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Other Colonial First State 30 June 2021 statements: What you need to know

From 19 July 2021 we will be sending members their 30 June 2021 statements. Below are key dates, changes and other information your clients will receive with their statement.

30 June 2021 Statements

  •   Email (from) Mail (from)
    Wholesale Indexed Funds 19 July 2021 20 July 2021
    Managed Investments Funds
    19 July 2021
    20 July 2021
    Wholesale Premium Cash Fund
    19 July 2021 20 July 2021
    Wholesale Preimum Cash Enhanced Fund 19 July 2021 20 July 2021
    Wholesale Instiutional Cash Fund 19 July 2021 20 July 2021
    Pooled Superannuation Trust 27 July 2021
    28 July 2021
    Wholesale Mezzanine Investments 28 July 2021
    29 July 2021
    Personal Pension Plan 16 August 2021 17 August 2021
    Rollover & Superannuation Fund 16 August 2021
    17 August 2021
  • Some member statements will include additional information about changes to our products including the Supplementary Product Disclosure Statements introduced on 30 June 2021 that may affect them. Details of the statement inclusions are below:

  • Visit our Member Statement Hub where your clients can find handy guides and videos on accessing their statement, and information on new product changes.

  • Work Test

    From late July 2021, we’ll be communicating to your clients who may be eligible to complete the Work Test.

    Check this page later to see a sample of the member communication.

    Notice of Intent to claim a Tax Deduction

    We will also be contacting clients in August letting them know they could be eligible to claim a tax deduction on personal contributions made to their super account in the 2020/21 Financial Year.

    Check this page later to see a sample of the member communication.

Tax Statements

Eligible clients in investment accounts will begin to receive their Distribution and Capital Gains Tax statements via mail from 26 July 2021.

Want more information?

Learn more about the end of financial year period by contacting your local Business Development Manager or call Adviser Services on 13 18 36, 8am to 7pm, Monday to Friday, Sydney time.