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Important changes to fees and insurance premiums

As you’re aware we’re making some important changes to commission and fee arrangements which may impact members who joined our funds before 11 June 2013. To help you understand these changes we've included a flyer in your statements outlining the changes.

Please see flyers below:

Statement guides and videos

We’ve designed statement guides and videos to help you read and understand your latest statement. These provide an explanation for each key section in your statement, including fees and taxes.

Understanding fees

PORTFOLIO DIVERSIFICATION CHANGES

DOWNLOAD THE RELEVANT STATEMENT GUIDE TO YOUR PRODUCT

VIEW THE VIDEO RELEVANT TO YOUR PRODUCT

Watch our FirstChoice Pension Video
  • This year you will notice some exciting enhancements to your Pension statement.

     

    Your new-look statement is now easier to understand and gives you an overview of your account.Where you can view important information on the first page of your statement.

     

    We’ve introduced a new design and layout, to clearly display information, including the date your next Pension payment.

     

    The amounts that have moved in and out of your account during the statement period.Where your money is invested. How your money is invested.

     

    If you receive online statements, you can now access these through a range of devices.You can choose your desktop, laptop, tablet or mobile to view your statement.

     

    We’ve made online statements more interactive and secure. You can access your statement through alink in an email we send you.

     

    You’ll need to have your mobile handy, because we’ll send you a text message with a FirstNet Code which you’ll need to enter to before you can view your statement.

     

    If you don’t have a mobile, you can log into our secure FirstNet website using your Online Investor Number and password.


    There will be a link on your dashboard and you can click on this to view your statement.

Watch our FirstChoice Super Video
  • This year you will notice some exciting changes to your Super statement.

     

    We’ve listened to your feedback about wanting important information upfront in an easy to read format. Your statement will give you a snapshot of how your super tracking, with easier access to key information about your account.

     

    We’ve introduced a new look and layout, to clearly display information like your account balance, the amounts that have moved in and out of your account during the period and how your super balance has changed.

     

    You can also now access your statement anywhere at any time, how you choose; whether it be on your desktop, laptop, tablet or mobile.

     

    We’ve made online statements more secure by using industry best-practise technology and you can access your statement through a link in an email you would have received.

     

    And you’ll need to have your mobile handy, because we’ll SMS you a FirstNet Code which you’ll need to view your statement.

     

    Alternatively, you can log into our secure FirstNet website using your Online Investor Number and password.There will be a link on your dashboard to view your statement.

New Product Disclosure statements

The Product disclosure statements were updated 3 June 2019. You can click below to view the relevant Key Changes flyer:

 

 

You can also view the relevant Product disclosure statement here.

Related reading

Disclaimer

Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (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 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. This document may include general advice but does not take into account your individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) carefully and assess whether the information is appropriate for you and consider talking to a financial adviser before making an investment decision. PDSs can be obtained from colonialfirststate.com.au or by calling us on 13 13 36.