Home

FirstChoice Wholesale Personal Super & Pension

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/101852-2024-03-16-03:17.pdf
FUND MANAGER
ASX Code
APIR USI FSF0511AU USI FSF0510AU
ASSET CLASS PLATFORMS (SUPER & PENSIONS)
INVESTMENT STYLE
INVESTMENT PROFILE
CURRENCY MANAGEMENT
INCEPTION DATE
BENCHMARK
FUND SIZE
DISTRIBUTION FREQUENCY
NO. OF HOLDINGS
FEES
STRUCTURE

Benefits

Benefits

Value

We are committed to providing you with a competitively priced product that gives you value for money. We seek to provide a great platform for a competitive price.

Service

Our brand is synonymous with service excellence. You will receive fast and personal service.

Personal customer service every time

We understand that our success depends on our ability to provide you with great service – every time. We have some of the most dedicated and highly trained people in the market, and we constantly aim for exceptional service.

No waiting for reports and statements

Instead of you waiting weeks for annual reports and statements, FirstChoice Wholesale provides you with consolidated reporting at least twice a year, which will give you a complete picture of all your investments and a summary of all your transactions.

FirstNet makes it easy

You can also access up-to-date information on your investments at any time via our secure internet site, FirstNet.

RISK LEVEL
INVESTOR SUITABILITY

Risks

Title
Detail

Key Features

Choice

Over 130 investment options and over 70 investment managers give you real choice and diversity, across specialist boutiques and leading brands in investment management.

Investment options

With FirstChoice Wholesale, you can access a vast range of investment opportunities from well-respected Australian and international investment managers, including specialist boutique investment managers, across different asset classes such as shares, fixed interest, property and cash, all in the one place.

More than 130 ways to achieve your specific investment goals FirstChoice Wholesale has more than 130 investment options across different asset classes and investment managers so that you can tailor an investment portfolio to meet your needs. You can choose from:

  • multi-manager portfolios which are pre-mixed for you, and/or
  • single manager options allowing you to tailor-make your portfolio
  • a range of FirstChoice Managed Accounts within our FirstChoice Managed Accounts service, if you have an adviser. 

Insurance for FirstChoice Wholesale Personal Super

You can choose from:

  • Death only cover
  • Death and Total and Permanent Disablement (TPD) cover
  • Salary Continuance Insurance (SCI) cover.

Estate planning

In the event of your death, a death benefit will become 
payable from the super fund either to:

  • Your dependants or your legal personal representative nominated on your valid ‘Non-lapsing death benefit nomination’ form, or
  • Your reversionary beneficiary (pension accounts only) – the pension continues to be paid to this person after your death, or
  • In any other case, your legal personal representative, to be distributed in accordance with your Will or the laws of intestacy.

Transfers between FirstChoice Wholesale Super and Pension products

This may allow us to offer you a refund of buy/sell spreads where you transfer between like-for-like investment options, between these FirstChoice products.

Mandate