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59 Results

Aboriginal and Torres Strait Islander Identification form

Use this form to verify your identity when you don't have access to standard forms of ID

Additional & regular investment

Make an additional investment into your existing account and setup or change a regular investment plan.

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Adviser nomination and adviser transaction authority

Nominate a new adviser and/or give an adviser and any person action on behalf of the adviser authority to transact on your account(s).

Appointment of Representative form

To appoint a representative following the death of a member

Authorised signatories

Add or remove authorised signatories on your account.

CFS Platform User Access form

This form can be used to setup new staff members or maintain the access levels for existing staff members in your practice.

Change of bank account details (Pension only)

Update your bank account details.

Change of contact details (Pension only)

Update your address and contact details.

Change of details

Update your address and contact details, tax file number, bank account details and your account name.

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Change of Pension Details - pension payment update

Update your pension payment details.

Compassionate Grounds form

Use this form to apply for early release of super on compassionate grounds

Complying fund letter

A letter of compliance confirming Colonial First State is able to receive contributions from employers

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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.