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Colonial First State
The Colonial First State Group is one of Australia’s largest wealth management providers, with over 600,000 investors and $100 billion in funds under management and administration. That’s a comfort in itself, but it’s how we got here that really counts – by making it our priority to deliver the kind of investment experience we’d like ourselves. So if you’re the kind of investor who insists on superior service, value and choice, then you’ll find more of what you’re looking for at Colonial First State.
Rollover and Superannuation Fund
The Rollover and Superannuation fund makes it easy to control and manage your own retirement savings. It gives you access to fourteen different investment options, all managed by Colonial First State. So, if you are looking to diversify your Colonial First State investments across asset classes you can, by tailoring your investment portfolio using these fourteen options. And if you’d like to have your compulsory employer contributions directed to your account, just call us and we’ll send you a pre-completed Fund Nomination Form ready for you to sign and give to your employer.
Flexibility when managing your portfolio.
- Change your investment options whenever it suits you, with no switching fee.
- Access your account and make transactions 24hrs, 7 days a week through our secure internet service, FirstNet Investor. Or access your information by phone with FirstLink.
- Receive a single consolidated statement every six months, so it’s easy for you to track how your investments are going.
- Speak with a real person by calling us on 13 13 36, Monday to Friday, 8am – 7pm Sydney time.
With this type of value, choice and award-winning service it’s no wonder Colonial First State is the most popular fund manager in Australia
Application Forms and Information
To apply for the fund download the application
form and return to the fund manager.
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