We've summarised some key dates and information you may need to assist you through to the end of the financial year.
END OF FINANCIAL YEAR CUT-OFF DATES
As we approach the End of the Financial Year, it's important to be aware of some important dates to ensure your clients' transactions are processed in time for EOFY cut-offs.
Learn more about the end of financial year period by contacting your local Business Development Team, Account Manager or call Adviser Services on 13 18 36, 8am to 7pm, Monday to Friday, Sydney time. FirstWrap Service and Support can be contacted on 1300 769 619, 8am to 7pm, Monday to Friday, Melbourne time.
This document has been prepared by Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) based on its understanding of current regulatory requirements and laws as at 15 May 2019. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Colonial First State or any member of the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. Colonial First State is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. Colonial First State also issues interests in investment products made available under FirstChoice Investments and FirstChoice Wholesale Investments, other than FirstRate Saver, FirstRate Term Deposits and FirstRate Investment Deposits which are products of the Commonwealth Bank of Australia ABN 48 123 123 124, AFS Licence 234945 (the Bank). Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (Avanteos) is the issuer of the FirstWrap super and pension products from the Avanteos Superannuation Trust ABN 38 876 896 681. Avanteos also issues interests and operates investments under FirstWrap. Colonial First State and Avanteos are a wholly owned subsidiary of the Bank. The Bank and its subsidiaries do not guarantee the performance of FirstChoice products or FirstWrap products or the repayment of capital from any investments. This document provides information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) before making any recommendations. Clients should read the PDS before making an investment decision and consider talking to a financial adviser. FirstChoice PDSs can be obtained from colonialfirststate.com.au or by calling us on 13 18 36 and FirstWrap PDSs from firstwrap.com.au or by calling us on 1300 769 619.