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You can invest online in just 5 steps

Investing with Colonial First State is easy. Choose from a wide range of investment products for your superannuation, retirement or investment needs…and save on the paperwork.

What do I need to do?

You can invest online in just 5 steps, and if you need any help along the way simply give us a call on 1300 360 645, follow the Help links or download a checklist

Step 1 - your details
Please supply your name, address, contact information including your email address, as well as your tax file number (or exemption) and the product type you would like to invest into (super, retirement or investments).

Step 2 - your account details

How would you like to fund your investment - direct debit, direct credit, BPAY or cheque? Simply select your preferred method and provide your bank account details. If you have elected to open a super or pension account, you will also need to supply roll-over or contribution information.

Step 3 - transaction details

How much would you like to invest? Simply enter your investment amount and select the specific option(s) you would like to invest into. You can also view how your investment is allocated according to asset class and fund manager if investing in FirstChoice products.

Step 4 - confirm details

All you need to do now is check the information you have entered. Your contact and investment details will appear and you can make changes if necessary. It's also a good idea to print a copy for your records.

Step 5 - confirmation
The process is complete and your application has been successfully submitted. You can view your new account on FirstNet but it will not appear as 'open' until we receive your payment and process your application.

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