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Kaplan Master Trust
(Equities Fund, Income Fund, Charitable Equities Fund)Information Memorandum
22 May 2019
Kaplan Funds Management Pty Limited
ABN: 98 079 218 643
Australian Financial Services License
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Who needs kaplan master trust?
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Kaplan Master Trust is designed for individuals or families who want to establish a secure trust fund to manage their assets and provide financial protection for beneficiaries.
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What is kaplan master trust?
Kaplan master trust is a type of trust that allows individuals to pool their assets together for investment purposes.
Who is required to file kaplan master trust?
Any individual or entity that has established a Kaplan master trust is required to file it.
How to fill out kaplan master trust?
To fill out Kaplan master trust, you will need to provide information about the trust's beneficiaries, assets, and investment strategy.
What is the purpose of kaplan master trust?
The purpose of Kaplan master trust is to provide a vehicle for individuals to collectively invest their assets with the goal of earning a return.
What information must be reported on kaplan master trust?
Information such as the trust's income, expenses, and distributions must be reported on Kaplan master trust.
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