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Portfolio rebate changes

The following information should be read in conjunction with the FirstChoice Wholesale Investments Product Disclosure Statement (PDS), FirstChoice Wholesale Personal Super and Pension PDS, FirstChoice Investments PDS, FirstChoice Personal Super and Pension PDS, FirstChoice Employer Super – Employer PDS and FirstChoice Employer Super – Member PDS. 

Portfolio rebate changes

From March 2022, portfolio rebate calculations will be based on the combined balance of investments across the following products:

  • FirstChoice Wholesale Investments 
  • FirstChoice Wholesale Personal Super  
  • FirstChoice Wholesale Pension 
  • FirstChoice Investments 
  • FirstChoice Personal Super 
  • FirstChoice Pension 
  • FirstChoice Employer Super
     

Although investments in FirstChoice Employer Super, First Sentier Strategic Cash and FirstRate investment options in FirstChoice products count towards rebate eligibility, no rebate is payable on amounts invested in those options. Please refer to the relevant Product Disclosure Statement for details.

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, 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.