FirstNet Adviser help

The following calculators have been specifically designed for advisers:

1. FirstChoice manager allocation tool - provides a dollar and percentage breakdown of the underlying managers in the FirstChoice investment options plus the total fee to the client.
2. Personal Superannuation Insurance Calculator - provides estimates on the optional insurance cover on the Colonial First State Rollover & Superannuation Fund & FirstChoice Personal Super.

To access these calculators, select Tools and then Calculators from the top navigation menu.

Five calculators are also featured on our public website. They are designed to help investors see how their portfolio can grow over time by viewing different investments.

1. Regular Investments Calculator - allows you to see how a portfolio can grow by investing regularly.
2. How much super is enough? - helps you to estimate how much superannuation your client will have when they retire, what their retirement income per year will be and how much they may need to contribute each month to reach their desired retirement income.
3. Gearing Calculator - allows you to see the impact of gearing your investment over a period of time.
4. Returns Volatility Calculator - allows you to see how volatility in the value of your client’s investments can be reduced if they hold it for a longer period of time.
5. Historical Returns Calculator - allows you to compare the returns that can be generated from different types of investments over time.

To access these calculators, select Tools from the top navigation menu then Calculators.

To access fund/options profiles, select Product support from the top navigation menu, then Document selection tool from the left navigation menu.

The fund profiles provide you with performance information and a review of the relevant market and fund activity.

To access fund/options profiles, select Product support from the top navigation menu, then Fund profiles & commentaries from the left navigation menu.

Fund/option profiles detail key features such as the investment objective, investment strategy, asset allocation and performance.