FirstNet Adviser help

My Clients

How do I find a client?

You can search for a client from the Adviser home page or from the My clients page.

Searching for a client from the Adviser home page:

  1. Enter the client’s name or Online Identity Number into the search field.
  2. Click Go.

You can click the 'Full client list' link and scroll through the list of clients or select the first letter of the client’s surname using the alphabet tool located at the top of your client list. Alternatively, you can select the Advanced My clients link or search for clients in a specific product or fund by selecting them from the drop down lists on the home page.

Searching for a client from the My clients page:

From the My clients page you can choose to search for a client using:

How do I change a client’s details?

To change your client’s personal details, download the Change of Details form. Complete the relevant sections and have it signed by your client. When complete, send it to us at the address shown on the form.

You will be able to change any of the following client details:

  • name (additional documents are required)
  • mailing address
  • Tax File Number (TFN)
  • income distribution method
  • adding, modifying or deleting pre-nominated bank account details
  • provide a direct debit authority
  • order a cheque/ deposit book (CMT investors only)
  • setup a regular withdrawal plan
  • link accounts under the one Online Identity Number

If your client has transaction access on FirstNet Investor, they can update their mailing address, phone, fax and email details online.

When do my clients receive their statements?

Investors will receive a quarterly statement for:

  • Managed Investment Fund
  • Cash Management Trust
  • Premier CMT
  • Personal Pension.

Investors will receive a half yearly statement for:

  • FirstChoice Investments
  • FirstChoice Wholesale Investments
  • Rollover & Superannuation Fund
  • FirstChoice Personal Super
  • FirstChoice Employer Super
  • FirstChoice Wholesale Personal Super
  • FirstChoice Pension
  • FirstChoice Wholesale Pension.

Rolling over a non Colonial First State Superannuation account

To rollover a Superannuation policy to Colonial First State, your client will need to contact the Superannuation company and request a Rollover Instruction Form. Complete this Instruction Form and return it to them.

Your client’s existing Superannuation Fund will arrange for their account to be transferred to Colonial First State. If your client does not have a Superannuation Fund with Colonial First State they will need to complete the application form available in the Product Disclosure Statement (PDS) prior to the transfer.