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We offer a wide range of low-cost index options that can give your clients access to investment opportunities across the world. Our diverse range of index options covers almost every industry sector and asset class. Start building your client portfolios with some of the lowest index option rates being offered in Australia. 

What's your client's total portfolio fee?

We’ve compared the total portfolio fees of our CFS Index Australian Share option to other major retail providers and we’re confident that FirstChoice Wholesale offers some of the lowest index fund rates in Australia.

Graph 1: Retail super fund fee comparison

Graph 1: Please refer to the bottom of this page for competitors used, important information and assumptions that have been made for this comparison.

How higher fees can affect your client’s account balance over time

Our simple, low total portfolio fee for our CFS Index options means clients can have more of their money invested over time.

For our CFS Index Series options in FirstChoice, your clients pay just one flat, low fee - this includes both the Investment fee and Administration fee. No additional dollar-based fees apply.

To show you how our low-cost fee structure can benefit your clients over time, we've compared the cost of investing in the CFS Index Balanced option in FirstChoice Wholesale Personal Super - just 0.35% pa - with the cost of investing in a higher cost portfolio, with a fee of 0.90% pa.
 

Graph 2

Graph 2: Please refer to the bottom of this page for important and assumptions that have been made for this graph.

  •  

    Index option Investment Personal Super Retirement Pension Pre-Retirement Pension
    Total cost of product Investment fees and costs (pa) + Admin fees and costs (pa) = Total cost of product Investment fees and costs (pa) + Admin fees and costs = Total cost of product Available
    in TTR?
    Investment fees and costs (pa)+ Admin fees and costs + Total cost of product
    Conservative
    0.31% 0.15% 0.20% 0.35% 0.14% 0.20% 0.34% Y 0.14% 0.20% 0.34%
    Diversified 0.31% 0.15% 0.20% 0.35% 0.15% 0.20% 0.35% Y 0.15% 0.20% 0.35%
    Moderate 0.32% 0.15% 0.20% 0.35% 0.15% 0.20% 0.35% Y 0.15% 0.20% 0.35%
    Balanced 0.31% 0.15% 0.20% 0.35% 0.15% 0.20% 0.35% Y 0.15% 0.20% 0.35%
    Growth 0.31% 0.15% 0.20% 0.35% 0.15% 0.20% 0.35% Y 0.15% 0.20% 0.35%
    High Growth 0.31% 0.15% 0.20% 0.35% 0.15% 0.20% 0.35% Y 0.15% 0.20% 0.35%
    Australian Bond 0.31% 0.14% 0.20% 0.34% 0.14% 0.20% 0.34% Y 0.14% 0.20% 0.34%
    Global Bond 0.31% 0.18%
    0.20% 0.38% 0.18% 0.20% 0.38% Y 0.18% 0.20% 0.38%
    Australian Share 0.31% 0.14% 0.20% 0.34% 0.14% 0.20% 0.34% Y 0.14% 0.20% 0.34%
    Global Share 0.31% 0.15% 0.20% 0.35% 0.14% 0.20% 0.34% Y 0.15% 0.20% 0.35%
    Global Share – Hedged 0.33% 0.18% 0.20% 0.38% 0.17% 0.20% 0.37% Y 0.17% 0.20% 0.37%
    Property Securities 0.31% 0.14% 0.20% 0.34% 0.14% 0.20% 0.34% Y 0.14% 0.20% 0.34%
    Global Property Securities 0.33% 0.17% 0.20% 0.37% 0.17% 0.20% 0.37% Y 0.17% 0.20% 0.37%
    Global Listed Infrastructure
    Securities
    0.32% 0.16% 0.20% 0.36% 0.16% 0.20% 0.36% Y 0.16% 0.20% 0.36%
    Geared Australian Share 0.51%(g)/1.13%(n) 0.42%(g)/0.93%(n) 0.09%(g)/0.20%(n) 0.51% (g)/1.13%(n) 0.42%(g)/0.93%(n)
    0.09%(g)/0.20% 0.51% (g)/1.13%(n) N N/A N/A N/A
    Geared Global Share 0.51%(g)/1.13%(n) 0.42%(g)/0.93%(n) 0.09%(g)/0.20%(n) 0.51% (g)/1.13%(n) 0.42%(g)/0.93%(n)
    0.09%(g)/0.20%(n) 0.51% (g)/1.13%(n)
    N N/A N/A N/A

    For more information about the fees and costs on FirstChoice, please download our Product Disclosure Statement (PDS).

Get in touch

To find out how other major retail providers compare to CFS, ask for one of our experienced BDMs to contact you.

WHY CHOOSE CFS INDEX OPTIONS FOR YOUR CLIENTS

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16 low-cost INDEX OPTIONS AVAILABLE

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HELPING YOUR CLIENTS UNDERSTAND INDEX INVESTING

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Portfolio Holdings Tool

Our Portfolio Holdings Tool gives your clients the next level of transparency of the underlying assets in their investment options.

Clients can see the names of familiar companies held in each investment option to help them understand where their money is invested.

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