Have you tried the new FirstNet Adviser?

Have you tried the new FirstNet Adviser?

Take a look and let us know what you think!

Take a look and let us know what you think!

 

Last month our Beta site showcased some of the navigation changes we’re making to FirstNet Adviser. You’ll continue to see changes over the coming months as additional features and functionality are added.

From 27 July, we’re releasing a new round of updates to the Beta site. This includes:

  • More information available in the Client Details section including: 
    • Tax File Number (TFN)
    • Know Your Customer (KYC) status
    • Benefit component
    • Beneficiary information
  • Unavailable investment options flag
  • Enhanced view on tablets (a navigation panel for ease of access).

 

Look out for more useful features in the coming months.

Try it today!

If you haven’t explored the new design yet, don’t forget to click through the banner on the FirstNet Adviser homepage. You can switch between the Classic site and Beta site at any time. It’s 100% your choice.

Tell us what you think

Let us know your thoughts by clicking on the ‘Leave feedback’ button in the FirstNet Adviser Beta site. We have received a lot of valuable feedback so far and this will help us as we add more new features to the site to support your business.

More information

We hope you enjoy using the new Beta site. If you have any questions, please contact your local Business Development Team or call us on 13 18 36, 8am to 7pm, Monday to Friday, Sydney time.

Disclaimer

Adviser use only


Colonial First State Investments Limited ABN 98 002 348 352, AFSL232468 (Colonial First State) is the issuer of FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension, FirstChoice Employer Super offered from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557.

This is based on the understanding of current regulatory requirements and laws as at July 2020. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Colonial First State or any member of the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. This document provides information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from colonialfirststate.com.au or by calling us on 13 18 36.

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