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.

COMPLETING YOUR FORM

For your beneficiary nomination to be valid, you must satisfy the following requirements when completing your form.

Must be 18 or over
Must be over 18
 

You and both your witnesses must be 18 years of age or over.

Complete all sections
Complete all sections
 

You must complete all details on your form in full using a blue or black pen and capital letters.

Total of 100%
Total of 100%
 

The total percentage allocated to all your beneficiaries must add up to 100%.

Two witnesses
Two witnesses
 

 You must sign your form in the presence of two witnesses who are not beneficiaries.

Returning your form

 

By FirstNet: Upload a scanned copy of your completed and signed form, along with any attachments, through your online account in FirstNet under My Account > Upload a scanned form.

 

By post: Colonial First State, Reply Paid 27, Sydney NSW 2001 (no stamp required)

Note: We must receive your valid form and consent to your nomination prior to your death.

Be sure to review your nomination regularly

It is important to review your nomination regularly to make sure it is still appropriate. If you marry, separate or divorce, start a de facto relationship, have a child, or if someone you nominate has died, or is no longer dependent on you, then you should update it.

Disclaimer

Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (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 www.cfs.com.au/tmd, which include a description of who a financial product might suit. You should read the Financial Services Guide (FSG) available online for information about our services. This information is based on current requirements and laws as at the date of publication. 

Tax considerations are general and based on present tax laws and may be subject to change. You should seek independent, professional tax advice before making any decision based on this information.

AIL and CFSIL are not registered tax (financial) advisers under the Tax Agent Services Act 2009 and you should seek tax advice from a registered tax agent or a registered tax (financial) adviser if you intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise under a tax law.