LifeFocus Master Trust

The LifeFocus Master Trust consists of two Funds, the LifeFocus Superannuation Fund and the LifeFocus Investment Fund.

There are 7 core components that comprise the LifeFocus Master Trust:

• The Investor who can become a member of the LifeFocus Superannuation Fund and/or the LifeFocus Investment Fund.
• The Trustee of the LifeFocus Superannuation Fund who acts on the members’ behalf to ensure the best possible management and performance by the Fund. The Trustee’s primary responsibility is to protect and advance the interests of the members of the Fund.
• The Responsible Entity of the LifeFocus Investment Fund who ensures that the Life Focus Investment Fund acts in accordance with its registered managed investment scheme constitution and attendant compliance plans, and satisfactorily meets all of its legislative and regulatory requirements on the investors’ behalf.
• The Administrator who is responsible for the processing of all transactions in relation to the Funds as well as the preparation of annual reports and all other statutory requirements. 
• The Custodian who holds and supervises all of the investment assets on behalf of the members of the Funds.
• The Research & Asset Allocation Consultants who report to and consult with the Trustee and Responsible Entity on how and where the money should be invested for the respective Funds.
• The Fund Managers who manage the money invested with them.

About The LifeFocus Master Trust 

The LifeFocus Master Trust is a public offer fund established by Alliance Capital Management on behalf of a group of  Financial Advisers not aligned to any particular financial institution. LifeFocus enables you to access a range of wholesale and direct investment options with your superannuation and non-superannuation monies.

The LifeFocus Master Trust is a wholesale, multi-manager, multi-sector investment service and not an investment manager in it’s own right. LifeFocus supervises, vets and coordinates a range of investment products to provide you with access to a comprehensive suite of investments. The result is that you receive access to a number of significant benefits usually unavailable via single-manager products.

Benefits of the LifeFocus Master Trust

• Wide access to the investment sectors of your choice.
• Exposure to numerous investment managers selected for their specialist asset class skills.
• Portfolio re-balancing without incurring transaction or switching fees.
• Regular consolidated reports, which show the income and growth generated by your investments as well as details of your changing asset allocation over time.
• Cost-effective service that accesses the wholesale funds of the fund managers whilst, administration fees are offset by wholesale returns.

LifeFocus Investment philosophy

The LifeFocus Master Trust provides you with comprehensive access to a large range of selected investment options from which you can build a portfolio to meet your personal objectives.

For more information on the investment options available, please refer to the LifeFocus Superannuation Fund or LifeFocus Investment Fund Product Disclosure Statements (PDS).