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Colonial First State Superannuation Funds


Colonial First State Superannuation Funds, also known as CFS, is a leader in providing superannuation services and has been helping Australians since 1988.

 

Since that time Colonial First State Super has provided many superannuation and retirement products, becoming one of Australia's leading wealth management groups with more than A$90 billion under management globally.

 

Colonial First State is one of Australia’s leading wealth management providers and is a part of the Commonwealth Bank Group.

 

Colonial First State (CFS) Superannuation Fund aims to deliver quality at a competitive price by taking an investors perspective and ensuring clients know what the fees are so there are no last minute surprises.

Colonial First State Super & Service

CFS offers exceptional levels of service to make it easier to track your investments, whether that is online, over the phone, in person or by mail.

 

Another aspect of their great customer service is that when you deposit or switch funds between investment options, Colonial First State aim to have written confirmation sent to you within 48 hours.

 

CFS clients receive consolidated reports twice a year, giving a complete picture of all investments and transactions.

Colonial First State Superannuation Funds

  • FirstChoice Personal Super
  • FirstWrap & FirstWrap Plus
  • First Choice Employer Super

Colonial First State Superannuation Fund Investment Options

Investment performance is a key focus for Colonial First State and their product FirstChoice offers over 100 investment options.

1. FirstChoice Superannuation Fund

With FirstChoice, you can choose from over 105 investment options offered by well-known investment managers, including Colonial First State, as well as specialist boutique managers.

 

You also have access to a range of managers and asset classes through their professionally constructed multi-manager portfolios. The result is an investment menu that offers genuine value, service and choice.

  • FirstChoice Multi-Manager Options
    o Multi-sector - Seven portfolios that invest in a range of asset classes
    o Single-sector - Twelve portfolios which predominantly invest in one asset class
  • FirstChoice Multi-Index Series Options
    o Multi-sector - Two index portfolios which invest in a range of asset classes

2. FirstWrap Plus & FirstWrap Superannuation Fund

FirstWrap is suitable for investors who have more sophisticated needs. FirstWrap offers a comprehensive range of investments, all managed through the one account. Below is a list of investment options available through FirstWrap

  • Over 250 managed funds
  • Hedge funds and private equity funds
  • Unlisted property
  • All ASX-listed shares (ASX 300 only for super and pension)
  • All ASX listed company issued options (ASX 300 only for super and pension)
  • Term deposits (a range of terms available)
  • Panel of brokers
  • Access to floats, placements and other corporate actions
  • Margin lending facility

Source: FirstChoice Personal Super PDS 2010