By signing up for a free basic account, you will have access to additional features for finding and comparing funds, and will be able to post questions in the support forums and communicate with other site members. Suitable for smsfs this gearing strategy is also available to smsf investors. Colonial first state investments limited abn 98 002 348 352, afs licence 232468. Accept all forms of payments including credit and debit card, cash, cheque, bank transfer and bpay. Younger people usually dont get too fussed about their super funds but there are plenty of reasons why they should. Colonial first state firstchoice superannuation trust had a growth in the number of member accounts in the 2019 financial year of 7%, which is the 111 largest growth of the 150 funds that provided this information. Colonial first state diversified investment option. You will need to contact xplan technology on 0 069 to request that colonial first state investments client information can be delivered to you. How to open an account 8 contents employer sponsored member booklet product disclosure statement. The following information referred to in the pds is provided below. First choice was a great dosbase flat file database program. Last 9 digits of your clients colonial first state account number e.
The colonial first state firstchoice investments platform has been designed to help investors achieve their investment goals, whether they are short term or long term. You should obtain and consider the pds before deciding whether to acquire, continue to hold or dispose of interests in the fund. Colonial first state investments limited abn 98 002 348 352, afsl 232468 colonial first state is the issuer of the firstchoice range of super and pension products from the colonial first state firstchoice superannuation trust abn 26 458 298 557. Its got all the capability you need to help you get paid sooner and help you save time running your business. The information in the site is for adviser and researcher use only. Extensive investment and markets research, technical and marketing support, software choice and expertise to assist in all business areas where needed are just a few of the benefits. Colonial first state firstchoice diversified does not disclose of holdings. New firstchoice pds may, 2016 colonial first state. Firstchoice wholesale product disclosure statements. Colonial first state firstchoice superannuation trust. Firstchoice personal super australian super finder. You can put your first choice database into a web page.
If you dont have a frames capable browser, you may be able to. Colonial first state firstchoice superannuation trust super. Click below to see how they compare to other funds. Colonial first state geared share fund is available via the firstchoice investment platforms, providing investors access to a comprehensive range of investment options within one investment wrapper.
A product disclosure statement pds is available for the fund and can be obtained by calling 2 5 or visiting a bt investor centre. Colonial first state also advised that they intended to process based on the number of requests and the level of cash available within the fund to meet the requests at that time. Sep 14, 2012 first choice was a great dosbase flat file database program. Get paid anywhere your business takes you with the commbank small business app, our mobile payments and invoicing app. The list of funds is sourced from apra and reflects information as at 30 june 2019. Colonial first state download a product disclosure statement pds firstchoice employer super employer product disclosure statement includes application forms 18 november 2019 investment options menu 18 november 2019. Starting as an adviser and moving to management these roles included risk, investment and superannuation products, research and practice management. Disclaimer this document has been prepared by colonial first state investments limited abn 98 002 348 352, afs licence 232468 colonial first state based on its understanding of. Labibie moses project manager colonial first state. This is an investment option available in the bt business super fund. The program, first2html, reads the file and converts it to html, as a table. Welcome to colonial first states official facebook page. Supplementary product disclosure statement 28 june 20 this is a supplementary product disclosure statement spds for the firstchoice personal super product disclosure statement issue no 201, dated 11 june 20 original pds, issued by colonial first state investments limited abn 98 002 348 352 afs licence 232468.
Product disclosure statements colonial first state investments. This pds is issued by colonial first state investments limited colonial first state, the trustee, we, our or us, the trustee of the firstchoice trust and the responsible entity for most of the investment options in firstchoice wholesale. Funds focus blog archive colonial firstchoice geared. Please note that our opening hours aest are for our customer contact centre. This is essentially every fund except for smsfs and small apra funds. Total and permanent disablement cover first state super. Find out more about colonial first state superannuation. A pds for colonial first state s products are available at. We begin by performing a needs analysis and business fit assessment to determine how the first choice team can add value to your project. 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.
Apr 01, 2020 to help you better understand what super funds are available, on this page you can find a list of all super funds that are regulated by apra. Colonial first state firstchoice superannuation trust has 720,423 members, which ranks it at number largest of 150 funds. The alliance will see the addition of the colonial first state acadian global equity fund to firstchoice from 30 may 2005. Colonial first state download a product disclosure. Once you have registered with them, colonial first state will automatically send the relevant and appropriate file information to them on a daily basis which you can access via xplan. On wednesday 3 december 2008 colonial first state announced their first quarterly withdrawal offer which has enabled mlc to provide you with the opportunity to make a. Fund abn fund name usi spin product name contribution restrictions. Colonial first state financial service 252 photos facebook. Seek professional financial advice, consider your own circumstances and read our product disclosure statement before making a decision about first state super. You should obtain and consider the pds before deciding whether. Wholesale personal super and pension johnston grocke. The first choice software process the first choice team utilizes the same proven process and methodology on each project in order to effectively leverage the power of our experience for our clients. Diversify your portfolio easily with a selection of professionally constructed multimanager portfolios or tailor your own with single manager options from well know investment managers including colonial first state and specialist boutique managers.
To provide mediumtolongterm capital growth, together with some income, by investing in cash, fixed interest, property and shares. Colonial first state download a product disclosure statement pds firstchoice employer super member product disclosure statement 18 november 2019 investment options menu 18 november 2019. Colonial first state is a wholly owned subsidiary of the commonwealth bank of australia abn 48 123 123 124 afs licence 234945 the bank. Aug 14, 2014 colonial first state investments limited abn 98 002 348 352, afs licence 232468 colonial first state is the issuer of the firstchoice range of super and pension products from the colonial first state firstchoice superannuation trust abn 26 458 298 557. Qsupers member online is a webbased superannuation administration portal owned by the qsuper board abn 32 125 059 006 afsl 489650 the board as trustee for qsuper abn 60 905 115 063 the fund.
Colonial first state investments limited abn 98 002 348 352, afs licence 232468 colonial first state is the issuer of the firstchoice range of super and pension products from the colonial first state firstchoice superannuation trust abn 26 458 298 557. First choice software providing ms access based solutions. First choice software has been developing, selling and supporting quality software since 1984. Colonial first state firstchoice offers more than 100 underlying investment funds, with online access to track portfolio performance and easy swit. Fund abn fund name usi spin product name contribution. Colonial first state investments limited abn 98 002 348 352, afs licence 232468 colonial first state is the issuer of super, pension and investment products. We specialize in the design and implementation of custom database applications utilizing microsoft access and visual basic. Investment objective and investment strategy details are copied from fund manager pds or profile documents. You can invest a wide range of contribution types including employer, personal, spouse and salary sacrifice. Spouse contribution splitting split your contributions made during a financial year to your spouses superannuation account. Their wide range and investment management expertise spans australian and global shares, property, fixed.
It includes a word processor, spreadsheet, graphics, database, and telecommunications. Colonial first state firstchoice offers more than 100 underlying investment funds, with online. Choose from over 95 investment options to construct your superannuation portfolio. When an off the shelf solution just wont cut it, you then require software designed to meet.
This product disclosure statement pds is made up of the pds, the. Colonial first state investments limited abn 98 002 348 352, afs licence 232468 is the issuer of the firstchoice superannuation products. Colonial first state financial service 251 photos facebook. It does not take into account any persons individual objectives, financial situation or needs. From 2006 to 20, mike was an executive director and responsible manager with millennium3 financial services and elders financial. Labibie moses project manager colonial first state linkedin. Wholesale personal super and pension product disclosure statement this is a combined financial services guide and product disclosure statement issue no 20141, dated 19 may 2014 colonial first state firstchoice wholesale personal super usi fsf0511au. The alliance will see the addition of the colonial first state acadian global.
Issued by fss trustee corporation abn 11 118 202 672, afsl 293340, the trustee of the first state superannuation scheme abn 53 226 460 365. Wholesale personal super and pension product disclosure statement this is a combined financial services guide and product disclosure statement issue no 20141, dated 19 may 2014 colonial first state firstchoice wholesale personal super usi fsf0511au colonial first state firstchoice wholesale pension usi fsf0510au. Colonial first state or its licensed related entities to. Investments in colonial first state firstchoice investments, firstchoice personal super and firstchoice pension referred to in this pds as firstchoice are offered by colonial first state investments limited abn 98 002 348 352 afs licence 232468. The colonial first state firstchoice personal super makes investing easy by providing you with a wide range of investment options all through one account colonial first state superannuation gets your super working harder for your future, today. You should read the product disclosure statement carefully and assess whether the information is appropriate for you and consider talking to a financial adviser before making an investment decision. Ail is owned ultimately by commonwealth bank of australia abn 48 123 123 124. 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. First choice is similar to, but not as feature rich as, the standalone pfs office products. Unless we tell you otherwise, member online, information and all products are issued by the qsuper board as trustee for qsuper. Firstwrap is issued and operated by avanteos investments limited trading as colonial first state custom solutions abn 20 096 259 979, afsl 245531 ail.
Colonial first state chief executive officer john pearce said the changes include a new option through an exclusive distribution alliance with acadian asset management inc. Contents 1 about colonial first state 1 2 benefits of investing with firstchoice personal super 1 3 how super works 2 4 risks of super 3 5 fees and other costs 6 6 how super is taxed 15 7 insurance in your super 16 8 how to open an account 17 application form checklist and forms a1 financial services guide a29 this product disclosure statement pds is made up of the pds, the. Level 29 52 martin place sydney gpo box 3956 sydney nsw. If your clients account number is 0900 1234 5678, the bank account for direct credit would be. Colonial first state firstchoice 4% entry fee rebate.
Colonial first state diversified investment option westpac. Ail is the trustee of the avanteos superannuation trust abn 38 876 896 681. Colonial first state download a product disclosure statement pds firstchoice wholesale personal super and pension product disclosure statement includes application forms 18 november 2019 investment options menu 18 november 2019. Super switch colonial first state firstchoice diversified. Running alongside this is a progressive compliance structure ensuring advisers are equipped with and using the appropriate tools, and remain compliant with a. Product disclosure statements pds for these products are available from your adviser or by phoning us on 36. Your clients full name first names followed by surname. The reference guides referred to in the pds are provided below. Product disclosure statements colonial first state.
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