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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.

100% entry fee rebate
Invest via 2020 DIRECTINVEST for 100% entry fee rebate on Colonial First State FirstChoice. Download the product disclosure statement which is coded for nil entry fees on your initial, regular and additional contributions.

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.

Are you an existing Colonial First State investor?
If you have an existing Colonial First State investment, nominate 2020 DIRECTINVEST as your investment broker and we will request that Colonial First State code your account for a 100% rebate of entry fees on all future investments, contributions and regular savings plans.  Download our one page fund broker nomination form.

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2020 DIRECTINVEST will rebate 100% of the 4% entry fee on investments in the Colonial First State FirstChoice platform as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.60% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.

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