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Westpac Active Series
Moderate Trust
Fund Update for the quarter
ended:What are the risks of investing?
Risk indicator for the Moderate Trust.230 June 2017
This fund update was first made publicly
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What is moderate trust?
Moderate trust is a type of trust that falls between low trust and high trust. It typically involves a moderate level of risk and control.
Who is required to file moderate trust?
Individuals or entities who have established a moderate trust are required to file it with the appropriate tax authorities.
How to fill out moderate trust?
Moderate trusts must be filled out accurately and completely, including providing all necessary information about the trust.
What is the purpose of moderate trust?
The purpose of moderate trust is to protect and manage assets for the benefit of the beneficiaries in a controlled manner.
What information must be reported on moderate trust?
Information such as the trust's assets, income, expenses, and distributions must be reported on moderate trust.
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