Products

Stay up-to-date with the latest information about our products

June 2022	Updated FirstChoice Wholesale Product disclosure statement
June 2022	FCES Retrospective fee waiver
June 2022	Extension of temporary waiver of administration fees
May 2022	New FirstChoice Wholesale Product disclosure statement
May 2022	New FirstChoice Product disclosure statement
May 2022	New FirstChoice Employer Super Product disclosure statement (Member)
May 2022	New FirstChoice Employer Super Product disclosure statement (Employer)
May 2022	Important changes to FirstChoice Personal Super
May 2022	Portfolio rebate changes
April 2022	Supplementary FirstChoice Product Disclosure Statements – April 2022
April 2022	Introducing a ‘sustainability’ focus for Stewart Investors (Wholesale) Global Emerging Markets Leaders option
March 2022	Manager Replacement - AMP Capital Global Property Securities
February 2022	Additional Information about S&P Indices for FirstChoice Products
February 2022	New Insurance booklet for FirstChoice Wholesale Personal Super
February 2022	New Insurance booklet for FirstChoice Personal Super
February 2022	New Insurance booklet for FirstChoice Employer Super (Member)
February 2022	New Insurance booklet for FirstChoice Employer Super (Employer)
December 2021	New FirstChoice Wholesale Product disclosure statement
December 2021	New FirstChoice Product disclosure statement
December 2021	New FirstChoice Employer Super Product disclosure statement (Member)
December 2021	New FirstChoice Employer Super Product disclosure statement (Employer)
December 2021	Updates to buy/sell spreads 13 December 2021
December 2021	Regulatory Guide 97 – Updates to our Product Disclosure Statements and statements
December 2021	Change of ownership for Colonial First State
September 2021	New Supplementary FirstChoice Employer Super Product disclosure statement (Member)
September 2021	New Supplementary FirstChoice Employer Super Product disclosure statement (Employer)
August 2021	Termination of the Colonial First State Pooled Superannuation Trust
August 2021	Important changes to the Colonial First State Rollover and Superannuation Fund product
August 2021	Important changes to the Colonial First State Personal Pension Plan product
June 2021	New Supplementary FirstChoice Wholesale Product disclosure statement
June 2021	New Supplementary FirstChoice Product disclosure statement
June 2021	New Supplementary FirstChoice Employer Super Product disclosure statement (Member)
June 2021	New Supplementary FirstChoice Employer Super Product disclosure statement (Employer)
June 2021	Manager replacement - Ironbark Karara Australian Share
May 2021	New Responsible Entity for some First Sentier Funds
May 2021	Changes to FirstRate Saver in FirstChoice super and pension products
April 2021	Closure of FirstRate Term Deposits investment option in FirstChoice Investments
April 2021	New Supplementary FirstChoice Wholesale Product disclosure statement
April 2021	New Supplementary FirstChoice Product disclosure statement
April 2021	New Supplementary FirstChoice Employer Super Product disclosure statement (Member)
April 2021	New Supplementary FirstChoice Employer Super Product disclosure statement (Employer)
March 2021	Ironbark Karara Wholesale Australian Share update
March 2021	Fee reductions - First Sentier Strategic Cash and Capital Secure
March 2021	New responsible entity for some First Sentier funds
February 2021	Indirect cost ratio estimates as of January 2021
December 2020	Super and Pension Annual Financial Reports 2020
November 2020	New FirstChoice Wholesale Product disclosure statement
November 2020	New FirstChoice Product disclosure statement
November 2020	New FirstChoice Employer Super Product disclosure statement (Member)
November 2020	New FirstChoice Employer Super Product disclosure statement (Employer)
November 2020	FirstRate Saver: Important changes to interest rate
October 2020	Index Series Options Investment Option Menu asset classes Correction
October 2020	Termination of investment options on FirstChoice
July 2020	Changes to buy/sell spreads 6 July 2020
June 2020	Changes to some FirstChoice Wholesale Multi-Manager Funds
June 2020	Changes to buy/sell spreads 24 June 2020
June 2020	Changes to buy/sell spreads 8 June 2020
June 2020	New FirstChoice Employer Super Product disclosure statement (Employer)
June 2020	New FirstChoice Employer Super Product disclosure statement (Member)
June 2020	New FirstChoice Product disclosure statement
June 2020	New Supplementary FirstChoice Wholesale Product disclosure statement
June 2020	Changes to buy/sell spreads 2 June 2020
May 2020	Changes to buy/sell spreads 18 May 2020
May 2020	FistChoice Employer Super – changes to investment options, fees and commissions
May 2020	Changes to buy/sell spreads 4 May 2020
April 2020	FirstChoice Personal Super - changes to fees and commissions
April 2020	FirstChoice Pension - changes to fees and commissions
April 2020	FirstChoice Investments - changes to fees and commissions
April 2020	Rollover & Superannuation Fund - changes to fees and commissions
April 2020	Personal Pension Plan - changes to fees and commissions
April 2020	FirstChoice Wholesale Personal Super - changes to fees and commissions
April 2020	Personal Pension Plan - Coronavirus Economic Response Package
April 2020	Rollover and Super Fund - Coronavirus Economic Response Package
April 2020	New Supplementary Product Disclosure Statements - Changes to buy/sell spreads
April 2020	New Supplementary FirstChoice Employer Super Product disclosure statement (Member)
April 2020	New Supplementary FirstChoice Employer Super Product disclosure statement (Employer)
March 2020	Termination and Closure of Acadian Diversified Alpha
March 2020	Managed investment funds – changes to fees and commissions
March 2020	Temporary increase to the maximum cash allocation for certain Colonial First State share funds
March 2020	FirstRate Saver: Important changes to interest rate
February 2020	Termination of investment options
November 2019	New FirstChoice Employer Super Product disclosure statement (Employer)
November 2019	New FirstChoice Employer Super Product disclosure statement (Member)
November 2019	New FirstChoice Product disclosure statement
November 2019	New FirstChoice Wholesale Product disclosure statement
October 2019	FirstRate Saver: Important changes to interest rate
October 2019	Sale of Count Financial Limited
August 2019	T. Rowe Price Wholesale Australian Equity – Asset Allocation: Product Disclosure Statement Update
August 2019	Rollover and Super Fund - changes to fees and commissions
August 2019	Personal Pension Plan - changes to fees and commissions
August 2019	Managed Investment Funds - changes to fees and commissions
July 2019	Zurich Investments Wholesale Small Companies option – termination
July 2019	Pendal Wholesale Active Balanced – Asset Allocation: Product Disclosure Statement Update
July 2019	Pendal Active Balanced – Asset Allocation: Product Disclosure Statement Update
July 2019	Termination of the Colonial First State Premier CMT and Colonial First State Cash Management Trust
July 2019	FirstRate Saver: Important changes to interest rate
July 2019	New Supplementary FirstChoice Employer Super Product disclosure statement (Employer)
July 2019	New Supplementary FirstChoice Employer Super Product disclosure statement (Member)
July 2019	New Supplementary FirstChoice Product disclosure statement
July 2019	New Supplementary FirstChoice Wholesale Product disclosure statement
June 2019	Rollover and Super Fund – changes to insurance
June 2019	Zurich Wholesale Small Companies option - closed to new investors
June 2019	FirstRate Saver: Important changes to interest rate
June 2019	New FirstChoice Employer Super Product disclosure statement (Employer)
June 2019	New FirstChoice Employer Super Product disclosure statement (Member)
June 2019	New FirstChoice Product disclosure statement
June 2019	New FirstChoice Wholesale Product disclosure statement
January 2019	FirstChoice Pension - new DHS reporting requirements
January 2019	FirstChoice Wholesale Pension - new DHS reporting requirements
January 2019	Personal Pension Plan - new DHS reporting requirements
January 2019	Cash Management Trust - Fees and commissions
January 2019	Managed Investment Fund - Fees and commissions
January 2019	FirstChoice Investments - Fees and commissions
January 2019	FirstChoice Personal Super - Fees and commissions
January 2019	FirstChoice Wholesale Personal Super - Fees and commissions
January 2019	FirstChoice Pension - Fees and commissions
January 2019	Personal Pension Plan - Fees and commissions
January 2019	Rollover and Superannuation Fund - Fees and commissions
January 2019	FirstChoice Employer Super - Fees and commissions
November 2018	Maturing FirstRate (Wholesale) Investment Deposits – 14 December 2018
October 2018	New FirstChoice Wholesale Product disclosure statement
October 2018	New FirstChoice Product disclosure statement
October 2018	New FirstChoice Employer Super Product disclosure statement (Member)
October 2018	New FirstChoice Employer Super Product disclosure statement (Employer)
October 2018	Manager replacement and re-opening – Zurich Investments Global Thematic Share replaced with Baillie Gifford Long Term Global Growth
October 2018	Manager replacement and re-opening – Zurich Investments Wholesale Global Thematic Share replaced with Baillie Gifford Wholesale Long Term Global Growth
May 2018	Zurich Investments Wholesale Small Companies - asset allocation: Product Disclosure Statement Update
May 2018	Related party remuneration - Colonial First State Product Disclosure Statement Update
May 2018	FirstChoice Product disclosure statement
May 2018	FirstChoice Wholesale Product disclosure statement
May 2018	FirstChoice Employer Super Product disclosure statement (Member)
May 2018	FirstChoice Employer Super Product disclosure statement (Employer)
May 2018	Colonial First State Wholesale Diversified - asset allocation: Product Disclosure Statement Update
April 2018	Colonial First State Global Asset Management (Australia) Limited (GFSGAM) Fund changes - update
April 2018	FirstChoice (Wholesale) Investments - Maturing FirstRate (Wholesale) Investment Deposits 28 May 2018
Feb 2018	Colonial First State Global Asset Management (Australia) Limited (CFSGAM) fund changes
Jan 2018	FirstChoice Personal Super and Pension - Regulatory Reform Levy
Jan 2018	FirstChoice Wholesale Personal Super and Pension - Regulatory Reform Levy
Jan 2018	Rollover and Superannuation Fund - Regulatory Reform Levy
Jan 2018	Personal Pension Plan - Regulatory Reform Levy
Jan 2018	FirstChoice Employer Super - Regulatory Reform Levy (Member)
Jan 2018	FirstChoice Employer Super - Regulatory Reform Levy (Employer)
Oct 2017	Changes to Citi Fixed Income Indices
Sep 2017	2016/17 Annual Reports
Sep 2017	FirstChoice product disclosure statement
Sep 2017	FirstChoice Wholesale product disclosure statement
Sep 2017	FirstChoice Employer Super product disclosure statement (Member)
Sep 2017	FirstChoice Employer Super product disclousre statement (Employer)
Jun 2017	Significant Investor Visa solutions from Colonial First State
Jun 2017	Unit price adjustment: PIMCO Global Bond fund
May 2017	New FirstChoice product disclosure statement
May 2017	New FirstChoice Wholesale product disclosure statement
May 2017	New FirstChoice Employer Super product disclosure statement (Member)
May 2017	New FirstChoice Employer Super product disclosure statement (Employer)
Apr 2017	FirstChoice Personal Super - Changes to UBS Tax Effective Income
Apr 2017	FirstChoice Wholesale Personal Super and Pension - Changes to UBS Wholesale Tax Effective Income
Apr 2017	FirstChoice Pension - Changes to UBS Tax Effective Income
Apr 2017	FirstChoice Investments - Changes to UBS Tax Effective Income
Apr 2017	FirstChoice Wholesale Investments - Changes to UBS WholesaleTax Effective Income
Apr 2017	FirstChoice Personal Super and Pension - Changes to UBS Australian Share
Apr 2017	FirstChoice Wholesale Personal Super and Pension - Changes to UBS Wholesale Australian Share
Apr 2017	FirstChoice Investments - Changes to UBS Australian Share
Apr 2017	FirstChoice Wholesale Personal Super and Pension - Changes to UBS Australian Share
Mar 2017	FirstChoice Personal Super and Pension - Maturing FirstRate Investment Deposits - April 2012 series
Mar 2017	FirstChoice Wholesale Personal Super and Pension - Maturing FirstRate Wholesale Investment Deposits - April 2012 series
Mar 2017	FirstChoice Investments - Maturing FirstRate Investment Deposits - April 2012 series
Mar 2017	FirstChoice Wholesale Investments - Maturing FirstRate Wholesale Investment Deposits - April 2012 series
Jan 2017	FirstChoice Personal Super and Pension - Regulatory Reform Levy
Jan 2017	FirstChoice Wholesale Personal Super and Pension - Regulatory Reform Levy
Jan 2017	Rollover and Superannuation Fund - Regulatory Reform Levy
Jan 2017	Personal Pension Plan - Regulatory Reform Levy
Jan 2017	FirstChoice Employer Super - Regulatory Reform Levy (Member)
Jan 2017	FirstChoice Employer Super - Regulatory Reform Levy (Employer)
Jan 2017	Modifications to the constitutions - AMIT
Dec 2016	2015/16 Annual Reports
Dec 2016	New FirstChoice Wholesale Personal Super and Pension Supplementary PDS
Dec 2016	New FirstChoice Wholesale Investments Supplementary PDS
Oct 2016	FirstChoice Personal Super and Pension update - Changes to Goldman Sachs Australian Infrastructure
Oct 2016	FirstChoice Wholesale Personal Super and Pension update - Changes to Goldman Sachs Australian Infrastructure
Oct 2016	FirstChoice Investments update - Changes to Goldman Sachs Australian Infrastructure
Oct 2016	FirstChoice Wholesale Investments update - Changes to Goldman Sachs Australian Infrastructure
Oct 2016	FirstChoice super to pension transfers
Oct 2016	FirstChoice Personal Super and Pension update - Changes to Goldman Sachs Income Plus
Oct 2016	FirstChoice Wholesale Personal Super and Pension update - Changes to Goldman Sachs Income Plus
Oct 2016	FirstChoice Investments update - Changes to Goldman Sachs Income Plus
Oct 2016	FirstChoice Wholesale Investments update - Changes to Goldman Sachs Income Plus
May 2016	New FirstChoice product disclosure statement
May 2016	New FirstChoice Wholesale product disclosure statement
May 2016	Lifetime cap for non-concessional contributions
Apr 2016	Unit pricing correction: Colonial First State Wholesale Global Credit Income Fund and Colonial First State Wholesale Credit Fund
Apr 2016	Personal Pension Plan update - Regulatory Reform Levy - charged
Apr 2016	Rollover and Superannuation update - Regulatory Reform Levy - charged
Mar 2016	Change of name for Goldman Sachs (Wholesale) Global Small Companies option
Jan 2016	Rollover and Superannuation update - Regulatory Reform Levy
Jan 2016	Personal Pension Plan update - Regulatory Reform Levy
Dec 2015	2014/15 Annual Reports
Dec 2015	Termination of the Colonial First State (Wholesale) Global Resources Tactical Fund/option and Colonial First State (Wholesale) Global Soft Commodity Share Fund/option
Sep 2015	FirstChoice Personal Super and Pension
Jul 2015	Changes to Sanlam funds
Jul 2015	Changes to Significant and Premium Investor visa options
Jul 2015	Update on the situation in Greece: post-referendum - 6 July
Jul 2015	Update on the situation in Greece - 30 June
May 2015	New FirstChoice product disclosure statements
Mar 2015	Changes to option benchmarks
Jan 2015	Changes to the Perpetual International and Perpetual Wholesale International options
Sep 2014	Personal Pension Plan update
Sep 2014	Rollover & Superannuation Fund update
Sep 2014	Managed Investment Funds update
Sep 2014	2013/14 Annual Reports
Jul 2014	Update regarding amounts that may be paid to your adviser
Jun 2014	Changes to Colonial First State Wholesale Mezzanine Investments
May 2014	New FirstRate Term Deposits available from 10 June 2014
May 2014	New FirstChoice product disclosure statements
Dec 2013	Changes to Colonial First State Geared Global Share Fund
Dec 2013	Changes to Colonial First State Global Share Fund
Dec 2013	Closure of Celeste Australian Small Companies option
Dec 2013	Changes to the Colonial First State multi-sector funds
Jul 2013	Changes to Colonial First State Wholesale Funds
Jul 2013	Changes to Colonial First State Retail Funds
Jun 2013	New FirstChoice product disclosure statements
Jun 2013	Financial Assistance Levy
May 2013	Standard Risk Measure - Comparing Investment Options
May 2013	Changes to Colonial First State Mezzanine Funds - Class A
Mar 2013	Termination of the BlackRock Asset Allocation Alpha option
Dec 2012	APRA Super Stream Levy
Sep 2012	Changes to BlackRock Australian Share option
Sep 2012	2011/12 Annual Reports
Jul 2012	Changes to Goldman Sachs Income Plus Standard Risk Measure
Apr 2012	Changes to FirstChoice Employer Super

FirstChoice Personal Super - Changes to UBS Tax Effective Income

Rollover and Superannuation Fund - Regulatory Reform Levy

FirstChoice Wholesale Personal Super and Penion - Regulatory Reform

Mortgage and income funds
Terminated mortgage funds and options - August 2016
We commenced winding up the Colonial First State mortgage funds and options referred to below (together the ‘options’) some time ago. Since then, we have made termination payments/transfers when sufficient proceeds have become available from the options’ assets.

One of the options’ underlying mortgage assets suffered a loss and we were involved in a litigation to recover money for that loss. This has been a complicated and lengthy process as we've sought to attain all possible value from the options’ assets. We are pleased to confirm this process is now coming to an end and we expect to make final payments or transfers, as applicable, in the Mortgage Income Funds in August 2016 and the Wholesale Income Fund in September 2016.

Colonial First State Mortgage Income Funds
These Colonial First State Mortgage Income Funds were terminated on 1 March 2010 (the termination date):

Colonial First State Mortgage Income Fund - Entry Fee Option

Colonial First State Mortgage Income Fund - Nil Entry Fee Option

The previous payment to investors in December 2014 brought the total of the payments made to investors throughout the winding up process to 100% of the value of their account balance in each Fund as at the termination date.

Investors should include the amount of the final payment received in August 2016, which represents the final payment from the winding up of the Fund, as part of the ‘Total current year capital gains’ in their 2016/2017 income tax return. This amount will be subject to a CGT discount (up to 50%) depending on an investor’s personal circumstances.

Colonial First State Wholesale Income Fund
The following funds and options were terminated in September 2012.

Investments:

FirstChoice Investments - Colonial First State Income

FirstChoice Wholesale Investments - Colonial First State Income (also known as Colonial First State Wholesale Income Fund)

Super and pension:

FirstChoice Personal Super - Colonial First State Income

FirstChoice Wholesale Personal Super - Colonial First State Income

FirstChoice Pension - Colonial First State Income

FirstChoice Wholesale Pension - Colonial First State Income

FirstChoice Employer Super - Colonial First State Income

The following options were terminated in November 2012.

Super and pension:

Rollover and Superannuation Fund - Income option

Rollover and Superannuation Fund - Income Option Nil Entry Fee

Want more information?
If you would like more information on any of the terminated funds and options, please contact your financial adviser or call us on 13 13 36, Monday to Friday, 8am to 7pm, Sydney time.

FirstChoice Personal Super and Pension

July 2022	Fee increase - FirstRate Saver
June 2022	Fee reductions - FirstRate Saver
May 2022	New FirstChoice Product disclosure statement
May 2022	Important changes to FirstChoice Personal Super
May 2022	Portfolio rebate changes
April 2022	Supplementary FirstChoice Product Disclosure Statements – April 2022
April 2022	Introducing a ‘sustainability’ focus for Stewart Investors (Wholesale) Global Emerging Markets Leaders option
March 2022	Manager Replacement - AMP Capital Global Property Securities
February 2022	Additional Information about S&P Indices for FirstChoice Products
February 2022	New Insurance booklet for FirstChoice Personal Super
December 2021	New FirstChoice Personal Super and Pension Product disclosure statement
December 2021	Regulatory Guide 97 – Updates to our Product Disclosure Statements and statements
June 2021	New Supplementary FirstChoice Product disclosure statement
June 2021	Manager replacement - Ironbark Karara Australian Share
May 2021	New Responsible Entity for some First Sentier Funds
May 2021	Changes to FirstRate Saver in FirstChoice super and pension products
April 2021	New Supplementary FirstChoice Product disclosure statement
March 2021	Ironbark Karara Wholesale Australian Share update
February 2021	Indirect cost ratio estimates as of January 2021
November 2020	New FirstChoice Personal Super and Pension Product disclosure statement
October 2020	Index Series Options Investment Option Menu asset classes Correction
October 2020	Termination of investment options on FirstChoice
June 2020	New FirstChoice Product disclosure statement
April 2020	FirstChoice Personal Super - changes to fees and commissions
April 2020	FirstChoice Pension - changes to fees and commissions
April 2020	Personal Pension Plan - changes to fees and commissions
April 2020	Coronavirus Economic Response Package
February 2020	Termination of investment options
November 2019	New FirstChoice Personal Super and Pension Product disclosure statements
October 2019	Sale of Count Financial Limited
August 2019	T. Rowe Price Wholesale Australian Equity – Asset Allocation: Product Disclosure Statement Update
July 2019	Pendal Wholesale Active Balanced – Asset Allocation: Product Disclosure Statement Update
July 2019	New Supplementary FirstChoice Personal Super and Pension product disclosure statements
June 2019	New FirstChoice Personal Super and Pension product disclosure statements
January 2019	FirstChoice Pension - new DHS reporting requirements
January 2019	FirstChoice Personal Super - Fees and commissions
January 2019	FirstChoice Pension - Fees and commissions
November 2018	Maturing FirstRate Investment Deposits – 14 December 2018
October 2018	T.Rowe Price Australian Equity - asset allocation
October 2018	New FirstChoice Personal Super and Pension product disclosure statements
October 2018	Manager replacement and re-opening – Zurich Investments Global Thematic Share replaced with Baillie Gifford Long Term Global Growth
June 2018	First Choice Wholesale Pension/First Choice Pension
June 2018	Personal Pension Plan
May 2018	Related party remuneration - Colonial First State Product Disclosure Statement Update
May 2018	FirstChoice Personal Super and Pension product disclosure statements
Jan 2018	Regulatory Reform Levy
Sep 2017	FirstChoice Personal Super and Pension product disclosure statements
Aug 2017	Estate planning update: Important changes to reversionary beneficiary rules on Transition-to Retirement (TTR) pensions
Jul 2017	FirstChoice Pension - Important changes to your fees
Jul 2017	FirstChoice Personal Super - Important changes to your fees
Jun 2017	New Transfer Balance Cap From 1 July 2017
Jun 2017	Earnings tax on transition-to-retirement income streams
May 2017	FirstChoice Personal Super and Pension product disclosure statements
Apr 2017	FirstChoice Personal Super Changes to UBS Tax Effective Income
Apr 2017	FirstChoice Pension Changes to UBS Tax Effective Income
Apr 2017	Changes to UBS Australian Share
Mar 2017	Maturing FirstRate Investment Deposits - April 2012 series
Jan 2017	Regulatory Reform Levy
Dec 2016	2015/16 Annual Reports
Oct 2016	Changes to Goldman Sachs Australian Infrastructure option
Oct 2016	FirstChoice super to pension transfers
Oct 2016	Changes to Goldman Sachs Income Plus
May 2016	Lifetime cap for non-concessional contributions
May 2016	FirstChoice Personal Super and Pension product disclosure statement
Apr 2016	CGT refunds on FirstChoice super to pension transfers
Apr 2016	FirstChoice Personal Super and Pension will be closing from 3pm, 13 May 2016
Apr 2016	Regulatory Reform Levy - charged
Mar 2016	Change of name for Goldman Sachs (Wholesale) Global Small Companies option
Jan 2016	Regulatory Reform Levy
Dec 2015	2014/15 Annual Reports
Sep 2015	FirstChoice Personal Super and Pension
Jul 2015	Correction to benchmark in PDS
May 2015	FirstChoice Personal Super and Pension product disclosure statement
Jan 2015	Changes to the Perpetual International and Perpetual Wholesale International options
Sep 2014	2013/14 Annual Reports
May 2014	New FirstChoice Personal Super and Pension product disclosure statement
Dec 2013	Changes to Colonial First State Geared Global Share Fund
Dec 2013	Changes to Colonial First State Global Share Fund
Dec 2013	Closure of Celeste Australian Small Companies option
Dec 2013	Changes to the Colonial First State multi-sector funds
Jul 2013	Changes to Colonial First State Wholesale Funds
Jul 2013	Changes to Colonial First State Retail Funds
Jun 2013	New FirstChoice product disclosure statements
Jun 2013	Financial Assistance Levy
May 2013	Standard Risk Measure - Comparing Investment Options
Mar 2013	Termination of the BlackRock Asset Allocation Alpha option
Dec 2012	APRA Super Stream Levy
Sep 2012	Changes to BlackRock Australian Share option
Sep 2012	2011/12 Annual Reports
Jul 2012	Changes to Goldman Sachs Income Plus Standard Risk Measure

Regulatory Reform Levy

FirstChoice Wholesale Personal Super and Pension

July 2022	Fee increase - FirstRate Saver
June 2022	Updated FirstChoice Wholesale product disclosure statement
June 2022	Fee reductions - FirstRate Saver
May 2022	New FirstChoice Wholesale product disclosure statement
May 2022	Portfolio rebate changes
April 2022	Supplementary FirstChoice Product Disclosure Statements – April 2022
April 2022	Introducing a ‘sustainability’ focus for Stewart Investors (Wholesale) Global Emerging Markets Leaders option
March 2022	Manager Replacement - AMP Capital Global Property Securities
February 2022	Additional Information about S&P Indices for FirstChoice Products
February 2022	New Insurance booklet for FirstChoice Wholesale Personal Super
December 2021	New FirstChoice Wholesale Personal Super and Pension product disclosure statement
December 2021	Updates to buy/sell spreads 13 December 2021
December 2021	Regulatory Guide 97 – Updates to our Product Disclosure Statements and statements
June 2021	New Supplementary FirstChoice Wholesale Product disclosure statement
June 2021	Manager replacement - Ironbark Karara Australian Share
May 2021	New Responsible Entity for some First Sentier Funds
May 2021	Changes to FirstRate Saver in FirstChoice super and pension products
April 2021	New Supplementary FirstChoice Wholesale Product disclosure statement
March 2021	Ironbark Karara Wholesale Australian Share update
February 2021	Indirect cost ratio estimates as of January 2021
November 2020	New FirstChoice Wholesale Personal Super and Pension product disclosure statement
October 2020	Index Series Options Investment Option Menu asset classes Correction
October 2020	Termination of investment options on FirstChoice
July 2020	Changes to buy/sell spreads 6 July 2020
June 2020	Changes to buy/sell spreads 24 June 2020
June 2020	Changes to buy/sell spreads 8 June 2020
June 2020	New Supplementary FirstChoice Wholesale Product disclosure statement
June 2020	Changes to buy/sell spreads 2 June 2020
May 2020	Changes to buy/sell spreads 18 May 2020
April 2020	FirstChoice Wholesale Personal Super - changes to fees and commissions
April 2020	Coronavirus Economic Response Package
April 2020	New FirstChoice Supplementary Product Disclosure Statements - Changes to buy/sell spreads
March 2020	Termination and Closure of Acadian Diversified Alpha
February 2020	Termination of investment options
November 2019	FirstChoice Wholesale Personal Super and Pension Product disclosure statement
October 2019	Sale of Count Financial Limited
August 2019	T. Rowe Price Wholesale Australian Equity – Asset Allocation: Product Disclosure Statement Update
July 2019	Zurich Investments Wholesale Small Companies option – termination
July 2019	Pendal Wholesale Active Balanced – Asset Allocation: Product Disclosure Statement Update
July 2019	New Supplementary FirstChoice Wholesale Personal Super and Pension product disclosure statement
June 2019	Zurich Wholesale Small Companies option - closed to new investors
June 2019	New FirstChoice Wholesale Personal Super and Pension product disclosure statement
May 2019	Transfers between FirstChoice Super and Pension Products
January 2019	FirstChoice Wholesale Pension - new DHS reporting requirements
January 2019	FirstChoice Wholesale Personal Super - Fees and commissions
November 2018	Maturing FirstRate Wholesale Investment Deposits – 14 December 2018
October 2018	T.Rowe Price Australian Equity - asset allocation
October 2018	New FirstChoice Wholesale Personal Super and Pension product disclosure statement
October 2018	Manager replacement and re-opening – Zurich Investments Wholesale Global Thematic Share replaced with Baillie Gifford Wholesale Long Term Global Growth
June 2018	FirstChoice Wholesale Pension and FirstChoice Pension
May 2018	Zurich Investments Wholesale Small Companies - asset allocation: Product Disclosure Statement Update
May 2018	Colonial First State Wholesale Diversified - asset allocation: Product Disclosure Statement Update
May 2018	FirstChoice Wholesale Personal Super and Pension product disclosure statement
Jan 2018	Regulatory Reform Levy
Sep 2017	FirstChoice Wholesale Personal Super and Pension product disclosure statement
Aug 2017	Estate planning update: Important changes to reversionary beneficiary rules on Transition-to Retirement (TTR) pensions
Jul 2017	FirstChoice Wholesale Pension - Important changes to your fees
Jul 2017	FirstChoice Wholesale Personal Super - Important changes to your fees
Jun 2017	New Transfer Balance Cap From 1 July 2017
Jun 2017	Earnings tax on transition-to-retirement income streams
May 2017	FirstChoice Wholesale Personal Super and Pension product disclosure statement
Apr 2017	Changes to UBS Wholesale Tax Effective Income
Apr 2017	Changes to UBS Wholesale Australian Share
Mar 2017	Maturing FirstRate Wholesale Investment Deposits - April 2012 series
Jan 2017	Regulatory Reform Levy
Dec 2016	2015/16 Annual Reports
Dec 2016	Supplementary Product Disclosure Statement (PDS)
Oct 2016	Changes to Goldman Sachs Wholesale Australian Infrastructure
Oct 2016	Changes to Goldman Sachs Wholesale Income Plus
May 2016	Lifetime cap for non-concessional contributions
May 2016	FirstChoice Personal Super and Pension product disclosure statement
Apr 2016	CGT refunds on FirstChoice super to pension transfers
Apr 2016	Regulatory Reform Levy - charged
Mar 2016	Change of name for Goldman Sachs Wholesale Global Small Companies option
Jan 2016	Regulatory Reform Levy
Dec 2015	2014/15 Annual Reports
Jul 2015	Correction to benchmark in PDS
May 2015	FirstChoice Personal Super and Pension product disclosure statement
Jan 2015	Changes to the Perpetual International and Perpetual Wholesale International options
Sep 2014	2013/14 Annual Reports
May 2014	FirstChoice Personal Super and Pension product disclosure statement
Dec 2013	Changes to Colonial First State Geared Global Share Fund
Dec 2013	Changes to Colonial First State Global Share Fund
Dec 2013	Closure of Celeste Australian Small Companies option
Dec 2013	Changes to the Colonial First State multi-sector funds
Jun 2013	FirstChoice product disclosure statements
Jun 2013	Financial Assistance Levy
May 2013	Standard Risk Measure - Comparing Investment Options
Mar 2013	Termination of the BlackRock Asset Allocation Alpha option
Dec 2012	APRA Super Stream Levy
Sep 2012	Changes to BlackRock Australian Share option
Sep 2012	2011/12 Annual Reports
Jul 2012	Changes to Goldman Sachs Income Plus Standard Risk Measure

FirstChoice Investments

May 2022	New FirstChoice Investments Product disclosure statement
May 2022	Portfolio rebate changes
April 2022	Supplementary FirstChoice Product Disclosure Statements – April 2022
April 2022	Introducing a ‘sustainability’ focus for Stewart Investors (Wholesale) Global Emerging Markets Leaders option
March 2022	Manager Replacement - AMP Capital Global Property Securities
February 2022	Additional Information about S&P Indices for FirstChoice Products
December 2021	New FirstChoice Investments Product disclosure statement
December 2021	Regulatory Guide 97 – Updates to our Product Disclosure Statements and statements
August 2021	Closure of FirstRate Term Deposits and FirstRate Saver investment options in FirstChoice Investments
June 2021	New Supplementary FirstChoice Product disclosure statement
June 2021	Manager replacement - Ironbark Karara Australian Share
May 2021	New Responsible Entity for some First Sentier Funds
April 2021	Closure of FirstRate Term Deposits investment option in FirstChoice Investments
March 2021	Ironbark Karara Wholesale Australian Share update
February 2021	Indirect cost ratio estimates as of January 2021
November 2020	New FirstChoice Investments Product disclosure statement
October 2020	Index Series Options Investment Option Menu asset classes Correction
October 2020	Termination of investment options on FirstChoice
June 2020	New FirstChoice Product disclosure statement
April 2020	FirstChoice Investments - changes to fees and commissions
February 2020	Termination of investment options
November 2019	New FirstChoice Investments Product disclosure statement
October 2019	Sale of Count Financial Limited
August 2019	T. Rowe Price Wholesale Australian Equity - Asset Allocation: Product Disclosure Statement Update
July 2019	Pendal Wholesale Active Balanced – Asset Allocation: Product Disclosure Statement Update
June 2019	Zurich Wholesale Small Companies option - closed to new investors
June 2019	New FirstChoice Investments product disclosure statement
April 2019	Termination of Small Funds
January 2019	FirstChoice Investments - Fees and commissions
November 2018	Maturing FirstRate Investment Deposits – 14 December 2018
October 2018	T.Rowe Price Australian Equity - asset allocation
October 2018	New FirstChoice Investments product disclosure statement
October 2018	Manager replacement and re-opening – Zurich Investments Global Thematic Share replaced with Baillie Gifford Long Term Global Growth
May 2018	FirstChoice Investments product disclosure statement
April 2018	Termination of Sanlam Managed Risk Multi-Index High Growth
Apr 2018	Maturing FirstRate Investment Deposits - 28 May 2018
Oct 2017	Timing of final statement when exiting from managed investment scheme
Sep 2017	2016/17 Annual Reports
Sep 2017	FirstChoice Investments product disclosure statement
Jul 2017	Important changes to your fees
May 2017	FirstChoice Investments product disclosure statement
Apr 2017	Changes to UBS Tax Effective Income
Apr 2017	Changes to UBS Australian Share
Mar 2017	Maturing FirstRate Investment Deposits - April 2012 series
Dec 2016	2015/16 Annual Reports
Oct 2016	Changes to Goldman Sachs Australian Infrastructure
Oct 2016	Changes to Goldman Sachs Income Plus
May 2016	FirstChoice Investments product disclosure statement
Apr 2016	FirstChoice Investments will be closing from 3pm, 13 May 2016
Mar 2016	Change of name for Goldman Sachs (Wholesale) Global Small Companies option
Dec 2015	2014/15 Annual Reports
Jul 2015	Correction to benchmark in PDS
May 2015	FirstChoice Investments product disclosure statement
Jan 2015	Changes to the Perpetual International and Perpetual Wholesale International options
Sep 2014	2013/14 Annual Reports
May 2014	FirstChoice Investments product disclosure statement
Dec 2013	Changes to Colonial First State Geared Global Share Fund
Dec 2013	Changes to Colonial First State Global Share Fund
Dec 2013	Closure of Celeste Australian Small Companies option
Dec 2013	Changes to the Colonial First State multi-sector funds
Jun 2013	FirstChoice product disclosure statements
Mar 2013	Termination of the BlackRock Asset Allocation Alpha option
Sep 2012	Changes to BlackRock Australian Share option
Sep 2012	2011/12 Annual Reports

FirstChoice Wholesale Investments

May 2022	New FirstChoice Wholesale Investments Product disclosure statement
May 2022	Portfolio rebate changes
April 2022	Supplementary FirstChoice Product Disclosure Statements – April 2022
April 2022	Introducing a ‘sustainability’ focus for Stewart Investors (Wholesale) Global Emerging Markets Leaders option
March 2022	Manager Replacement - AMP Capital Global Property Securities
February 2022	Additional Information about S&P Indices for FirstChoice Products
December 2021	New FirstChoice Wholesale Investments Product disclosure statement
December 2021	Regulatory Guide 97 – Updates to our Product Disclosure Statements and statements
August 2021	Closure of FirstRate Term Deposits and FirstRate Saver investment options in FirstChoice Investments
June 2021	New Supplementary FirstChoice Wholesale Product disclosure statement
June 2021	Manager replacement - Ironbark Karara Australian Share
May 2021	New Responsible Entity for some First Sentier Funds
April 2021	Closure of FirstRate Term Deposits investment option in FirstChoice Investments
March 2021	Ironbark Karara Wholesale Australian Share update
February 2021	Indirect cost ratio estimates as of January 2021
November 2020	New FirstChoice Wholesale Investments Product disclosure statement
October 2020	Index Series Options Investment Option Menu asset classes Correction
October 2020	Termination of investment options on FirstChoice
July 2020	Changes to buy/sell spreads 6 July 2020
June 2020	Changes to buy/sell spreads 24 June 2020
June 2020	Changes to buy/sell spreads 8 June 2020
June 2020	New Supplementary FirstChoice Wholesale Product disclosure statement
June 2020	Changes to buy/sell spreads 2 June 2020
May 2020	Changes to buy/sell spreads 18 May 2020
May 2020	Changes to buy/sell spreads 4 May 2020
April 2020	New FirstChoice Supplementary Product Disclosure Statements - Changes to buy/sell spreads
March 2020	Termination and Closure of Acadian Diversified Alpha
February 2020	Termination of investment options
November 2019	New FirstChoice Wholesale Investments Product disclosure statement
October 2019	Sale of Count Financial Limited
August 2019	T. Rowe Price Wholesale Australia Equity - Asset Allocation: Product Disclosure Statement Update
July 2019	Zurich Investments Wholesale Small Companies option – termination
July 2019	Pendal Wholesale Active Balanced – Asset Allocation: Product Disclosure Statement Update
June 2019	Zurich Wholesale Small Companies option - Closed to new investors
June 2019	New FirstChoice Wholesale Investments product disclosure statement
November 2018	Maturing FirstRate Wholesale Investment Deposits – 14 December 2018
October 2018	T.Rowe Price Australian Equity - asset allocation
October 2018	New FirstChoice Wholesale Investments product disclosure statement
October 2018	Manager replacement and re-opening – Zurich Investments Wholesale Global Thematic Share replaced with Baillie Gifford Wholesale Long Term Global Growth
May 2018	Zurich Investments Wholesale Small Companies - asset allocation: Product Disclosure Statement Update
May 2018	FirstChoice Wholesale Investments product disclosure statement
May 2018	Colonial First State Wholesale Diversified - asset allocation: Product Disclosure Statement Update
Apr 2018	Maturing FirstRate Wholesale Investment Deposits - 28 May 2018
Oct 2017	Timing of final statement when exiting from managed investment scheme
Sep 2017	2016/17 Annual Reports
Sep 2017	FirstChoice Wholesale Investments product disclosure statement
Jun 2017	Significant Investor Visa solutions from Colonial First State
May 2017	FirstChoice Wholesale Investments product disclosure statement
Apr 2017	Changes to UBS Wholesale Tax Effective Income
Apr 2017	Changes to UBS Wholesale Australian Share
Mar 2017	Maturing FirstRate Wholesale Investment Deposits - April 2012 series
Dec 2016	2015/16 Annual Reports
Dec 2016	Supplementary Product Disclosure Statement (PDS)
Oct 2016	Changes to Goldman Sachs Wholesale Australian Infrastructure
Oct 2016	Changes to Goldman Sachs Wholesale Income Plus
May 2016	FirstChoice Wholesale Investments product disclosure statement
Apr 2016	Unit pricing correction: Colonial First State Wholesale Global Credit Income Fund and Colonial First State Wholesale Credit Fund
Mar 2016	Change of name for Goldman Sachs (Wholesale) Global Small Companies option
Dec 2015	2014/15 Annual Reports
Jul 2015	Correction to benchmark in PDS
May 2015	FirstChoice Wholesale Investments product disclosure statement
Jan 2015	Changes to the Perpetual International and Perpetual Wholesale International options
Sep 2014	2013/14 Annual Reports
May 2014	FirstChoice Wholesale Investments product disclosure statement
Dec 2013	Changes to Colonial First State Geared Global Share Fund
Dec 2013	Changes to Colonial First State Global Share Fund
Dec 2013	Closure of Celeste Australian Small Companies option
Dec 2013	Changes to the Colonial First State multi-sector funds
Jun 2013	FirstChoice product disclosure statements
Mar 2013	Termination of the BlackRock Asset Allocation Alpha option
Sep 2012	Changes to BlackRock Australian Share option
Sep 2012	2011/12 Annual Reports

FirstChoice Employer (for employers)

July 2022	Fee increase - FirstRate Saver
June 2022	FCES Retrospective fee waiver
June 2022	Extension of temporary waiver of administration fees
June 2022	Fee reductions - FirstRate Saver
May 2022	New FirstChoice Employer Super Product disclosure statement
May 2022	Portfolio rebate changes
February 2022	Additional Information about S&P Indices for FirstChoice Products
February 2022	New Insurance booklet for FirstChoice Employer Super (Employer)
December 2021	New FirstChoice Employer Super Product disclosure statement
December 2021	Regulatory Guide 97 – Updates to our Product Disclosure Statements and statements
December 2021	Temporary fee reductions for FirstChoice Employer Super
September 2021	New Supplementary FirstChoice Employer Super Product disclosure statement (Employer)
July 2021	Changes to the way you contribute for new employees
June 2021	New Supplementary FirstChoice Employer Super Product disclosure statement (Employer)
May 2021	New Responsible Entity for some First Sentier Funds
May 2021	Changes to FirstRate Saver in FirstChoice super and pension products
April 2021	New Supplementary FirstChoice Employer Super Product disclosure statement (Employer)
February 2021	Indirect cost ratio estimates as of January 2021
November 2020	New FirstChoice Employer Super Product disclosure statement
August 2020	FirstChoice Employer Super Investment Options Menu and Insurance Booklet
June 2020	New FirstChoice Employer Super Product disclosure statement
May 2020	Changes to investment options, fees and commissions
April 2020	Coronavirus Economic Response Package
April 2020	New FirstChoice Supplementary Product Disclosure Statements - Changes to buy/sell spreads
April 2020	New Supplementary FirstChoice Employer Super product disclosure statement
November 2019	New FirstChoice Employer Super Product disclosure statement
October 2019	Sale of Count Financial Limited
July 2019	Pendal Active Balanced – Asset Allocation: Product Disclosure Statement Update
July 2019	New Supplementary FirstChoice Employer Super product disclosure statement
June 2019	New FirstChoice Employer Super product disclosure statement
October 2018	New FirstChoice Employer Super product disclosure statement
May 2018	Related party remuneration - Colonial First State Product Disclosure Statement Update
May 2018	FirstChoice Employer Super product disclosure statement
Jan 2018	Regulatory Reform Levy
Sep 2017	FirstChoice Employer Super product disclosure statement
Aug 2017	Important changes - Cost recovery fee
Aug 2017	Important changes - Custody fee
Jun 2017	Changes to death benefits
May 2017	FirstChoice Employer Super product disclosure statement
Jan 2017	Regulatory Reform Levy
Dec 2016	2015/16 Annual Reports
May 2016	FirstChoice Employer Super product disclosure statement
May 2016	Lifetime cap for non-concessional contributions
May 2014	FirstChoice Employer Super product disclosure statements
Dec 2013	Changes to Colonial First State Geared Global Share Fund
Dec 2013	Changes to Colonial First State Global Share Fund
Dec 2013	Changes to the Colonial First State multi-sector funds
Jun 2013	FirstChoice product disclosure statements
Jun 2013	Financial Assistance Levy
May 2013	Standard Risk Measure - Comparing Investment Options
Dec 2012	APRA Super Stream Levy
Sep 2012	2011/12 Annual Reports
Apr 2012	Changes to FirstChoice Employer Super

FirstChoice Employer (for members)

July 2022	Fee increase - FirstRate Saver
June 2022	FCES Retrospective fee waiver
June 2022	Extension of temporary waiver of administration fees
June 2022	Fee reductions - FirstRate Saver
May 2022	New FirstChoice Employer Super Product disclosure statement
May 2022	Portfolio rebate changes
February 2022	Additional Information about S&P Indices for FirstChoice Products
February 2022	New Insurance booklet for FirstChoice Employer Super (Member)
December 2021	New FirstChoice Employer Super Product disclosure statement
December 2021	Regulatory Guide 97 – Updates to our Product Disclosure Statements and statements
December 2021	Temporary fee reductions for FirstChoice Employer Super
September 2021	New Supplementary FirstChoice Employer Super Product disclosure statement (Member)
July 2021	Changes to default super arrangements when you move jobs
June 2021	New Supplementary FirstChoice Employer Super Product disclosure statement (Member)
May 2021	New Responsible Entity for some First Sentier Funds
May 2021	Changes to FirstRate Saver in FirstChoice super and pension products
April 2021	New Supplementary FirstChoice Employer Super Product disclosure statement (Member)
February 2021	Indirect cost ratio estimates as of January 2021
November 2020	New FirstChoice Employer Super Product disclosure statement
August 2020	FirstChoice Employer Super Investment Options Menu and Insurance Booklet
June 2020	Changes to buy/sell spreads 24 June 2020
June 2020	New FirstChoice Employer Super Product disclosure statement (Member)
May 2020	Changes to investment options, fees and commissions
April 2020	Coronavirus Economic Response Package
April 2020	New FirstChoice Supplementary Product Disclosure Statements - Changes to buy/sell spreads
April 2020	New Supplementary FirstChoice Employer Super product disclosure statement
November 2019	New FirstChoice Employer Super Product disclosure statement
October 2019	Sale of Count Financial Limited
July 2019	Pendal Active Balanced – Asset Allocation: Product Disclosure Statement Update
July 2019	New Supplementary FirstChoice Employer Super product disclosure statement
June 2019	New FirstChoice Employer Super product disclosure statement
January 2019	FirstChoice Employer Super - Fees and commissions
October 2018	New FirstChoice Employer Super product disclosure statement
May 2018	Related party remuneration - Colonial First State Product Disclosure Statement Update
May 2018	FirstChoice Employer Super product disclosure statement
Jan 2018	Regulatory Reform Levy
Sep 2017	FirstChoice Employer Super product disclosure statement
Aug 2017	Important changes - Cost recovery fee
Aug 2017	Important changes - Custody fee
Jun 2017	Changes to death benefits
May 2017	FirstChoice Employer Super product disclosure statement
Jan 2017	Regulatory Reform Levy
Dec 2016	2015/16 Annual Reports
May 2016	FirstChoice Employer Super product disclosure statement
May 2016	Lifetime cap for non-concessional contributions
May 2014	FirstChoice Employer Super product disclosure statements
Dec 2013	Changes to Colonial First State Geared Global Share Fund
Dec 2013	Changes to Colonial First State Global Share Fund
Dec 2013	Changes to the Colonial First State multi-sector funds
Jun 2013	FirstChoice product disclosure statements
Jun 2013	Financial Assistance Levy
May 2013	Standard Risk Measure - Comparing Investment Options
Dec 2012	APRA Super Stream Levy
Sep 2012	2011/12 Annual Reports
Apr 2012	Changes to FirstChoice Employer Super

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Terminated mortgage funds and options - August 2016