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.
Update your address and contact details, tax file number, bank account details and your account name.
Provide authorisation to directly credit or debit your bank account when requested.
Establish a non-lapsing death benefit nomination.
Nominate, replace or remove a reversionary beneficiary on your existing pension account.
Quick guide to consolidating your super, including consolidation form.
A letter of compliance confirming Colonial First State is able to receive contributions from employers
Switch funds between your existing account.
Make an additional investment into your existing account and setup or change a regular investment plan.