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Colonial First State FirstChoice Pension

Fund Category Miscellaneous
Minimum Initial Investment $20,000
Expected Close Date Ongoing



Other Colonial First State FirstChoice Options
Colonial First State FirstChoice Investment
Colonial First State FirstChoice Super

 

 

Colonial First State FirstChoice Pension provides you with a regular income from your super benefits whilst making investing easy by providing you with access to a wide range of investment options all through one account.

FirstChoice Pension provides the following pensions:
  • An account-based pension: designed to provide you with an income stream most commonly starting at retirement
  • A pre-retirement pension: transition to retirement pension has the same rules as an allocated pension, except that it is designed to supplement your income in the later years of your working life, before retirement

Depending on your circumstances, converting your superannuation into a FirstChoice Pension can be very tax-effective. Investment earnings in FirstChoice Pension are tax free which can help investors maximise their pension income. For investors aged 60 and over, retirement income is also tax free.

Key Benefits:

  • Value - Colonial First State is a leader in providing value for money with a clear fee structure.
  • Service - the commitment of Colonial First States is to offer a first class service, providing investors with a pension that makes it as simple and convenient as possible to track investments and to communicate with Colonial First State.
  • Choice - investment performance is a key focus for Colonial First State, who provide investors with the choice of more than 100 investment options offered by well-known investment managers.

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