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Personal Pension Plan update

Regulatory Reform Levy

Over recent years, we’ve been investing in our systems and processes to support sound regulatory reform designed to build a stronger super and pension system for all Australians. Super and pension funds have invested significantly in updating their systems and processes to support this reform. We’re partially recovering some of these costs through a Regulatory Reform Levy. We will continue to carefully evaluate our regulatory reform implementation costs each year.

How the levy works

We’ll be charging a Levy of up to 0.20% on account balances of $5,000 or more (capped at a maximum of $40). When applied, you will see the Levy in your June 2016 statement under the category ‘Admin Fee – Regulatory Reform Levy’.

Please note, that if you transferred money from a Colonial First State super or pension account that was opened before 1 January 2016 into a new super or pension account after 1 January 2016, you will be charged the Levy.

Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) 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. You should read the relevant Product Disclosure Statement (PDS) carefully and assess whether the information is appropriate for you and consider talking to a financial adviser before making an investment decision. A PDS for Colonial First State’s products are available at or by calling us on 13 13 36.