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Firstchoice wholesale personal super fees

WebCFS-FC Wsale Pers - FirstChoice Wsale Global Share Hedged VS Median. -8.36%. 4.23%. 3.44%. Investment Option. Flat Fee. Percentage Based Fee. Fee Based on 50k. … WebApr 4, 2024 · The current entry price of the Colonial FirstChoice Wholesale Personal Super - FirstChoice Wholesale Balanced managed fund is $2.4728 per unit and the …

Colonial FirstChoice Wholesale Personal Super - Eureka …

WebIf you have made personal super contributions during this financial year or the previous financial year, and have not ... (Colonial First State) is the issuer of interests in FirstChoice Employer Super from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. Product Disclosure Statements (PDS) are available from our ... WebWe have increased the fees of the FirstRate Saver investment options by 0.12% pa from 7 September 2024 as follows: Products. Investment option. Previous Total administration cost (pa) New Total administration cost (pa) FirstChoice Wholesale Personal Super. FirstRate Wholesale Saver. copse hill wimbledon postcode https://charltonteam.com

CONSENT FORMS GUIDE PDF AND PAPER - CFS

WebApr 4, 2024 · The current entry price of the Colonial FirstChoice Wholesale Personal Super - Colonial Wholesale Index High Growth managed fund is $1.2256 per unit and … WebFrom 1 October 2024, the cost recovery amount will increase to 0.03%p.a. This means that we’ll be charging an additional 0.01% of your account balance per year to manage your investment. The increase will be annualised on a transitional basis in the 2024 financial year. This change will be reflected as an increase in the investment fee and ... WebManage personal super; Grow your super; Access your super; ... is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. ... is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale ... famous pacific rotterdam

Colonial First State Superannuation: Review & Compare Canstar

Category:FirstRate Cash and Saver return rates - CFS

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Firstchoice wholesale personal super fees

FIRSTCHOICE EMPLOYER SUPER WITHDRAWAL FORM

http://www.colonialfirststate.com.au/eprospectus/comsec/FCW_ComSec_PerSuper_FS1493.pdf WebThe total fees and costs that members pay vary, depending on the investment options chosen. We found that more than 45% of FCP members are paying total fees which are ‘at median or cheaper’. We also compared the investment fees and costs on …

Firstchoice wholesale personal super fees

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WebThe total fees and costs that members pay vary, depending on the investment options chosen. We found that more than 55% of FCWPS members are paying total fees which are ‘at median or cheaper’. We also compared the investment fees and costs on … WebFees and costs We assessed whether the fees and costs paid by FCES members (administration fees, and investment fees & costs) are competitive. In doing so, we used segmented member data to evaluate the fee and cost …

http://www.colonialfirststate.com.au/Price_performance/HistoricalUnitPrices.aspx?MainGroup=IF&GroupID=91&ProductID=53&Public=1&FundTransfer=false WebFirstChoice Wholesale Personal Super is designed to help your clients achieve their super and retirement goals by providing them with access to over 170 investment …

WebExample of annual fees and costs Balance of $50,000 in FirstChoice Wholesale Enhanced Index Balanced option Administration fees and costs These pay for the general administration or operation of the fund. 0.20% p.a. You’ll be charged $100 per year. … WebTypes of super. Personal super; Employer super; SMSF; MySuper dashboard; Insurance and super. What’s the right cover for you? Learn more about insurance and super; …

WebApr 4, 2024 · Colonial FirstChoice Wholesale Personal Super - FirstChoice Wholesale Balanced 0.55 % p.a. InvestSMART Growth 1.44 % p.a. Average of peers (978) NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees.

WebFirstRate Saver - FirstChoice Wholesale Personal Super: 3.6500% * 0.4900%: History: FirstRate Saver - FirstChoice Wholesale Pension: 3.6500%: 0.4900%: History: The administration fee is calculated based on your daily balance and will be deducted before net returns are paid to your account. All returns are net of fees and costs but before taxes. copse house pound lane burleyWeb1 FirstChoice Wholesale Personal Super PDS dated 21 November 2024. Admin fee based on 0.20% pa investment options except for FirstRate options: FirstRate Wholesale Saver, FirstRate Cash Non-Auto-rebalancing and FirstRate Wholesale Term Deposit investment options. ... * Source: Chart constructed based on the data from Chant West’s … c ops elite opsWebFund documents. Colonial First State FirstChoice Superannuation Trust. Trust Deed & Governing Rules. • Working copy of the Trust deed. • April 2024 Amendment. • Annual Member Meeting. FirstChoice Employer Super. • Annual Report 2024. • Register of Significant Event Notifications. famous pacific islander singersWebInvestment fee: 0.53% p.a. Administration fee: 0.20% p.a. Indirect cost ratio: 0.06% p.a. Bear in mind that these fees may vary depending on the product and investment option … famous pacific islander womenWebAs at June 2024, based on APRA’s Annual fund-level superannuation statistics, AIL was the 6th largest provider of superannuation in Australia with total super assets of approximately $102 billion and a membership of approximately 850k members. As at June 2024, ES had superannuation assets of $3.7 billion and a membership of 130k members. famous packer fansWebFirstChoice. FirstWrap. Funds and performance. Product updates. FirstChoice is a straight-forward, easy-to-use platform that makes servicing your clients simple. We offer a … copse manor virginia waterWeb2 Part 1 – FirstChoice Wholesale Personal Super 1 FirstChoice Wholesale Personal Super Value Colonial First State is a leader in providing value for money. With FirstChoice Wholesale you know what the fees are, so there are no surprises. We’ve taken an investor’s perspective and avoided the expensive bells and whistles to give you copse house heckfield