December 2020 |
Super and Pension Annual Financial Reports 2020 |
|
November 2020 |
New FirstChoice Wholesale Product disclosure statement |
|
November 2020 |
New FirstChoice Product disclosure statement |
|
November 2020 |
New FirstChoice Employer Super Product disclosure statement (Member) |
|
November 2020 |
New FirstChoice Employer Super Product disclosure statement (Employer) |
|
November 2020 |
FirstRate Saver: Important changes to interest rate |
|
October 2020 |
Index Series Options Investment Option Menu asset classes Correction |
|
October 2020 |
Termination of investment options on FirstChoice |
|
July 2020 |
Changes to buy/sell spreads 6 July 2020 |
|
June 2020 |
Changes to some FirstChoice Wholesale Multi-Manager Funds |
|
June 2020 |
Changes to buy/sell spreads 24 June 2020 |
|
June 2020 |
Changes to buy/sell spreads 8 June 2020 |
|
June 2020 |
New FirstChoice Employer Super Product disclosure statement (Employer) |
|
June 2020 |
New FirstChoice Employer Super Product disclosure statement (Member) |
|
June 2020 |
New FirstChoice Product disclosure statement |
|
June 2020 |
New Supplementary FirstChoice Wholesale Product disclosure statement |
|
June 2020 |
Changes to buy/sell spreads 2 June 2020 |
|
May 2020 |
Changes to buy/sell spreads 18 May 2020 |
|
May 2020 |
FistChoice Employer Super – changes to investment options, fees and commissions |
|
May 2020 |
Changes to buy/sell spreads 4 May 2020 |
|
April 2020 |
FirstChoice Personal Super - changes to fees and commissions |
|
April 2020 |
FirstChoice Pension - changes to fees and commissions |
|
April 2020 |
FirstChoice Investments - changes to fees and commissions |
|
April 2020 |
Rollover & Superannuation Fund - changes to fees and commissions |
|
April 2020 |
Personal Pension Plan - changes to fees and commissions |
|
April 2020 |
FirstChoice Wholesale Personal Super - changes to fees and commissions |
|
April 2020 |
Personal Pension Plan - Coronavirus Economic Response Package |
|
April 2020 |
Rollover and Super Fund - Coronavirus Economic Response Package |
|
April 2020 |
New Supplementary Product Disclosure Statements - Changes to buy/sell spreads |
|
April 2020 |
New Supplementary FirstChoice Employer Super Product disclosure statement (Member) |
|
April 2020 |
New Supplementary FirstChoice Employer Super Product disclosure statement (Employer) |
|
March 2020 |
Termination and Closure of Acadian Diversified Alpha |
|
March 2020 |
Managed investment funds – changes to fees and commissions |
|
March 2020 |
Temporary increase to the maximum cash allocation for certain Colonial First State share funds |
|
March 2020 |
FirstRate Saver: Important changes to interest rate |
|
February 2020 |
Termination of investment options |
|
November 2019 |
New FirstChoice Employer Super Product disclosure statement (Employer) |
|
November 2019 |
New FirstChoice Employer Super Product disclosure statement (Member) |
|
November 2019 |
New FirstChoice Product disclosure statement |
|
November 2019 |
New FirstChoice Wholesale Product disclosure statement |
|
October 2019 |
FirstRate Saver: Important changes to interest rate
|
|
October 2019 |
Sale of Count Financial Limited |
|
August 2019 |
T. Rowe Price Wholesale Australian Equity – Asset Allocation: Product Disclosure Statement Update |
|
August 2019
|
Rollover and Super Fund - changes to fees and commissions |
|
August 2019 |
Personal Pension Plan - changes to fees and commissions |
|
August 2019 |
Managed Investment Funds - changes to fees and commissions |
|
July 2019 |
Zurich Investments Wholesale Small Companies option – termination |
|
July 2019 |
Pendal Wholesale Active Balanced – Asset Allocation: Product Disclosure Statement Update |
|
July 2019 |
Pendal Active Balanced – Asset Allocation: Product Disclosure Statement Update |
|
July 2019 |
Termination of the Colonial First State Premier CMT and Colonial First State Cash Management Trust |
|
July 2019 |
FirstRate Saver: Important changes to interest rate |
|
July 2019 |
New Supplementary FirstChoice Employer Super Product disclosure statement (Employer) |
|
July 2019 |
New Supplementary FirstChoice Employer Super Product disclosure statement (Member) |
|
July 2019 |
New Supplementary FirstChoice Product disclosure statement |
|
July 2019 |
New Supplementary FirstChoice Wholesale Product disclosure statement |
|
June 2019 |
Rollover and Super Fund – changes to insurance |
|
June 2019 |
Zurich Wholesale Small Companies option - closed to new investors
|
|
June 2019 |
FirstRate Saver: Important changes to interest rate |
|
June 2019 |
New FirstChoice Employer Super Product disclosure statement (Employer) |
|
June 2019 |
New FirstChoice Employer Super Product disclosure statement (Member)
|
|
June 2019
|
New FirstChoice Product disclosure statement |
|
June 2019 |
New FirstChoice Wholesale Product disclosure statement |
|
January 2019 |
FirstChoice Pension - new DHS reporting requirements |
|
January 2019 |
FirstChoice Wholesale Pension - new DHS reporting requirements |
|
January 2019 |
Personal Pension Plan - new DHS reporting requirements |
|
January 2019 |
Cash Management Trust - Fees and commissions |
|
January 2019 |
Managed Investment Fund - Fees and commissions |
|
January 2019 |
FirstChoice Investments - Fees and commissions |
|
January 2019 |
FirstChoice Personal Super - Fees and commissions |
|
January 2019 |
FirstChoice Wholesale Personal Super - Fees and commissions |
|
January 2019 |
FirstChoice Pension - Fees and commissions |
|
January 2019 |
Personal Pension Plan - Fees and commissions |
|
January 2019 |
Rollover and Superannuation Fund - Fees and commissions |
|
January 2019 |
FirstChoice Employer Super - Fees and commissions |
|
November 2018
|
Maturing FirstRate (Wholesale) Investment Deposits – 14 December 2018 |
|
October 2018
|
New FirstChoice Wholesale Product disclosure statement
|
|
October 2018
|
New FirstChoice Product disclosure statement
|
|
October 2018
|
New FirstChoice Employer Super Product disclosure statement (Member) |
|
October 2018
|
New FirstChoice Employer Super Product disclosure statement (Employer)
|
|
October 2018
|
Manager replacement and re-opening – Zurich Investments Global Thematic Share replaced with Baillie Gifford Long Term Global Growth
|
|
October 2018
|
Manager replacement and re-opening – Zurich Investments Wholesale Global Thematic Share replaced with Baillie Gifford Wholesale Long Term Global Growth |
|
May 2018
|
Zurich Investments Wholesale Small Companies - asset allocation: Product Disclosure Statement Update
|
|
May 2018
|
Related party remuneration - Colonial First State Product Disclosure Statement Update
|
|
May 2018
|
FirstChoice Product disclosure statement
|
|
May 2018
|
FirstChoice Wholesale Product disclosure statement
|
|
May 2018
|
FirstChoice Employer Super Product disclosure statement (Member)
|
|
May 2018
|
FirstChoice Employer Super Product disclosure statement (Employer)
|
|
May 2018
|
Colonial First State Wholesale Diversified - asset allocation: Product Disclosure Statement Update
|
|
April 2018
|
Colonial First State Global Asset Management (Australia) Limited (GFSGAM) Fund changes - update
|
|
April 2018
|
FirstChoice (Wholesale) Investments - Maturing FirstRate (Wholesale) Investment Deposits 28 May 2018
|
|
Feb 2018
|
Colonial First State Global Asset Management (Australia) Limited (CFSGAM) fund changes |
|
Jan 2018
|
FirstChoice Personal Super and Pension - Regulatory Reform Levy |
|
Jan 2018 |
FirstChoice Wholesale Personal Super and Pension - Regulatory Reform Levy |
|
Jan 2018 |
Rollover and Superannuation Fund - Regulatory Reform Levy |
|
Jan 2018 |
Personal Pension Plan - Regulatory Reform Levy |
|
Jan 2018 |
FirstChoice Employer Super - Regulatory Reform Levy (Member) |
|
Jan 2018
|
FirstChoice Employer Super - Regulatory Reform Levy (Employer) |
|
Oct 2017
|
Changes to Citi Fixed Income Indices
|
|
Sep 2017
|
2016/17 Annual Reports
|
|
Sep 2017
|
FirstChoice product disclosure statement
|
|
Sep 2017
|
FirstChoice Wholesale product disclosure statement
|
|
Sep 2017
|
FirstChoice Employer Super product disclosure statement (Member)
|
|
Sep 2017
|
FirstChoice Employer Super product disclousre statement (Employer)
|
|
Jun 2017
|
Significant Investor Visa solutions from Colonial First State |
|
Jun 2017
|
Unit price adjustment: PIMCO Global Bond fund
|
|
May 2017
|
New FirstChoice product disclosure statement
|
|
May 2017
|
New FirstChoice Wholesale product disclosure statement
|
|
May 2017
|
New FirstChoice Employer Super product disclosure statement (Member) |
|
May 2017
|
New FirstChoice Employer Super product disclosure statement (Employer) |
|
Apr 2017
|
FirstChoice Personal Super - Changes to UBS Tax Effective Income
|
|
Apr 2017
|
FirstChoice Wholesale Personal Super and Pension - Changes to UBS Wholesale Tax Effective Income
|
|
Apr 2017
|
FirstChoice Pension - Changes to UBS Tax Effective Income
|
|
Apr 2017
|
FirstChoice Investments - Changes to UBS Tax Effective Income |
|
Apr 2017
|
FirstChoice Wholesale Investments - Changes to UBS WholesaleTax Effective Income |
|
Apr 2017
|
FirstChoice Personal Super and Pension - Changes to UBS Australian Share
|
|
Apr 2017
|
FirstChoice Wholesale Personal Super and Pension - Changes to UBS Wholesale Australian Share
|
|
Apr 2017
|
FirstChoice Investments - Changes to UBS Australian Share
|
|
Apr 2017
|
FirstChoice Wholesale Personal Super and Pension - Changes to UBS Australian Share
|
|
Mar 2017
|
FirstChoice Personal Super and Pension - Maturing FirstRate Investment Deposits - April 2012 series
|
|
Mar 2017
|
FirstChoice Wholesale Personal Super and Pension - Maturing FirstRate Wholesale Investment Deposits - April 2012 series
|
|
Mar 2017
|
FirstChoice Investments - Maturing FirstRate Investment Deposits - April 2012 series
|
|
Mar 2017
|
FirstChoice Wholesale Investments - Maturing FirstRate Wholesale Investment Deposits - April 2012 series
|
|
Jan 2017
|
FirstChoice Personal Super and Pension - Regulatory Reform Levy
|
|
Jan 2017
|
FirstChoice Wholesale Personal Super and Pension - Regulatory Reform Levy
|
|
Jan 2017
|
Rollover and Superannuation Fund - Regulatory Reform Levy
|
|
Jan 2017
|
Personal Pension Plan - Regulatory Reform Levy
|
|
Jan 2017
|
FirstChoice Employer Super - Regulatory Reform Levy (Member)
|
|
Jan 2017
|
FirstChoice Employer Super - Regulatory Reform Levy (Employer)
|
|
Jan 2017
|
Modifications to the constitutions - AMIT
|
|
Dec 2016
|
2015/16 Annual Reports
|
|
Dec 2016
|
New FirstChoice Wholesale Personal Super and Pension Supplementary PDS
|
|
Dec 2016
|
New FirstChoice Wholesale Investments Supplementary PDS
|
|
Oct 2016
|
FirstChoice Personal Super and Pension update - Changes to Goldman Sachs Australian Infrastructure
|
|
Oct 2016
|
FirstChoice Wholesale Personal Super and Pension update - Changes to Goldman Sachs Australian Infrastructure
|
|
Oct 2016
|
FirstChoice Investments update - Changes to Goldman Sachs Australian Infrastructure
|
|
Oct 2016
|
FirstChoice Wholesale Investments update - Changes to Goldman Sachs Australian Infrastructure
|
|
Oct 2016
|
FirstChoice super to pension transfers
|
|
Oct 2016
|
FirstChoice Personal Super and Pension update - Changes to Goldman Sachs Income Plus
|
|
Oct 2016
|
FirstChoice Wholesale Personal Super and Pension update - Changes to Goldman Sachs Income Plus
|
|
Oct 2016
|
FirstChoice Investments update - Changes to Goldman Sachs Income Plus
|
|
Oct 2016
|
FirstChoice Wholesale Investments update - Changes to Goldman Sachs Income Plus
|
|
May 2016 |
New FirstChoice product disclosure statement |
|
May 2016 |
New FirstChoice Wholesale product disclosure statement |
|
May 2016
|
Lifetime cap for non-concessional contributions
|
|
Apr 2016
|
Unit pricing correction: Colonial First State Wholesale Global Credit Income Fund and Colonial First State Wholesale Credit Fund
|
|
Apr 2016
|
Personal Pension Plan update - Regulatory Reform Levy - charged
|
|
Apr 2016
|
Rollover and Superannuation update - Regulatory Reform Levy - charged
|
|
Mar 2016
|
Change of name for Goldman Sachs (Wholesale) Global Small Companies option
|
|
Jan 2016
|
Rollover and Superannuation update - Regulatory Reform Levy
|
|
Jan 2016
|
Personal Pension Plan update - Regulatory Reform Levy
|
|
Dec 2015
|
2014/15 Annual Reports
|
|
Dec 2015
|
Termination of the Colonial First State (Wholesale) Global Resources Tactical Fund/option and Colonial First State (Wholesale) Global Soft Commodity Share Fund/option
|
|
Sep 2015
|
FirstChoice Personal Super and Pension
|
|
Jul 2015
|
Changes to Sanlam funds
|
|
Jul 2015
|
Changes to Significant and Premium Investor visa options
|
|
Jul 2015
|
Update on the situation in Greece: post-referendum - 6 July
|
|
Jul 2015
|
Update on the situation in Greece - 30 June
|
|
May 2015
|
New FirstChoice product disclosure statements
|
|
Mar 2015
|
Changes to option benchmarks
|
|
Jan 2015
|
Changes to the Perpetual International and Perpetual Wholesale International options
|
|
Sep 2014
|
Personal Pension Plan update
|
|
Sep 2014
|
Rollover & Superannuation Fund update
|
|
Sep 2014
|
Managed Investment Funds update
|
|
Sep 2014
|
2013/14 Annual Reports
|
|
Jul 2014
|
Update regarding amounts that may be paid to your adviser
|
|
Jun 2014
|
Changes to Colonial First State Wholesale Mezzanine Investments
|
|
May 2014
|
New FirstRate Term Deposits available from 10 June 2014
|
|
May 2014
|
New FirstChoice product disclosure statements
|
|
Dec 2013
|
Changes to Colonial First State Geared Global Share Fund
|
|
Dec 2013
|
Changes to Colonial First State Global Share Fund
|
|
Dec 2013
|
Closure of Celeste Australian Small Companies option
|
|
Dec 2013
|
Changes to the Colonial First State multi-sector funds
|
|
Jul 2013
|
Changes to Colonial First State Wholesale Funds
|
|
Jul 2013
|
Changes to Colonial First State Retail Funds
|
|
Jun 2013
|
New FirstChoice product disclosure statements
|
|
Jun 2013
|
Financial Assistance Levy
|
|
May 2013
|
Standard Risk Measure - Comparing Investment Options
|
|
May 2013
|
Changes to Colonial First State Mezzanine Funds - Class A
|
|
Mar 2013
|
Termination of the BlackRock Asset Allocation Alpha option
|
|
Dec 2012
|
APRA Super Stream Levy
|
|
Sep 2012
|
Changes to BlackRock Australian Share option
|
|
Sep 2012
|
2011/12 Annual Reports
|
|
Jul 2012
|
Changes to Goldman Sachs Income Plus Standard Risk Measure
|
|
Apr 2012
|
Changes to FirstChoice Employer Super
|
|