FirstChoice Personal Super - Changes to UBS Tax Effective Income |
FirstChoice Personal Super - Changes to UBS Tax Effective Income |
FirstChoice Personal Super - Changes to UBS Tax Effective Income |
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Terminated mortgage funds and options - August 2016
We commenced winding up the Colonial First State mortgage funds and options referred to below (together the ‘options’) some time ago. Since then, we have made termination payments/transfers when sufficient proceeds have become available from the options’ assets.
One of the options’ underlying mortgage assets suffered a loss and we were involved in a litigation to recover money for that loss. This has been a complicated and lengthy process as we've sought to attain all possible value from the options’ assets. We are pleased to confirm this process is now coming to an end and we expect to make final payments or transfers, as applicable, in the Mortgage Income Funds in August 2016 and the Wholesale Income Fund in September 2016.
Colonial First State Mortgage Income Funds
These Colonial First State Mortgage Income Funds were terminated on 1 March 2010 (the termination date):- Colonial First State Mortgage Income Fund - Entry Fee Option
- Colonial First State Mortgage Income Fund - Nil Entry Fee Option
The previous payment to investors in December 2014 brought the total of the payments made to investors throughout the winding up process to 100% of the value of their account balance in each Fund as at the termination date.
Investors should include the amount of the final payment received in August 2016, which represents the final payment from the winding up of the Fund, as part of the ‘Total current year capital gains’ in their 2016/2017 income tax return. This amount will be subject to a CGT discount (up to 50%) depending on an investor’s personal circumstances.
Colonial First State Wholesale Income Fund
The following funds and options were terminated in September 2012.
Investments:- FirstChoice Investments - Colonial First State Income
- FirstChoice Wholesale Investments - Colonial First State Income (also known as Colonial First State Wholesale Income Fund)
Super and pension:- FirstChoice Personal Super - Colonial First State Income
- FirstChoice Wholesale Personal Super - Colonial First State Income
- FirstChoice Pension - Colonial First State Income
- FirstChoice Wholesale Pension - Colonial First State Income
- FirstChoice Employer Super - Colonial First State Income
The following options were terminated in November 2012.
Super and pension:- Rollover and Superannuation Fund - Income option
- Rollover and Superannuation Fund - Income Option Nil Entry Fee
Want more information?
If you would like more information on any of the terminated funds and options, please contact your financial adviser or call us on 13 13 36, Monday to Friday, 8am to 7pm, Sydney time. -
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April 2019 Termination of Small Funds January 2019 FirstChoice Investments - Fees and commissions November 2018
Maturing FirstRate Investment Deposits – 14 December 2018 October 2018 T.Rowe Price Australian Equity - asset allocation October 2018
October 2018
May 2018
April 2018
Apr 2018
Oct 2017
Timing of final statement when exiting from managed investment scheme
Sep 2017
Sep 2017
Jul 2017
May 2017
Apr 2017
Apr 2017
Mar 2017
Maturing FirstRate Investment Deposits - April 2012 series Dec 2016
Oct 2016
Oct 2016
May 2016
Apr 2016
FirstChoice Investments will be closing from 3pm, 13 May 2016
Mar 2016
Change of name for Goldman Sachs (Wholesale) Global Small Companies option
Dec 2015
Jul 2015
May 2015
Jan 2015
Changes to the Perpetual International and Perpetual Wholesale International options
Sep 2014
May 2014
Dec 2013
Dec 2013
Dec 2013
Dec 2013
Jun 2013
Mar 2013
Sep 2012
Sep 2012
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October 2018
May 2018
Related party remuneration - Colonial First State Product Disclosure Statement Update
May 2018
Jan 2018
Sep 2017
Aug 2017
Aug 2017
Jun 2017
Changes to death benefits May 2017
Jan 2017
Dec 2016
May 2016
May 2016
May 2014
Dec 2013
Dec 2013
Dec 2013
Jun 2013
Jun 2013
May 2013
Standard Risk Measure - Comparing Investment Options
Dec 2012
Sep 2012
Apr 2012
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January 2019 FirstChoice Employer Super - Fees and commissions October 2018
May 2018
Related party remuneration - Colonial First State Product Disclosure Statement Update
May 2018
Jan 2018
Sep 2017
Aug 2017
Aug 2017
Jun 2017
Changes to death benefits May 2017
Jan 2017
Dec 2016
May 2016
May 2016
May 2014
Dec 2013
Dec 2013
Dec 2013
Jun 2013
Jun 2013
May 2013
Standard Risk Measure - Comparing Investment Options
Dec 2012
Sep 2012
Apr 2012