Enter your User ID and password (if you don't have one, or you need to re-set your password, please get in touch with your adviser or our contact centre).
Keep in mind
- If you’re logging in for the first time, you’ll be asked to change your password.
- If you have a FirstChoice account, please visit this page
What you'll need
- Your FirstWrap User ID
- Your password
Here's how
-
Log in to FirstWrap to access your account
-
Scroll down to 'Portfolio reports'
Once you’re logged in, scroll down to the heading that says 'Portfolio reports'.
-
Select 'Centrelink schedule'
In 'Portfolio reports', click on the drop-down menu and select 'Centrelink schedule'.
-
Click on 'Generate'
A new window will open up in your computer’s browser, displaying the contents of the Centrelink document.*
-
Save the document as a PDF
If you wish, you can save this document to your computer as a PDF (Portable Document File).
You’re all done!
*Document has been created by Centrelink and we’re not responsible for its contents.
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Things you should know
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.