THIS SITE IS INTENDED FOR ADVISER USE ONLY

By clicking through to the Investments or Platforms site below you confirm that you are a licensed adviser operating under an Australian Financial Services License.

Our tax guides have been designed to help you complete the part of your tax return that relates to your Colonial First State investments. You will also need your Colonial First State tax statement.

Please be advised that Colonial First State Taxation Information Statements will be available from 27 July 2017.
These tax guides are for the 2015-2016 financial year

Investment tax guide

If you have received any investment distributions during the financial year.

Capital gains tax guide

If you have switched money from one investment option to another or if you have made a withdrawal.

Pension income guide - Allocated pension

If you have received income from your Colonial First State Pension.

Pension income guide - Term allocated pension

If you have received income from your Colonial First State Pension.

myTax guide

If you are completing your tax return on the ATO’s website.