1. The fees shown above are total fees including administration and investment fees for the lowest cost Balanced Index investment option available on each platform in the comparison set. Fees assume nil balance in the Cash Account for wrap products.
2. Fees are at 30 June 2021 and are gross of income tax of 15%. Transaction fees have not been included in the comparison - these fees apply in HUB24. Indirect cost ratios have not been included in the comparison.
3. This comparison includes Colonial First State FirstChoice Wholesale Personal Super (CFS Wholesale Index Balanced), AMP Flexible Super Core (Super Easy Balanced), AMP Flexible Lifetime Personal Super (AMP Balanced Index), AMP MyNorth Super (MyNorth Index Balanced), BT Panorama Compact (BT Indexed Balanced Portfolio), HUB24 Super Core (Sestante Balanced Index Portfolio), HUB24 Super Choice (Vanguard Growth Index), Macquarie Super Manager II (Vanguard Growth Index), MLC MasterKey Super Fundamentals (MLC Index Plus Balanced), MLC Wrap Super Series 2 Core (MLC Wholesale Index Plus Balanced Portfolio), MLC Wrap Super Series 2 Full (Vanguard Growth Index), Netwealth Accelerator Core (GSS Growth Index Model) and OnePath OneAnswer Frontier Super (OnePath Growth Index).
4. CFS FirstChoice Wholesale Personal Super has the lowest total cost for a Balanced Index option in this comparison set of retail products and their respective Balanced Index options.
5. Balanced options include investment options with 61-80% in growth assets.
   
   

Disclaimer: © Zenith CW Pty Ltd ABN 20 639 121 403 (Chant West), Authorised Representative of Zenith Investment Partners Pty Ltd ABN 27 103 132 672, AFSL 226872 under AFS Representative Number 1280401, 2021. The data provided by Chant West is based on information supplied by third parties and does not contain all the information required to evaluate the nominated service providers, you are responsible for obtaining further information as required. Data is provided in good faith and is believed to be accurate, however, no representation, warranty or undertaking in relation to the accuracy or completeness of the data is provided. Fees may change in the future which may affect the outcome of the fee comparison. Data provided is subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. Except for any liability which can not be excluded, Chant West does not accept any liability whether direct or indirect, arising from use of this data.

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This information has been prepared by Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) based on its understanding of current regulatory requirements and laws as at the date of publication. 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 CFSIL, accepts responsibility for any loss suffered by any person arising from reliance on this information. This information is for the adviser only and should not be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. The Target Market Determinations (TMD) for our financial products can be found at www.cfs.com.au/tmd and include a description of who a financial product is appropriate for. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from www.cfs.com.au or by calling us on 13 18 36.