Pension Bonus webinar: What advisers need to know

The Pension Bonus is a meaningful addition to FirstChoice Wholesale Pension that may help eligible clients start retirement with more. In this recorded webinar, CFS experts explain how the bonus works, who qualifies and the key considerations advisers should be aware of when supporting clients transitioning from super to pension.

 

For more information on how the Pension Bonus works and which clients may be eligible, visit the Pension Bonus page

Adviser use only

Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468. It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at www.cfs.com.au/tmd, which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statements (PDSs), Investor Directed Portfolio Service Guides (IDPS Guides) and Financial Services Guides (FSGs) before making any recommendations to a client. The PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36. Past performance or awards are no indication of future performance.