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Investments in FirstChoice Wholesale Pension are offered from the superannuation fund which offers personal super, employer super and pension products. FirstChoice is a resident, regulated superannuation fund within Investment options With FirstChoice Wholesale Pension, File Size: KB. 3 How FirstChoice Wholesale Investments works When you invest in FirstChoice Wholesale Investments, your money is combined with other investors’ money in a managed investment scheme. Each FirstChoice Wholesale investment option is a separate managed investment scheme except for FirstRate Wholesale products, which are deposit products of the dermatolog-kerch.ru Size: KB.   FirstChoice offers a wide range of investment and insurance options, all for some of the lowest fees in the platform market. Colonial First State FirstChoice Personal Super was established in to provide for the retirement needs of members from a wide range of industries.   FirstChoice Wholesale Personal Super and Pension. Zurich Investments Wholesale Small Companies - asset allocation. The Investment Options Menu of the above PDS’s incorrectly discloses the asset allocation for this fund as ‘Global shares’. The correct asset allocation for this fund should be Australian share – small companies. The.   Colonial First State Investments Limited ABN 98 , AFS Licence (Colonial First State) is the issuer of interests in FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension, FirstChoice Employer Super offered from the Colonial First State FirstChoice Superannuation.

Firstchoice Wholesale Personal Super Investment Options

FirstChoice Wholesale Personal Super has a diverse range of investment options across different asset classes and investment managers to tailor an investment portfolio that is just right for you. Asset classes. Cash, Fixed Interest, Shares, Property and Infrastructure securities. Investment options. +.

FirstChoice Wholesale Personal Super has been designed to provide your clients with exceptional value, service and choice to help them achieve their super and retirement goals.

FirstChoice Wholesale Personal Super allows investors to invest superannuation guarantee contributions from their employer and other contribution types including personal, spouse and salary sacrifice. Each FirstChoice Wholesale Investment option is a separate managed investment scheme except for FirstRate Wholesale products, which are deposit products of the Commonwealth Bank of Australia. We may invest directly or indirectly in other managed investment schemes managed by us to gain exposure and administrative efficiencies.

Investments in FirstChoice Wholesale Personal Super are offered from the Colonial First State FirstChoice Superannuation Trust ABN 26 by Colonial First State Investments Limited ABN 98 AFS Licence File Size: KB. When you invest in FirstChoice Wholesale Personal Super, FirstChoice Personal Super, FirstChoice Wholesale Pension or FirstChoice Pension, your money is combined with other investors’ money in FirstChoice. Each FirstChoice Wholesale investment option is a separate option within this superannuation fund.

Investment Options Menu - Investments Personal Super Pension

FirstChoice Wholesale Personal Super and FirstChoice Wholesale Pension (‘the funds’) are offered through the Colonial First State FirstChoice Superannuation Trust ABN 26 (‘FirstChoice Trust’). The FirstChoice Trust is a public offer superannuation fund which offers personal super, employer super and pension products.

Your new investment options. The new FirstChoice Wholesale Pension TTR investment menu has been carefully constructed to offer a broad range of investment options across different asset classes. You can download this menu here, which includes investment and. rows  FirstChoice Wholesale Personal Super Minimum investment $1, Colonial First.

investment options within FirstChoice Wholesale Personal Super at any time. When switching you should clearly state the option CODE(s) and amount(s) or percentage you wish to switch from and the option CODE(s) and amount(s) or percentage you wish to switch to.

A switch is treated as a withdrawal from one option and an investment in another, with these two transactions occurring on the same.

FirstChoice Wholesale Investments: FirstChoice Employer Super: FirstChoice Wholesale Pension: Wholesale Mezzanine Investments: FirstChoice Wholesale Personal Super: FirstChoice Pension (closed to new accounts) FirstChoice Investments (closed to new accounts) FirstChoice Personal Super (closed to new accounts) Personal Pension Plan (closed to new accounts). Colonial FirstChoice Wholesale Personal Super - Colonial Wholesale Strategic Cash Responsible Entity: Colonial First State Investments Limited: APIR Code: FSFAU: Sector/Asset Class: Australian Cash: Morningstar Rating (as at 31 Mar ) Legal Structure: Superannuation Fund: Fund Inception: 12 Jul Fund SizeAuthor: Investsmart.

Investment manager: Number of funds/options: Minimum initial investment: Minimum investment amounts: More information: FirstChoice Wholesale Personal Super: Colonial First State and other investment managers Access to funds/options $1,   Colonial FirstChoice Wholesale Personal Super - FirstChoice Wholesale Balanced Responsible Entity: Colonial First State Investments Limited: APIR Code: FSFAU: Sector/Asset Class: Multisector Growth: Morningstar Rating (as at 31 Jan ) Legal Structure: Superannuation Fund: Fund Inception: 1 Jun Fund Size: $ million (as at 31 Dec )Author: Investsmart.

FirstChoice Wholesale Personal Super - Important changes to your fees This amount is currently charged at % of the amount you invest in the relevant impacted investment options per year. (Colonial First State) is the issuer of super, pension and investment products. This document may include general advice but does not take into. Colonial First State’s FirstChoice Wholesale Personal Super is the primary personal super option for employees looking to invest their retirement savings via a fund.

This product comes with features which include: More than investment options across different asset classes and investment managers. Disclaimer Colonial First State Investments Limited ABN 98AFSL (Colonial First State) is the issuer of FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension, FirstChoice Employer Super offered from the Colonial First State FirstChoice Superannuation Trust ABN 26 FirstChoice Wholesale Personal Super and Pension Product Disclosure Statement (includes application forms) Investment Options Menu.

The following information referred to in the PDS is provided below: Insurance booklet. The reference guides referred to in the PDS are provided below. The investment option details listed below are added to the Original PDS in the corresponding sections of the FirstChoice range of investment options table on page 9 of the Investment Options Menu. SINGLE MANAGER MULTI-SECTOR OPTIONS: FirstChoice Wholesale Personal Super.

The purpose of this SPDS is to establish the AZ Sestante options as part of the FirstChoice Wholesale Personal Super and Pension product range. The following sections should be read in conjunction with the relevant Original PDS Section 5 – Fees and other costs section – Investment and Administration Fees and Buy/sell spread tableFile Size: KB. Contents 1 About Colonial First State 1 2 Benefits of investing with FirstChoice Wholesale Personal Super 1 3 How super works 2 4 Risks of super 3 5 Fees and other costs 5 6 How super is taxed 14 7 Insurance in your super 15 8 How to open an account 16 Application form checklist and forms A1 Financial Services Guide A31 This Product Disclosure Statement (PDS) is made up of the.

Summary. Colonial First State FirstChoice Wholesale Personal Super was established in to provide for the retirement needs of members from a wide range of industries. The fund is a public offer fund and membership can be applied for via an online application dermatolog-kerch.rual First State offers a comprehensive investment menu of diversified and single sector investment options, as well.

We have terminated the investment options in FirstChoice Wholesale Investments and FirstChoice Investments effective 3pm on Thursday 8 October The investment options in FirstChoice Wholesale Personal Super and Pension, FirstChoice Personal Super and Pension will be closed on 10 November   Colonial FirstChoice Wholesale Personal Super - FirstChoice Wholesale Growth. Learn more about this managed fund including fund information, strategy, asset allocation & performance. Find out more at Eureka Report To provide long-term capital growth with less fluctuations of returns than 'high growth' investment options.

To outperform the. FirstChoice Wholesale Conservative Responsible Entity: Colonial First State Investments Limited: APIR Code: FSFAU: Sector/Asset Class: Multisector Moderate: Morningstar Rating (as at 31 Jan ) Legal Structure: Investment Fund: Fund Inception: 23 Apr Fund Size: $ million (as at 31 Dec ) Entry Price: $ (as at 24 Mar ).

Step 1 - Enter the details. Select ‘Switch by dollars’. Enter the amount you wish to switch from your client’s option (s) in the ‘From’ column. Enter the amount. FirstChoice Lifestage is an investment option that automatically adjusts member's investment mix to suit their lifestage. This means your employees can stay in one investment option where the asset mix changes as they get closer to retirement.

This approach aims to: Reduce the impact of any volatile returns just prior to retirement. FirstChoice Wholesale Personal Super and FirstChoice Wholesale Pension (‘the funds’) are offered through the Colonial First State FirstChoice Superannuation Trust ABN 26 (‘FirstChoice Trust’). The FirstChoice Trust is a public offer superannuation Colonial First State Investments Limited •.

FIRSTCHOICE INVESTMENT OPTIONS MENU – Investments – Personal Super – Pension Issue No /1, dated 8 June Issued by: Colonial First State Investments Limited ABN 98 AFS Licence   Colonial FirstChoice Wholesale Personal Super - Pendal Wholesale Monthly Income Plus. Learn more about this managed fund including fund information, strategy, asset allocation & performance. Find out more at Eureka Report.

FIRSTCHOICE WHOLESALE PERSONAL SUPER AND PENSION ...

Contents 1 About Colonial First State 1 2 Benefits of investing with FirstChoice Personal Super 1 3 How super works 2 4 Risks of super 3 5 Fees and other costs 5 6 How super is taxed 14 7 Insurance in your super 15 8 How to open an account 16 Application form checklist and forms A1 Financial Services Guide A31 This Product Disclosure Statement (PDS) is made up of theFile Size: KB.

FirstChoice (Wholesale) Investments - Maturing FirstRate ...


PortfolioCare Super Service - Personal Account Retirement Bond NMLAU: Retirement Security Plan NMLAU: Risk Protection Package SignatureSuper AMPAU: Summit Master Trust - Personal Pension Plan NMMAU: Summit Master Trust - Personal Super Plan NMMAU: Super Directions - Personal Super Plan NMLAU.   FirstChoice Personal Super. The number of funds available drops to with this account, but you have the same balance and investment obligations to keep as with the Wholesale Superannuation. Unit trusts are unincorporated mutual funds that pass profits directly to investors rather than reinvesting in the fund. The investor is the trust's beneficiary. Primers New Lachaussée offers a complete range of machines and equipment specially designed for producing state-of-the art percussion primers. Those machines and devices have been carefully developed: – according to stringent safety rules – in full cooperation with our clients – to allow the operators to work in full confidence and comfort, in optimum conditions. Continue reading. You can modify a regular investment plan online in the following products: Managed Investment Funds (including income funds) Cash Management Trust; Premier CMT; FirstChoice Investments; FirstChoice Wholesale Investments; Rollover and Superannuation Fund; FirstChoice Personal Super; FirstChoice Employer Super; FirstChoice Wholesale Personal Super. Colonial First State FirstChoice Wholesale Personal Super USI FSFAU responsible entity for most of the investment options in FirstChoice Wholesale. Colonial First State is a subsidiary of Commonwealth Bank of Australia ABN 48 AFS Licence (‘the Bank’). On 13 May , the Bank entered.   FirstChoice Employer Super. FirstChoice Lifestage (MySuper) investment fees will be reduced. This, in addition to other changes, will result in lower fees for more than 65% of FirstChoice Employer Super members. Fees for members with a balance of $50, in MySuper options and no current discounts will reduce by $ p.a. 6.

Firstchoice Wholesale Personal Super Investment Options - 26 April 2005 MEDIA RELEASE - Osfsuper.com.au


  The FirstChoice Wholesale Moderate option outperformed the relevant SuperRatings Index over the year to 30 June ; however, underperformed across other assessed time periods. The extensive investment menu means returns may vary depending on the option and manager dermatolog-kerch.ru are lower than the industry average across small account balances. Contents 1 About Colonial First State 1 2 Benefits of investing in FirstChoice Wholesale Investments 1 3 How FirstChoice Wholesale Investments works 2 4 Risks of investing 2 5 Fees and other costs 6 6 How managed investment schemes are taxed 20 7 FirstRate Wholesale Saver 21 8 How to open an account, cooling off and complaints 22 Financial Services Guide FirstChoice Wholesale Investments. There are no entry fees applicable on FirstChoice Wholesale Investments, however as outlined in the PDS, a ‘buy/sell spread’ (the difference between the entry and exit unit price) applies to some of the funds (this fee is not paid to Colonial First State). FirstChoice Personal Super. FirstChoice Personal Super, FirstChoice Pension, FirstChoice Wholesale Personal Super, FirstChoice Wholesale Pension and FirstChoice Employer Super. As well as those who are members of the FirstRate Saver or FirstRate Saver Select investment option, and current and former members of Commonwealth Essential Super who are in the Cash Deposit. Value of eligible FirstChoice Wholesale products and investment options Portfolio rebate (pa) $0 – $, Nil: Next - $, %: Next - $, When you invest in FirstChoice Wholesale Personal Super or FirstChoice Wholesale Pension, your money is combined with other investors’ money in FirstChoice. Each FirstChoice Wholesale investment option is a separate investment option within this superannuation fund. Colonial FirstChoice Wholesale Personal Super - Magellan Wholesale Global Responsible Entity: Colonial First State Investments Limited: APIR Code: FSFAU: Sector/Asset Class: Equity World Large Blend: Morningstar Rating (as at 30 Sep ) Legal Structure: Superannuation Fund: Fund Inception: 11 Apr Fund Size.