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Information to complete Notice of Intent form

TO CLAIM A TAX DEDUCTION YOU'LL NEED TO COMPLETE THE NOTICE OF INTENT FORM

Here’s what you’ll need:

  1. Your tax file number

  2. Your account number (from your statement)

  3. Your fund name (from your statement)

  4. Your super fund ABN:  refer to the table below

  5. Your unique super identifier: refer to the table below

  6. Return the Notice of Intent form before you lodge your tax return or by 30 June 2023 (whichever is earliest)
Product USI* Issuer ABN  AFS     Trust ABN

FirstChoice Personal Super 

FSF0217AU

Colonial First State

98002348352

232468

Colonial First State FirstChoice Superannuation
Trust

26458298557

FirstChoice Wholesale Personal Super

FSF0511AU

Colonial First State

98002348352  

232468

Colonial First State FirstChoice Superannuation
Trust

26458298557

FirstChoice Employer Super

FSF0361AU  

Colonial First State

98002348352

232468

Colonial First State FirstChoice Superannuation
Trust

26458298557

Rollover & Superannuation Fund

FSF0172AU 

Colonial First State  

98002348352

232468

Colonial First State Rollover &
Superannuation Fund

88854638840

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.