Please note that we will no longer issue confirmations for contributions or partial withdrawals for super and IDPS accounts. We have decided to cease this service to reduce the use of paper because of the environmental impacts. You can still use the online portal to view and keep track of your super or IDPS account. Contact your adviser or our Customer Care team on 1300 769 619 if you don’t already have access, and they will be able to provide you with your online portal user login and password.
Wrap Annual Statements
The annual reporting period is an important time of year for you. To help you manage your expectations, here’s when we expect to start issuing our 2023 annual reports.
Annual pension review
12 Jul 2023
13 Jul 2023
Completed
Quarterly statements - April to June 2023
20-26 Jul 2023
21-27 Jul 2023
Completed
Annual tax statements
Production of tax statements is dependent on third party income reporting.
August throughout October 2023
August throughout October 2023
In progress
Annual IDPS statements
4 Sept 2023
5 Sept 2023
Completed
Annual superannuation member benefit statements (SMBS)
2 Oct 2023
13 Oct 2023
IDPS Audit Certificate
Completed
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Things you should know
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments.
Information on this webpage is provided by AIL and CFSIL. It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at https://www.cfs.com.au/tmd which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36.