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SMSF information

Information for employers

Colonial First State Custom Solutions is the operator and/or provides administrative services to the Investor Directed Portfolio Services (IDPS) listed below. These services can accept messages and payments in line with the SuperStream standards for SMSF trustees who have an open account.

For banking information and further details please click on the link appropriate to the service details provided to you by your employee.

More information

For assistance with making contributions to accounts, please contact Service and Support on 1800 113 116, 8am to 7pm, Monday to Friday, Melbourne time. Alternatively, you can email us at customercare@colonialfirststate.com.au

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Disclaimer
This information has been produced by Colonial First State Custom Solutions, which is the registered business name of Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL). AIL is the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 which includes FirstWrap Plus Super and Pension and is the operator of the Avanteos Wrap Account Service ABN 47 953 207 793 which includes FirstWrap Plus Investments. AIL is owned ultimately by Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the `Bank’). The Bank and its subsidiaries do not guarantee performance of AIL products or the repayment of capital by AIL.

This information has been prepared by AIL and provides general information only and does not take into account your individual objectives, financial situation or needs. You should assess whether the information is appropriate for you and consider talking with your financial adviser before making an investment decision. A product disclosure statement (PDS) and investor directed portfolio service (IDPS) Guide is available for the products in FirstWrap Plus and can be obtained from your financial adviser. You should obtain and consider the most up-to-date PDS or IDPS Guide before deciding whether to invest or continue to invest through FirstWrap Plus Super and Pension or FirstWrap Plus Investments.

The Accelerator Cash Account (‘ACA’) is issued by the Bank and administered by CommSec Adviser Services, a brand of Australian Investment Exchange Limited ABN 71 076 515 930 AFSL 241400 (‘AUSIEX’). AUSIEX is a wholly owned but non-guaranteed subsidiary of the Bank. For ACAs accessible via the FirstWrap platform, AIL will provide platform administration services only and whilst it may be arranging for the issue of the ACA by facilitating the process, it is not issuing, selling, guaranteeing, underwriting, or providing custody services in relation to ACAs. Clients should read the relevant ACA disclosure documents and IDPS disclosure documents available from firstwrap.com.au before making an investment decision and talk to their financial adviser.

Taxation considerations are general and based on present taxation laws and may be subject to change. You should seek independent, professional tax advice before making any decision based on this information. AIL is not a registered tax (financial) adviser under the Tax Agent Services Act 2009 and you should seek tax advice from a registered tax agent or a registered tax (financial) adviser if you intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise, or could arise, under a taxation law.

© Avanteos Investments Limited 2016.