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Superannuation Forms And Documents - CommBank

Colonial First State: Responsible Entity: Colonial First State Investments Limited: FE fundinfo Sector: AMI Cash - Australian Dollar: Asset Class: Money Market: Currency: AUD: Legal Structure: Unit Trust: Fund Size: AUD$m (31/12/) Fund Inception: 13/05/ Closed to new business: No.   Investment fees on existing Colonial First State Index options will also be reduced. The Conservative, Diversified and Growth investment options will give members access to a diverse range of assets with low fees of around % p.a. 2. The existing range of Colonial First State single sector index options will be similarly priced. 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 20 8 How to open an account, cooling off and complaints 21 Application form checklist A1. Colonial First State’s personal product has no minimum initial investment requirement to open and offers a choice of over different funds managed by over 60 fund managers. Funds are invested in cash, fixed interest, property and equities and have different risk profiles, minimum recommended investment timelines and asset class exposures. The fund is a public offer fund and membership can be applied for via an online application domureki59.rual First State offers a comprehensive investment menu of diversified and single sector investment options, as well as FirstRate Wholesale term deposits and cash.

Colonial First Choice Investment Options

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. FirstChoice Wholesale Investments has more than investment options across different asset classes and investment managers. FirstChoice Wholesale Investments is designed for general saving and investing, providing you with access to a wide range of managed funds from some of the world’s most respected manage.

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. 1 Investment option means either a managed investment scheme or an investment option in a superannuation fund.

2 AZ Sestante Conservative and AZ Sestante Diversified in FirstChoice Investments. 3 Milliman Managed Risk Australian Share, Milliman Managed Risk Global Share and Milliman Managed Risk Multi-Index High Growth in FirstChoice Personal Super and Pension. Each FirstChoice investment options is a separate option within the fund.

Colonial First State - Financial Service - Photos

Each investment option is managed according to its objectives and has a different level of risk and potential level of returns. To find out more, please speak to your financial adviser or contact us onMonday to Friday 8am to 7pm, Sydney time. Colonial First State FirstChoice Lifestage is a smart investment option that changes with you throughout your working life. Rather than a fixed investment strategy, FirstChoice Lifestage adjusts your investment mix as you get older, so your investment strategy automatically matches your age.

FirstChoice Investments Minimum investment $5, Colonial First State and other fund managers Fund/option Investment category Benchmark asset allocation Investment manager Minimum suggested timeframe Performance & prices More information. referred to in the PDS as ‘Colonial First State’, ‘the responsible entity’, ‘we’, ‘our’ or ‘us’. Investments in FirstChoice Wholesale Personal Super and Pension and FirstChoice Personal Super and Pension are also offered by Colonial First State (‘the trustee’) from the Colonial First State FirstChoice Superannuation Trust.

Are you interested in investment, superannuation or retirement products? Find a fund from Colonial First State to meet your needs. Colonial First State Investments Limited ABN 98AFS Licence The information in the site is for adviser and researcher use only.

It does not take into account any person's individual objectives, financial situation or needs.

Unisuper Or Colonial First State? - Superannuation

Colonial First State has not demonstrated any evidence that it has called on any specific company to alter its strategy to bring it into line with the climate goals set out in the Paris Agreement. Parent company First Sentier Investments is a member of the Climate Action +. FirstChoice Wholesale Investments Minimum investment $5, Colonial First State and other fund managers Fund/option Investment category Benchmark asset allocation Investment manager Minimum suggested timeframe Performance & prices More information.

Select ‘Change your investment allocation’ Enter the new percentage allocation you would like in each of your option(s) in the ‘New allocation’ column. You must ensure that your new allocation totals %. Elect to update your future investment selection if you wish to.

Investments in FirstChoice are offered by Colonial First State Investments Limited (‘Colonial First State’, ‘the responsible entity’, ‘we’, ‘our’ or ‘us’). Colonial First State is a subsidiary of Commonwealth Bank of Australia ABN 48 AFS Licence (‘the Bank’). Colonial First State's secure online service. Due to scheduled enhancements and essential maintenance, FirstNet is currently unavailable.

FirstNet will be available at am. We apologise for any inconvenience caused. Advisers: For assistance please email [email protected] Investment Options Menu Investments Personal Super Pension Part 2 of 2 parts Colonial First State FirstChoice Investments FirstChoice Personal Super FirstChoice Pension Issue No 10, dated 1 June Issued by: Colonial First State Investments Limited ABN 98 AFS Licence Each FirstChoice Wholesale Personal Super investment option is a separate investment option within this superannuation fund.

Each investment option invests in an underlying ‘pool’ which is managed according to the investment option’s objectives. 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.

To allocate 70% of investments to growth assets such as shares, property and infrastructure securities, and 30% to defensive assets such as fixed interest and cash. In order to provide additional diversification, the portfolio is allocated across a number of leading investment managers.

Page 17 – A guide to your investment option risk profile The Colonial First State Global Share option has been renamed the Colonial First State Worldwide Leaders option.

This option can have an increased exposure to emerging markets which should now be noted as an option-specific risk for this option in the table on page Colonial First State Download a Product Disclosure Statement (PDS) FirstChoice Wholesale Investments Product Disclosure Statement (includes application forms) Investment Options Menu.

The reference guides referred to in the PDS are provided below: Transacting on your account Complex Funds. FirstRate Wholesale Investment Deposits and Term. 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).

Colonial FirstChoice Investments - FirstChoice Defensive Responsible Entity: Colonial First State Investments Limited: APIR Code: FSFAU: Sector/Asset Class: Multisector Conservative: Morningstar Rating (as at 31 Dec ) Legal Structure: Investment Fund: Fund Inception: 13 May Fund Size: $20 million (as at 31 Dec ) Entry Price.

FirstChoice Wholesale SPDS dated 4 Octoberissued by Colonial First State Investments Limited ABN 98 AFS Licence This SPDS must be read together with the Original PDS and the SPDS dated 4 Octoberavailable from (These investment options are located in the ‘Investment Options Menu’ on pages 28 to Colonial FirstChoice Wholesale Investment - Investors Mutual Wholesale Australian Shares.

Learn more about this managed fund including fund information, strategy, asset allocation & performance. Find out more at Eureka Report. Colonial FirstChoice Investments - FirstChoice Moderate Responsible Entity: Colonial First State Investments Limited: APIR Code: FSFAU: Sector/Asset Class: Multisector Balanced: Morningstar Rating (as at 31 Jan ) Legal Structure: Investment Fund: Fund Inception: 13 May Fund Size: $ million (as at 31 Dec ) Entry Price.

Colonial FirstChoice Investments - FirstChoice Alternatives Responsible Entity: Colonial First State Investments Limited: APIR Code: FSFAU: Sector/Asset Class: Alternative Strategies? Diversified: Morningstar Rating: Not Rated: Legal Structure: Investment Fund: Fund Inception: 19 May Fund Size: $ million (as at 30 Nov ) Entry. Colonial FirstChoice Investments - FirstChoice Multi-index Conservative Responsible Entity: Colonial First State Investments Limited: APIR Code: FSFAU: Sector/Asset Class: Multisector Moderate: Morningstar Rating (as at 30 Nov ) Legal Structure: Investment Fund: Fund Inception: 13 May Fund Size: $ million (as at 30 Nov ).

Investments in FirstChoice Wholesale are offered by Colonial First State Investments Limited (Colonial First State).

LP Fund | Cfs Wholesale Geared Share - Investing

Colonial First State is a subsidiary of Commonwealth Bank of Australia ABN 48 AFS Licence (‘the Bank’). If any part of the PDS (such as a. Colonial FirstChoice Investments - Perpetual Global Share Responsible Entity: Colonial First State Investments Limited: APIR Code: FSFAU: Sector/Asset Class: Equity World Large Value: Morningstar Rating (as at 31 Dec ) Legal Structure: Investment Fund: Fund Inception: 13 May Fund Size: $5 million (as at 31 Dec ) Entry Price.

Investing & Super - CommBank


Find our live Colonial First State Firstchoice Wholesale Investments-pimco Wholesale Global Bond fund basic information. View & analyze the 0PYPXT fund chart by total assets, risk rating, Min. investment, market cap and category.   My new job's super fund is Colonial First State (First Choice Employer Super), however I am considering using my old super fund, Unisuper as my super fund for my new job. The Colonial First State investment options include geared funds (they take on .   He told the commission Colonial First State’s cash option had a month return of %, its wholesale cash option had a return of %, and Group super had a return of %. Colonial First State Investments Limited (CFSIL) and Personal as their choice of fund and investment option(s) by their conduct, namely by guarantee contributions (via providing their new employer with a Choice form nominating this product) to their investment option in this product. 9. The reason for raising the issue was because. Expanding energy choice options, and; Ensuring an adequate market exists for renewable purchasing through both utilities and third-party programs. Investment will continue to play an important role. According to the Climate Bonds Initiative, the U.S. green municipal bond market was . External investment options are currently selected by CMLA Investments, sourced and administered on the Colonial First State (CFS) First Choice Investment Platform. The actual day-to-day investment management and governance activities are outsourced to Colonial First State Investments . I really hope that the following will help other elderly, vulnerable Colonial State customers: "Colonial First State Investments Limited (CFS) defrauded me of $1, after I requested a refund plus interest for fees for no service after the Banking Royal Commission, stating that when I signed my Agreement it illustrated that I had only agreed to pay 'Adviser Service Fees', which were.

Colonial First Choice Investment Options - FirstChoice


The fund address for Colonial First State Super is: GPO Box , Sydney, NSW The ABN for the Colonial Select Personal Superannuation product is The USI for Colonial Select Personal Superannuation is For more information on what these details describe, please scroll down for a more detailed description. Fast Facts. Colonial First State Investments Limited (‘Colonial First State’, ‘the trustee’, ‘we’, ‘our’ or ‘us’) is the trustee of the FirstChoice Trust and the responsible entity for most of the investment options in FirstChoice Wholesale. The insurance provider is The Colonial Mutual Life Assurance Society Limited ABN 12 AFS. This class action will also cover current and former members of Commonwealth Essential Super who fall into the Cash Deposit, Balanced or Lifestage investment options. On 2 June , the class action was expanded to include current and former members of the Colonial First . Colonial First State Investment s Limited ABN 98 , AFS Licence (Colonial First State) is the issuer of interes ts in FirstChoice Personal Super, FirstChoice Wholesale Pers onal Super, FirstChoice Pension, FirstChoice Wholesale Pension and FirstChoice Employer Super from the Colonial First. This PDS is issued by Colonial First State Investments Limited (‘Colonial First State’, ‘the trustee’, ‘we’, ‘our’ or ‘us’), the trustee of the FirstChoice Trust and the responsible entity for most of the investment options in FirstChoice. The insurance provider is The. Option name Total investment and administration fees pa Investment fee (pa) Admin-istration fee (pa) Estimated performance fee (pa)1 Buy/sell spread (%) SINGLE MANAGER MULTI-SECTOR (These investment options are located in the ‘Investment Options Menu’ on pages 28 to ) Conservative AZ Sestante Wholesale Conservative %1,2 %2 %. Colonial First State Global Asset Management: Responsible Entity: Colonial First State Investments Limited: FE fundinfo Sector: AMI Cash - Australian Dollar: Asset Class: Money Market: Currency: AUD: Legal Structure: Unit Trust: Fund Size: AUD$m (30/11/) Fund Inception: 31/05/ Closed to new business: No.
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