This could be a great option if you need a lump sum of money to cover a big purchase, holiday or unexpected expense.

Keep in mind

  • If you’re only requesting a partial withdrawal, you’ll need to leave a minimum balance of $1,000 in the account. 
  • You can make a withdrawal from your investments account at any time unless the investment option you’re requesting to withdraw from is suspended, restricted or unavailable. If this is the case, you’ll be redirected to complete another form. 
  • If we receive your correctly completed withdrawal request form before 3 pm on a business day, we’ll use the exit unit price calculated at the close of business on that day.
  • It’s a good idea to chat to a financial adviser to get a better understanding of any potential tax liability, and to discuss the impact a withdrawal may have on your investment strategy.
  • You can also make a withdrawal through FirstNet, our secure online portal, if you have a linked bank account.

What you'll need?

  • Your account number 
  • The names of the investment options that your investment account is invested in
  • Your bank account details (if electing to receive the withdrawal as a bank account deposit)
  • Access to a printer

Task steps

  1. Use your account number to identify the correct form

  2. Read the form instructions carefully and complete the relevant form fields

  3. Print, sign and date the form

  4. Return the form to us by following one of the options below

    Upload the form online through FirstNet

    Upload a scanned copy of the completed and signed form, along with any attachments, through our secure online portal FirstNet under My Account > Upload a scanned form.

     

    Post the form to us at:

    Colonial First State
    Reply Paid 27
    Sydney NSW 2001

  5. You’re all done!

    We’ll process your completed and signed form within 5 working days of receiving it. If we spot any incorrect or incomplete information, one of our team members will get in touch.

Unleash in ways you never thought possible

Get in touch

Get in touch with us online or call us
8:30am to 6pm AEST Monday to Friday.

Find a financial adviser

Use our tool to find professional financial advice,

local to you.

Download mobile app

Track your balance and see your 


transactions history from anywhere.

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.