Cfs Personal Super Investment Options
Investment options + Minimum initial investment $5, or $1, with a regular investment plan: Fund managers AFS Licence (Colonial First State) is the issuer of interests in FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension, FirstChoice Employer Super offered. Each FirstChoice Wholesale Personal Super investment option is a separate investment option within this superannuation fund.
Each investment option invests in an underlying ‘pool’ which is managed according to the investment option’s objectives.
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In most cases, we are the responsible entity for the underlying pools, which are managed by. We will store your preference in your browser's local storage for 90 days. You may reset your preference at any time by navigating back to the personal site.
Colonial First State Investments Limited ABN 98AFS Licence The information in the site is for adviser and researcher use only. Are you interested in investment, superannuation or retirement products?
Find a fund from Colonial First State to meet your needs.
FirstChoice Personal Super (closed to new accounts) Use this form to; Additional & regular investment: Make an additional investment into your existing account and setup or change a regular investment plan.
Adviser nomination: Nominate a new adviser or give an adviser access to information. Adviser online transaction authority. Each FirstChoice investment options is a separate option within the fund.
Each investment option is managed according to its objectives and has a different level of risk and potential level of returns. To find out more, please speak to your financial adviser or contact us onMonday to Friday 8am to 7pm, Sydney time.
Disclaimer Colonial First State Investments Limited ABN 98AFS Licence (Colonial First State) is the issuer of interests in FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension, FirstChoice Employer Super offered from the Colonial First State FirstChoice Superannuation Trust ABN 26 Colonial First State Investments Limited ABN 98AFS Licence (Colonial First State) is the issuer of super, pension and investment products.
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. To provide long-term capital growth and income. The option aims to outperform the composite benchmark over rolling three year periods before fees and taxes.
Fund Strategy The option's broad asset allocation is to be 50% invested in growth assets (shares and property securities) and 50% in defensive assets (fixed interest and cash). Colonial First State’s FirstChoice Wholesale Personal Super is the primary personal super option for employees looking to invest their retirement savings via a fund.
This product comes with features which include: More than investment options across different asset classes and investment managers. Commonwealth Bank Group Super: [email protected] or Monday to Friday am - pm (Sydney time). Call us - 13 13 36 8am-7pm Mon-Fri (Sydney time).
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 5 6 How super is taxed 14 7 Insurance in your super 15 8 How to open an account 16 Application form checklist and forms A1 Financial Services Guide A31 This Product Disclosure Statement (PDS) is made up of the.
The FirstChoice Wholesale Moderate option underperformed the relevant SuperRatings Index over the 10 years to 30 June ; however, the extensive investment menu means returns may vary depending on the option and manager fsbx.xn--38-6kcyiygbhb9b0d.xn--p1ai are lower than the industry average across all account balances assessed. Insurance commissions are set to be removed on the retail products as well as FirstChoice Wholesale Personal Super, reducing premiums. Meanwhile, the FirstChoice Employer Super will close its legacy investment options, with members’ investments to be transferred to corresponding options and grandfathered commissions for the product will cease.
Suncorp super products are not bank deposits or other bank liabilities and are subject to investment risk including possible delays in repayment and loss of the interest and principal invested.
SuperRatings Pty Ltd (ABN 95AFSL ) (SuperRatings) does not issue, sell, guarantee or underwrite Suncorp Everyday Super. The investment information in this option profile is historical, produced as at the date specified above. We may change asset allocation and securities within the option at any time.
Colonial First State Investments Limited ABN 98AFSL (CFS) is the issuer of interests in Commonwealth Essential Super ABN 56 (Essential. The MySuper investment option for the following superannuation products have been judged as "outstanding" and have been awarded the highest rating with 5 Heron Quality Stars for / AMG Super - Corporate Super.
CFS - FirstChoice Employer Super. FirstChoice Employer Super is a highly rated 1 fund that gives members access to a wide range of investments, with tailored insurance options and negotiated administration fees.
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It is a fund designed and delivered by experts in super and retirement planning with over $12 billion invested on behalf of. Investment managers. Thirty-one specialist investment managers have been appointed* to manage the assets invested with legalsuper.
In making these appointments, the Board has regard to the advice of its asset consultant (Willis Towers Watson) and other investment consultants.
Investment managers at 30 September were. Take a look at the different investment options available in Australia that you might consider when creating a portfolio.
AMP offers super funds and tools to track, and grow your super. Learn More; Personal superannuation funds.
AMP have award-winning superannuation products to help you live a comfortable retirement. Find out more today. Colonial First State Investments Limited ABN 98AFSL (CFS) is the issuer of interests in Commonwealth Essential Super ABN 56 (Essential Super) and is a wholly owned subsidiary of Commonwealth Bank of Australia ABN 48 (Bank). BT SuperWrap is a superannuation investment platform that provides you and your financial adviser access to over managed funds, ASX listed securities and term deposits, as well as insurance, in one secure online account.
It provides the control, choice, flexibility and service for your super. Balanced investment options may appeal to people who want a more balanced mix of growth and defensive assets.
Many super funds label their investment options as Balanced and in SuperGuide’s research these investment options can have between 49% and 80% of growth assets. Investment options that have between 61% and 80% of growth assets are.
· Investment objective. Long term (10 years) CPI + % Type of investor this option may suit. Very ambitious Description. Invests in shares, debt and private equity of companies with above average environmental, social and governance performance, along with some exposure to environmental property investments.
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Investment Representatives are registered through CFS. The Credit Union has contracted with CFS for investment services.
Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Select ‘Change your investment allocation’ Enter the new percentage allocation you would like in each of your option(s) in the ‘New allocation’ column. You must ensure that your new allocation totals %.
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Elect to update your future investment selection if you wish to. Funds to cover investment choice switches are deducted pro-rata across my other investments to the value of the switch. Investment returns (positive or negative) will be applied to all my investment choices whenever I change how my account balance is to be invested across the investment options.
Meet your personal support team plus a Direct Investment option. This variety lets you mix and match your investments to suit your own goals. All options.
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reliable indicator of future performance and you should consider other factors before choosing a fund or changing your investments.
CARE Super Pty Ltd (Trustee) ABN 91 The investment returns shown are for the super (accumulation) product. AustralianSuper returns are based on crediting rates.
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For super (accumulation) products crediting rates are the investment return less investment fees, the percentage-based administration fee (applicable from 1 April ) and taxes. Investment returns aren’t guaranteed.
The AMP MySuper investment option takes the hard work out of deciding how to invest your super, by providing the simplicity of a single investment option tailored for your age group. During your younger years the investment strategy seeks higher returns through.
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your money to an investment option with a similar risk/return profile. This offer is only made to persons receiving this Member Booklet (electronically or otherwise) in Australia. We are not bound to accept any application to join Aware Super as a personal member.
1. About Aware Super 2 2. How super works 2 3. Benefits of investing 2 with Aware. Switch Super Investment Options Before you proceed.
What you need to know about buy-sell spreads. Buy-sell spreads are incurred when you add, withdraw or change your investment options. They represent certain transaction costs such as brokerage incurred when transacting.
it has been prepared without taking into account your personal. Generations Personal Super and Personal Pension is issued by N.M. Superannuation Pty Limited ABN 31AFSL (NM Super).
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Generations Investment Portfolio is operated by NMMT. Investment Management Fee Reductions (for products issued by ETSL) In response to the current economic conditions, where cash rates have reached historical lows, Colonial Mutual Life Assurance Society Ltd (CMLA) has taken the opportunity to review our investment management fees on a range of cash investment options. You should obtain a copy of the relevant Product Disclosure Statement and consider its contents before making any decision regarding your super.
Commonwealth Superannuation Corporation (CSC). ABN 48 AFSL RSE Licence No: L Investment Managers. AvSuper uses the following range of professional investment managers who specialise in different investment areas to invest members’ money according to specific objectives and strategies (including strategies to guard against excessive risk) set out by the AvSuper Trustee.
Issuenumber₁₄,₁₀December₂₀₂₀ Generations® investmentoptions Productdisclosurestatement NationalMutualFundsManagementLtdABNAFSLicenceNo. *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment fsbx.xn--38-6kcyiygbhb9b0d.xn--p1aits offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss.
The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database. This may not include all funds available for retail investment in Australia. The peer calculation is inclusive of admin and management fees; excludes brokerage and no withdrawals have been.
The latest fund information for CFS First Sentier Wholesale Strategic Cash, including fund prices, fund performance, ratings, analysis, ratios & manager information. · After 1 Januarysuper members who wanted to use their fund’s default fund, or who did not want to make active investment choices, had to have their super.
Mercer SmartPath. Mercer Super’s award winning investment option Mercer SmartPath, is a set-and-forget investment strategy that adapts your strategy as you age, automatically balancing your investment risk with your life fsbx.xn--38-6kcyiygbhb9b0d.xn--p1ai is the ‘default’ investment option for most members.
issuer of OneAnswer Frontier Personal Super and Pension. In this Investment Funds Guide, the terms ‘us’, ‘we’ and ‘our’ when used in relation to a OneAnswer product, refer to the issuer of that particular product, which is either OnePath Funds Management or OnePath Custodians as the context requires. For example, if your super is with Colonial First State (CFS), our firm will allege that CFS failed to obtain a competitive cash interest rate.
The value we will claim will be the difference between your returns on cash, and the returns you would have received if CFS had done its job properly and obtained the best available interest rate. What are the super investment options I can choose from? Most super funds let you choose from a range, or mix of investment options and asset classes. These might include 'growth', 'balanced', 'conservative' and 'cash' but the terms can differ across super funds. Here’s a small sample of the typical type of investment options 1 available.
The FirstChoice Moderate option underperformed the relevant SuperRatings Index over the 10 years to 30 June ; however, the extensive investment menu means returns will vary depending on the option and manager fsbx.xn--38-6kcyiygbhb9b0d.xn--p1ai are higher than the industry average across all .