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SMSF information

Information for employers

Colonial First State Custom Solutions is the operator and/or provides administrative services to the Investor Directed Portfolio Services (IDPS) listed below. These services can accept messages and payments in line with the SuperStream standards for SMSF trustees who have an open account.

For banking information and further details please click on the link appropriate to the service details provided to you by your employee.

More information

For assistance with making contributions to accounts, please contact Service and Support on 1800 113 116, 8am to 7pm, Monday to Friday, Melbourne time. Alternatively, you can email us at customercare@colonialfirststate.com.au

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Disclaimer
This information has been produced by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL). AIL is the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 which includes FirstWrap Plus Super and Pension and is the operator of the Avanteos Wrap Account Service ABN 47 953 207 793 which includes FirstWrap Plus Investments. AIL is owned ultimately by Commonwealth Bank of Australia ABN 48 123 123 124, AFSL 234945 (CBA). CBA and its subsidiaries do not guarantee performance of AIL products or the repayment of capital by AIL.

This information has been prepared by AIL and provides general information only and does not take into account your individual objectives, financial situation or needs. You should assess whether the information is appropriate for you and consider talking with your financial adviser before making an investment decision. The Target Market Determinations (TMD) for our financial products can be found at www.cfs.com.au/tmd and include a description of who a financial product is appropriate for. A product disclosure statement (PDS) and investor directed portfolio service (IDPS) Guide is available for the products in FirstWrap Plus and can be obtained from your financial adviser. You should obtain and consider the most up-to-date PDS or IDPS Guide before deciding whether to invest or continue to invest through FirstWrap Plus Super and Pension or FirstWrap Plus Investments.

The insurance provider is AIA Australia Limited ABN 79 004 837 861 AFSL 230043 (AIA Australia, the ‘Insurer’). AIA Australia is part of the AIA Group. The insurance cover is provided under policies issued to the trustee. AIA Australia is not part of the Commonwealth Bank of Australia (CBA) Group of companies. CBA and its subsidiaries including AIL do not guarantee the obligations or performance of AIA Australia or the products it offers.

The Trust Company (RE Services) Limited ABN 45 003 278 831, AFSL 235150, is the responsible entity for the Colonial First State Separately Managed Account ARSN 618 390 051, available for investment through FirstWrap super and pension products and investments under FirstWrap.

The Accelerator Cash Account (‘ACA’) is issued by CBA and administered by Commonwealth Securities Limited (CommSec) ABN 60 067 254 399 AFSL 238814, under the brand CommSec Adviser Services. CommSec is a wholly owned but non-guaranteed subsidiary of CBA. For ACAs accessible via the FirstWrap platform, AIL will provide platform administration services only and whilst it may be arranging for the issue of the ACA by facilitating the process, it is not issuing, selling, guaranteeing, underwriting, or providing custody services in relation to ACAs. Clients should read the relevant ACA disclosure documents and IDPS disclosure documents available from firstwrap.com.au before making an investment decision and talk to their financial adviser.

Taxation considerations are general and based on present taxation laws and may be subject to change. You should seek independent, professional tax advice before making any decision based on this information. AIL is not a registered tax (financial) adviser 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, or could arise, under a taxation law.

© Avanteos Investments Limited 2021.