Colonial First State Group is a wholly owned subsidiary of Commonwealth Bank of Australia Ltd. Colonial First State offers a wide range of highly rated investment and superannuation products, and also offers personal insurance through its parents wholly owned subsidiary CommInsure.

Existing investors - Receive a 100% rebate on entry fees for all future investments, contributions and regular savings plans. without you needing to change the investment. Simply nominate Rebate Financial Services as your investment broker, using our one page nomination form. Colonial First State charges fees of up to 4% on all contributions.

Rebate Financial Services pays cash rebates equivalent to 50% of the amount received from trailing commissions reveived, these are often as much as 0.6% of funds under management.  

New Investors – Either download the Product Disclosure Statement (PDS) for your chosen investment product, fill it out and mail it to Rebate Financial Services or, alternatively, send us your details and we will send you a stamped PDS which h you can then submit directly to Colonial First State.

Investment Options

Colonial acts as an investment manager of in a diverse range of investment classes including of Australian and global shares, property, fixed interest, credit, hedge funds, infrastructure and private equity. In addition to this it also offers a wide range of externally managed investments through its FirstChoice Investment and FirstChoice Superannuation platforms.

Colonial First State takes a very firm position with regard to its relationship with external managers and is quick to replace those they don’t consider to be performing at a sufficiently high level. This strong stance, and its own commitment to customer service, has resulted in Colonial First State consistently winning and placing highly in industry tables and awards. (Please note that past performance and awards are no indication of future performance.)

Contact Details

Colonial First State offers easy access to product information and forms, including Product Disclosure Statements through its web site www.colonialfirststate.com.au