ALL THE CHANGES TO ADVICE FEES YOU NEED TO KNOW
Here you’ll find tools and resources to help you navigate the upcoming changes to advice fees. We’ll keep this page up to date as we learn more.
This information has been prepared by Avanteos Investments Limited ABN 20 096 259 979, AFS Licence 245531 (AIL) based on its understanding of current regulatory requirements and laws as at April 2021. Colonial First State Custom Solutions is the registered business name of AIL. AIL is the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 which includes FirstWrap Plus Super and Pension, and is the operator of The Avanteos Wrap Account Service which includes FirstWrap Plus Investments. AIL is owned ultimately by Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the Bank). The Bank and its subsidiaries do not guarantee the performance of AIL products or the repayment of capital by AIL. Colonial First State Investments Limited (CFSIL) ABN 98 002 348 352, AFS Licence 232468 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. CFSIL also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments, other than FirstRate Saver and FirstRate Term Deposits which are products of the Bank. CFSIL is a wholly owned subsidiary of the Bank. The Bank and its subsidiaries do not guarantee the performance of FirstChoice products or the repayment of capital for your investment. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including AIL and CFSIL, nor any related parties, their employees or directors, accepts responsibility for any loss suffered by any person arising from reliance on this information. This document contains general information strictly for adviser use only and is not to be handed to any investor. It does not take into account any person’s individual objectives, financial situation, needs or taxation circumstances. You should read the relevant Product Disclosure Statement (PDS) or Investor Directed Portfolio Service Guide (IDPS Guide) before making any recommendations. Investors should read the relevant PDS or IDPS Guide before making an investment decision and consider talking to a financial adviser. Investors can obtain FirstChoice PDSs from colonialfirststate.com.au or by calling 13 13 36 and FirstWrap PDSs and IDPS Guides from their adviser or firstwrap.com.au.