April 2022

Your FirstChoice for low-cost
index investing

Hi

We offer a wide range of low-cost index options on FirstChoice to give your clients access to investment opportunities across the world, and we're confident that CFS offers some of the lowest index fund fees in Australia.

Our range covers the major asset classes, including Australian and international shares, property, bonds and cash.

Start building your client portfolios with some of the lowest index fund fees being offered in Australia, with investment fees in super starting from just 0.14% pa for CFS Index Australian Share.

Our range of low-cost index options in FirstChoice Wholesale Personal Super

Index option	Investment fee % pa	Admin fee % pa	Total portfolio fee % pa
Conservative	0.15	0.20	0.35
Diversified	0.15	0.20	0.35
Moderate	0.15	0.20	0.35
Balanced	0.15	0.20	0.35
Growth	0.15	0.20	0.35
High Growth	0.15	0.20	0.35

Index option	Investment fee % pa	Admin fee % pa	Total portfolio fee % pa
Australian Bond	0.14	0.20	0.34
Global Bond	0.18	0.20	0.38
Australian Share	0.14	0.20	0.34
Global Share	0.15	0.20	0.35
Global Share - Hedged	0.18	0.20	0.38
Property Securities	0.14	0.20	0.34
Global Property Securities	0.17	0.20	0.37
Global Listed Infrastructure Securities	0.16	0.20	0.36

Index option	Investment fee % pa	Admin fee % pa	Total portfolio fee % pa
Geared Australian Share	0.42(g)/0.93(n)	0.09(g)/0.20(n)	0.51(g)/1.13(n)
Geared Global Share	0.42(g)/0.93(n)	0.09(g)/0.20(n)	0.51(g)/1.13(n)

How you can learn more

We’ve compared the total portfolio fees of our CFS Index Series options to other major retail providers. Check out our website to see how CFS stacks up against competitors and how a difference in fees can impact your client’s account balance over time, or request one of our Business Development team from your area to contact you.

Yours sincerely,

Colonial First State

Adviser Use Only
Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. CFSIL also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This document is based on the understanding of current regulatory requirements and laws as at April 2022. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including CFSIL accepts responsibility for any loss suffered by any person arising from reliance on this information. This document provides information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from www.cfs.com.au or by calling us on 13 18 36.

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Money Management · Level 10, 4 Martin Place · Sydney, NSW 2000 · Australia