Colonial First State

Colonial First State - FirstChoice Wholesale Pension FC Wsale AP - FirstChoice Wsale Moderate

Awards

Winner of SuperRatings Gold 2021 Pension

Past 5-year return
7.45

% p.a

Admin fee

$0

Calc fees on 50k

$645

SuperRatings awards
SuperRatings Gold 2021 Pension
Past 5-year return
7.45

% p.a

Admin fee

$0

Calc fees on 50k

$645

SuperRatings awards
SuperRatings Gold 2021 Pension

Quick pension fund review

For Colonial First State - FirstChoice Wholesale Pension

These are the benefts of this pension fund.

  • FirstChoice has become the most widely used platform by offering advisers and their clients superior service.
  • Award-winning online functionality;
  • A wide range of investment and insurance options;
  • Some of the lowest fees in the platform market.

Colonial First State FirstChoice Wholesale Pension was established in 2004 to provide for the retirement needs of members from a wide range of industries. A minimum initial investment of $20,000 is required to commence membership.Colonial First State offers a comprehensive investment menu of diversified and single sector investment options, as well as FirstRate Wholesale term deposits and cash. The FirstChoice Wholesale Moderate option outperformed the relevant SuperRatings Index over the year to 30 June 2020; however, underperformed across other assessed time periods. The extensive investment menu means returns may vary depending on the option and manager selected.Fees are lower than the industry average across small account balances assessed. There are no switching fees, although a buy-sell spread may apply. Colonial First State FirstChoice Wholesale Pension offers excellent pension flexibility, with members able to select from fortnightly through to yearly payment frequencies. Members with more than one investment option can nominate the proportion of payments to be drawn from each option. Members can also select from reversionary pensions, binding death nomination and non-binding lump sum death benefits.Members can access account information online via FirstNet. The fund further offers a range of online tools, education resources and provides various calculators to ensure members are well informed.

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Pension fund overview

For Colonial First State - FirstChoice Wholesale Pension

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    Fund fees vs. Industry average
    THIS FUND
    INDUSTRY AVERAGE
    Fund past-5-year return vs. Industry average
    THIS FUND
    INDUSTRY AVERAGE
    Investment allocation
    INTERNATIONAL SHARES
    AUSTRALIAN SHARES
    PROPERTY
    ALTERNATIVES
    FIXED INTEREST
    CASH
    OTHER
    Investment option performance
    BALANCED
    HIGH GROWTH
    CONSERVATIVE BALANCE
    GROWTH
    INTERNATIONAL SHARES
    CAPITAL STABLE
    CASH
    + View additional option performance information