Updating access and plan information

Type
Use
Action
Type

New FirstChoice Employer Super account for employers 

Use

Apply for a new account (for employers)

Action

Download form

Type

Employer to pay employees’ fees and premiums form 

Use

Use this form to pay fees and premiums on behalf of your employees. These are deducted from the member's account and are then refunded through your payment. The refund is shown as an employer reimbursement on your employee's annual statement. For users of the CFS FCES Clearing House. 

Action

Download form

Type

Change your company's plan details 

Use

Update your plan details including address and contact details, ABN changes, update plan contacts, bank account details, insurance and category information, and to submit your Tax File Number. For users of the CFS FCES Clearing House.

Action

Download form

Employee information

Type
Use
Action
Type

Dive into FirstChoice Employer Super 

Use

An overview of FirstChoice Employer Super for new employees. Use this in conjunction with the plan summary flyer, available via the Plan summary page. 

Type

Employee fund nomination form 

Use

Provide this form to employees who want their super contributions paid to FirstChoice Employer Super. 

Action

Download form

Type

Consolidating super funds 

Use

A guide to help your employees consolidate their super products.

Action

Download form

Type

Non-lapsing death benefit nomination form 

Use

Provide this form to employees who want to nominate who will receive their death benefits.

Action

Download form

Type

Employee benefits

Use

FirstChoice Employer Super is designed and delivered by experts in super and retirement savings.

Action

Learn more

Insurance information

Type
Use
Action
Type

Occupation rating guide

Use

A list of occupation types and how they are classified for insurance purposes. 

Product information

Type
Use
Action
Type

FirstChoice Employer Super disclosure

Use

FirstChoice Employer Super disclosure documents

Action

Read more

Product education

Type
Use
Action
Type

Product education

Use

Learn about FirstChoice Employer Super including member benefits, fund profile information and commonly asked questions.

Action

Learn more

Type

Performance information

Use

Search the latest performance, unit prices and key information for our investment options.

Action

Read more

Policy committee

Type
Use
Action
Type

Policy committee guide 

Use

Identify when and how to establish a policy committee for your employer plan.

Action

Download guide 

Type

Employee newsletter template for 50 or more employees 

Use

Notify your staff of the purpose and benefits of having a policy committee and how they can get involved. 

Type

Employee newsletter template for up to 49 employees 

Use

Notify your staff of the purpose and benefits of having a policy committee and how they can get involved. 

Type

Policy committee member nomination form

Use

Allow your staff to nominate a policy committee member (append this form to the above 'Notice of nomination' form). 

Type

Notice of election for casual vacancy 

Use

Allow your staff to nominate a policy committee member in order to fill a current vacancy. 

Type

Ballot paper

Use

Allow your staff to nominate their preferred policy committee member from a pool of candidates. 

Type

Notice of election results 

Use

Notify your staff of the final member and employer representatives who will form your policy committee. 

Type

Policy committee agenda template 

Use

Help your policy committee members to direct general discussion around common agenda items and topics affecting their super plan. 

Type

Policy committee meeting minutes template 

Use

Help the minute taker prepare the final minutes of the policy committee meetings. 

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For technical enquiries contact us

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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.