Colonial first state joins with Lonsec, Morningstar and Zenith to launch managed accounts solution with no additional fee

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Australian wealth management group Colonial First State (CFS) has announced an agreement with three of Australia’s leading research consultants to offer financial advisers and their clients a highly efficient way to access professionally constructed managed account portfolios – with no extra research or portfolio construction costs. The new arrangements have been developed in response to

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More Australians engaging with super to secure retirement savings impacted by COVID-19

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More Australians are engaging with their superannuation and are positive about new increases to the Super Guarantee (SG) and higher contribution caps. However, the COVID-19 pandemic is causing uncertainty around retirement plans. The findings are from a national survey of more than 2,000 Australians released yesterday by leading superannuation provider, Colonial First State. The CFS

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Superannuation changes from 1 July set to boost retirement savings of millions of Australians

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Leading superannuation provider Colonial First State is encouraging Australians to make the most of the 1 July changes to super, saying the planned super guarantee (SG) increases as well as expanded concessional contributions are a major win for millions of Australians. Millennials can make an extra $650,000 at retirement by maximising the new increase in

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Australian women and younger workers urged to consider rebuilding their super savings

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Australian women and younger workers are among those who need to kickstart rebuilding their superannuation and retirement savings as the economy recovers after Australians withdrew more than $36 billion in early super release payments in 2020. New research from Colonial First State (CFS) show its members aged under 30 took almost one-third of all early super

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CFS reveals Federal Budget hot topics for advisers

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Money matters are top of mind for many Australians and Colonial First State’s team of technical superannuation experts is helping ensure financial advisers don’t miss any of the essential information from the 2020-21 Federal Budget handed down by Treasurer Josh Frydenberg. Data from enquiries made by financial advisers to CFS revealed the top three topics

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Colonial First State and Aspect Capital celebrate 10-year partnership

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Colonial First State (CFS) is set to celebrate the 10-year anniversary of its strategic partnership with investment manager Aspect Capital. The partnership began with the launch of the Aspect Diversified Futures Fund in 2010, which uses systematic modelling and tactical allocation to capture profit in both rising and falling market environments. In June this year

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CFS partners with Striver to support long-term sustainability of the financial advice industry

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Colonial First State has partnered with graduate coaching and training service Striver to support the long-term sustainability of the financial advice industry. Striver launched as Grad Mentor in 2013 and has since placed hundreds of students and fresh graduates in jobs in the financial planning profession. Through the partnership with Striver, CFS will help provide

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Women are faced with new retirement realities since Coronavirus hit

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Australians are feeling less confident about their retirement in a post Coronavirus world and think they might be forced to delay retirement and work longer than expected, according to new research by Colonial First State (CFS). The new CFS Retirement Realities research found: Nearly half (45 per cent) of Australians are either scared or do not feel

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Colonial First State data reveals surge in super switches

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New data from Colonial First State (CFS) reveals switches by super members were three times the usual rate in March as a number of Australians moved their superannuation to cash in the midst of the coronavirus impact on markets. Thirty nine per cent of members who switched their super, switched to cash. Against this trend,

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Colonial First State data reveals financial adviser hot topics

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CFS’ team of technical superannuation experts is helping ensure advisers are ready to help members, for whom early access under the Government’s package will provide much needed funds to help cover many of life’s essential costs. Data from enquires made by financial advisers to Colonial First State (CFS) during March and April showed a high

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