Sign up for updates

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.

Troubleshooting PDS downloads

Product disclosure statements from the 2020 DIRECTINVEST website will open in a pop-up window. Click here for help allowing pop-up windows on this website.


Disclaimers and other important information


Australian shares
International shares
Fixed income


Investment products

Managed Funds
Managed Accounts
Superannuation Funds
Wrap Accounts
Insurance Bonds


St George Margin Lending
BT Margin Lending
Investment Bond
Sophisticated Investor Opportunities
Self Managed Super Funds

Fund managers

Colonial First State
Perpetual Wealthfocus
BT Investment Funds
MLC Masterkey
Spectrum Super

Australian Fund Managers

Investor Education

Managed investments
Separately managed accounts
Wrap accounts


© 2020 DIRECTINVEST 2019   |  A member of Mason Stevens Group |  ABN 89 069 774 456 

Corporate Authorised Representative AR No 336649  | Financial Services Guide