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This is a collection of popular forms, if you’re looking for a specific form you can search for it or see a list of all forms.
My details have changed
Change of details
Update your address and contact details, tax file number, bank account details and your account name.
Direct debit authority
Provide authorisation to directly credit or debit your bank account when requested.
I’ve started a new job
Super Choice – Fund Nomination Form
Use this form to instruct your employer to pay your superannuation into your Colonial First State account.
I want to update my beneficiary
Reversionary beneficiary form
Nominate, replace or remove a reversionary beneficiary on your existing pension account.
I want to update my investments
Additional & regular investment
Make an additional investment into your existing account and setup or change a regular investment plan.
I want to add/update an adviser service fee
Fixed Term Adviser Service Fee Consent Form
Consent to a fixed term adviser service fee to be deducted from your account.
One-off Adviser Service Fee Consent Form
Consent to a one-off adviser service fee to be deducted from your account.
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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.