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Make the Switch!

Make the Switch!

Try our new investment switching tool

Try our new investment switching tool

 

We hope you’re enjoying the FirstNet Adviser Beta site since it was launched in June this year. We have been introducing new features every month including the new ‘Action required’ feature you may have noticed in September.

Today we’re very excited to announce our biggest feature so far – a new investment switching tool for FirstChoice Wholesale Personal Super accounts with an improved look and feel, which allows you to switch in dollar and percentage values in a single transaction. The FirstNet Adviser Beta site Switch tool also provides you:

  • Improved completion efficiency by removing unnecessary steps
  • A more intuitive interface
  • Enhanced summary reporting.

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.

 

To navigate back to the classic platform, click on your profile in the top right corner and select ‘Exit to classic site’.

 

Tell us what you think

Let us know your thoughts on what we’ve released so far, and what features you want us to focus on next 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 October 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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