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FirstChoice Wholesale

FirstChoice Wholesale

New Fee Rebate Tiers

New Fee Rebate Tiers

 

NEW FIRSTCHOICE WHOLESALE FEE REBATE TIERS

We’ve listened to feedback from both you and members about FirstChoice Wholesale, and we have introduced new fee rebate tiers so that members with a balance of $100,000 or more within applicable FirstChoice Wholesale investment options are now eligible for a rebate.*

Eligible FirstChoice Wholesale products included in the calculation of the portfolio rebate are:

  • FirstChoice Wholesale Investments
  • FirstChoice Wholesale Personal Super
  • FirstChoice Wholesale Pension


For further information see the comparison table below:

  • The following table details the level of portfolio rebate clients may be entitled to both prior to and after June 3:

    Prior to 3 June 2019 From 3 June 2019
    Value of eligible FirstChoice Wholesale Products and Investment Options Portfolio Rebate (pa) Value of eligible FirstChoice Wholesale Products and Investment Options Portfolio Rebate (pa)
    First $800,000 Nil First $100,000 Nil
    Next $400,000 0.10% Next $400,000 0.05%
    Over $1,200,000 0.20% Next $500,000 0.10%
    Over $1,000,000 0.20%

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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