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Re-contributions made easy
We have seen a significant increase in advisers completing re-contribution strategies after the Budget changes implemented this financial year.
To make this process easier for you and your clients we have created a re-contribution Strategy Implementation Guide, complete with a matrix.
Let us guide you
- Review the Re-contribution Strategy Implementation Guide
- The guide includes a matrix with various re-contribution strategies, what forms are required for that strategy and any additional requirements.
FirstChoice products have new re-contribution forms
For our FirstChoice products we have four new re-contribution strategy forms that you can use depending on the strategy taken with your client. The forms act as a cover letter so you can inform us what strategy you are taking. The matrix above will also help you know what other forms are required in addition to these cover forms to complete the strategy.
Re-contributing a personal, non-concessional contribution
Re-contributing from one CFS account to another person’s CFS account
Re-contributing from one account to two CFS accounts
Re-contributing from one contribution type to another within the same account
Unleash in ways you never thought possible
Get in touch
For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.
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.