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Adviser Service Fee Update

Adviser Service Fee Update

Licensee Service Fee Removal

Licensee Service Fee Removal

 

Adviser Service Fee Indexation Update

To reduce a negative impact to members we have put a cap on the percentage by which Adviser Service fees can be indexed annually across all FirstChoice products as well as products closed to new investors

Going forward Adviser Service fee indexation will change from the higher of CPI or 3% to being indexed at CPI, to a maximum of 3%.

Licensee Service Fee removal

As of June 2019 the Licensee Service fee has been removed from all FirstChoice products as well as products closed to new investors. We have made this decision following feedback from our members and advisers on the importance of not only offering competitively priced products, but on having clear and transparent fee structures. This is why we’ve made the decision to not only reduce our fees, but also remove additional fees such as the Licensee Service fee.

Disclaimer

Adviser Use Only

Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (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 26 458 298 557. It also issues interests in the Rollover & Superannuation Fund (ROSCO) and Personal Pension Plan (PPP) offered from the Colonial First State Rollover & Superannuation Fund ABN 88 854 638 840. Colonial First State also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This is based on the understanding of current regulatory requirements and laws as at 14 March 2019. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Colonial First State or any member of the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. This document provides information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from or by calling us on 13 18 36.

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