Wrap Annual Statements

The annual reporting period is an important time of year for you. To help you manage your expectations, here’s when we expect to start issuing our 2025 annual reports. 

 

To receive all important communications, ensure your address, email and mobile number are up to date, you can use the CFS Edge portal to view you statements and keep track of your accounts.

 

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Click ‘Forgot username’ and we’ll email you your details. For help contact your adviser or our Customer Care team on 1300 769 619.

Wrap Products and Labels
Report pack
Adviser and Customer portal and mailing (from)
Status
Report pack

Annual tax statements

 

Where your account was transferred to CFS Edge within the 2025 financial year, you’ll receive an additional Annual tax statement.

Adviser and Customer portal and mailing (from)

August throughout October 2025

Status
Report pack

Annual audit certificate 

Adviser and Customer portal and mailing (from)

September

Status

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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.