy at any time by instructing your adviser or the master trust or wrap account operator. Sometimes you can do this over the phone or through the Internet.

Some trusts offer you hundreds of different investment choices. Some of the popular choices you may be offered include:

  • Cash management trusts
  • Property trusts
  • Australian equity (share) trusts
  • International equity trusts
  • Agricultural schemes (e.g. horticulture, aquaculture, commercial horse breeding)
  • Some film schemes
  • Timeshare schemes
  • Some mortgage schemes

Your PlanSmart adviser will help you to:

  • Understand the fee structure
  • Explain the different features
  • Advise on the future flexibility of your investment

 

Contact us to find out more or to discuss your Investment options.

 

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Synchron

PlanSmart Pty Ltd (ABN 15 142 298 208) Authorised Representative (No. 345551) of
Synchronised Business Services Pty Ltd T/as Synchron ABN 33 007 207 650
Australian Financial Services License No. 243313

Disclaimer: The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, PlanSmart Pty Ltd will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should seek advice or satisfy themselves independently of the appropriateness of such action.