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FirstChoice Wholesale Pension

FirstChoice Wholesale Pension is designed for investors who are approaching retirement and wish to convert their superannuation into an allocated or a pre-retirement pension with access to a wide range of growth and income assets.

Product snapshot

Designed for investors who are approaching retirement and wish to convert their superannuation into an allocated or a pre-retirement pension, FirstChoice Wholesale Pension allows your clients to take advantage of access to a wide range of growth and income assets.

Asset classes Cash, Fixed Interest, Share, Property and Infrastructure Securities
Investment Options 130+
Minimum initial investment $20,000.00
Fund managers 70+

THE FIRSTCHOICE DIFFERENCE

    • Straightforward products
    • Flexible features
    • Simple, intuitive platforms
    • Supports delivery of quality advice.
    • Unique mandate structure > Learn more
    • Same day pricing and transactions
    • Powerful online tools
    • Fast, tailored reports
    • Comprehensive model portfolio functionality
    • Efficient e-Post tool.
    • Low fees
    • Competitive fee structure
    • Fee rebate for higher balance clients > learn more.
    • Experienced, knowledgeable teams
    • Local BDM support
    • Outstanding customer service
    • Local transition support
    • FirstTech support.

FEES

Our competitive fee structure seeks to maximise value for both you and your client. Refer to PDS for more information on costs and fees.

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Product updates

Disclaimer
Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer of super, pension and investment products. This document may include general advice but does not take into account your 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) carefully and assess whether the information is appropriate for you and consider talking to a financial adviser before making an investment decision. The PDS and FSG can be obtained from www.cfs.com.au or by calling us on 13 13 36.
 

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