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Colonial Rollover & Superannuation Fund

Past 5-year return
6.12%
Admin fee
$0
Calculated Fees on 50k
$1,085
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No information was provided by the fund to SuperRatings.
Colonial First State currently manages or administers more than $200 billion globally. The fund's Rollover and Superannuation product was established in 1995 and is no longer available to new members, but continues to deliver services to current members. Colonial Rollover and Superannuation offers an investment menu consisting of four diversified and ten single sector options. The Diversified option underperformed the SuperRatings Index over the 5 year period to 30 June 2018. Fees are higher than the industry average across all account balances assessed. No switching fees are charged; however, a buy-sell spread and other transactional costs may apply. The fund does not charged for establishing, terminating, or withdrawing from the fund. The insurance available through the fund allows eligible members, under the age of 64 years, the ability to apply for an unlimited amount of Death cover. Members can also apply for $2 million of TPD cover before 60 years of age. No income protection cover is offered.Members have access to a range of educational materials, newsletters and calculators found online in the fund's website. Financial advice and magazines are also available on the website, and a TeleAccess facility is available to help with requests.
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Fees & fund features

Admin fee
Admin fee
$0
Administration fee (%)
Administration fee (%)
0.08%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.17%
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
1.92%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Admin fee
Admin fee
$0
Administration fee (%)
Administration fee (%)
0.08%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.17%
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
1.92%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Fund fees vs. Industry average
Fund past-5-year return vs. Industry average
Investment allocation
Investment option performance
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FAQs

Superannuation is designed to provide Australians with money in their retirement. The government has strict rules around when people can take that money out of their fund because it wants to prevent people eroding their savings before they reach retirement.

As a general rule, you can only take money out of your superannuation fund when you reach:

  • Age 65
  • Your ‘preservation age’ and retire
  • Your preservation age and begin a ‘transition to retirement’ while still working

That said, you can take money out of your superannuation fund early based on one of these seven special conditions:

  • Compassionate grounds
  • Severe financial hardship
  • Temporary incapacity
  • Permanent incapacity
  • Superannuation inheritance
  • Superannuation balance under $200
  • Temporary resident departing Australia
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