THIS SITE IS INTENDED FOR ADVISER USE ONLY

By clicking through to the Investments or Platforms site below you confirm that you are a licensed adviser operating under an Australian Financial Services License.

Half-yearly statements: What you need to know

Your clients will begin receiving their Colonial First State half-yearly statements from late January. Here’s some important information you need to know, including mailing dates and what your clients will receive in their statement.

Mailing dates

  • Product Email from Mail from
    FirstChoice Investments
    25 January 2021 27 January 2021
    FirstChoice Wholesale Investments
    25 January 2021 27 January 2021
    FirstChoice Employer Super 8 March 2021 9 March 2021
    FirstChoice Personal Super 22 February 2021
    23 February 2021
    FirstChoice Wholesale Personal Super
    22 February 2021 23 February 2021
    FirstChoice Pension 22 February 2021 23 February 2021
    FirstChoice Wholesale Pension 22 February 2021 23 February 2021
  • Product Email from Mail from
    Wholesale Indexed Funds 25 January 2021 27 January 2021
    Managed Investment Funds 25 January 2021 27 January 2021
    Pooled Superannuation Trust 25 January 2021 27 January 2021
    Personal Pension Plan 22 February 2021 23 February 2021
    Rollover & Superannuation Fund 22 February 2021 23 February 2021
    Wholesale Mezzanine Investments 25 January 2021 27 January 2021

What other information will be included in member half-yearly statements?

Some member half-yearly statements will include additional information about changes to our products or other issues that may impact them.

To help you prepare for any questions you may receive from your clients we have prepared a flyer with all of the key statement messages included in the December 2020 half-yearly statements.

Members (depending on their product) will receive one or more of the following key change flyers relating to the 30 November 2020 Product Disclosure Statement.
 

  • Click here to view Changes to the FirstChoice Product Disclosure Statement
  • Click here to view Changes to the FirstChoice Wholesale Product Disclosure Statement
  • Click here to view Changes to the FirstChoice Employer Super Product Disclosure Statement

Copies of your clients’ half-yearly statements will be available in FirstNet Adviser

You can view and download copies of your clients’ statements as they become available using the Client and Adviser Documents tool in FirstNet Adviser.

Simply click on the 'Client and Adviser Documents icon' in the top navigation bar of FirstNet Adviser and use the search and filtering tools to find your client’s statement.

For more information about accessing half-yearly statement and other documents through FirstNet Adviser please see our helpful guide.

 

OUR STATEMENT HUB – TIPS FOR YOUR CLIENTS ON ACCESSING AND UNDERSTANDING THEIR STATEMENT

Visit our Statement Hub, where there is helpful information for members about how to access their statement, video guides to understanding what’s contained in their statement and information about new product changes.

 

Your clients will be directed to this website via a link on the cover letter of their statement.

Want more information?

Learn more about half-yearly statements by contacting your local Business Development team, Relationship Manager or call Adviser Services on 13 18 36, Monday to Friday, 8am to 7pm (Sydney time).

Adviser Use Only

Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (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. It also issues interests in the Rollover & Superannuation Fund (ROSCO) and Personal Pension Plan (PPP) offered from the Colonial First State Rollover & Superannuation Fund ABN 88 854 638 840 and interests in the Colonial First State Pooled Superannuation Trust ABN 51 982 884 624. Colonial First State also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This is based on the understanding of current regulatory requirements and laws as at January 2021. 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.

Contact us

The content displayed on this page is intended for financial advisers only