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Westpac Active Series
Balanced Trust
Fund Update for the quarter
ended:What are the risks of investing?
Risk indicator for the Balanced Trust.230 June 2017
This fund update was first made publicly
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What is balanced trust?
Balanced trust is a type of trust that holds a mix of assets, such as stocks, bonds, and real estate.
Who is required to file balanced trust?
Individuals or entities who have established a balanced trust are required to file it.
How to fill out balanced trust?
Balanced trusts are typically filled out by consulting with a financial advisor or estate planning attorney.
What is the purpose of balanced trust?
The purpose of a balanced trust is to provide diversification and potential growth for the assets held within it.
What information must be reported on balanced trust?
Information such as the assets held in the trust, any income generated, and beneficiaries must be reported on balanced trust.
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