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This is an update to the following Product Disclosure Statements – Issue No 2023/2, (PDS’s) dated 18 November 2023 and supplemented by the Supplementary PDS dated 16 March 2024 :
- FirstChoice Wholesale Investments;
- FirstChoice Wholesale Personal Super and Pension
The Investment Options Menu of the above PDS’s disclosure for the following options has been updated to correctly reflect how the option is managed. This Product Update should be read in conjunction with these respective Investment Option Menus.
Mutual Income
Change in asset allocation
From 20 March 2024 , the asset allocation range for the option will change to:
Cash – 0-30%
Senior Debt – 0-100%
Subordinated debt – 0-60%
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Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) 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. This document may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the Target Market Determinations (TMD) for our financial products at www.cfs.com.au/tmd, which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36.