Wrap Annual Statements
The annual reporting period is an important time of year for you. To help you manage your expectations, here’s when we expect to start issuing our 2024 annual reports.
To receive all important communications, ensure your address, email and mobile number are up to date, you can use the online portal to view and keep track of your accounts. If you don’t already have access, we will be able to provide you with online portal user login and password details. For help contact your adviser or our Customer Care team on 1300 769 619.
Annual pension review
11 Jul 2024
12 Jul 2024
Completed
Quarterly statements – April to June 2024
18 July 2024
22 Jul 2024
Completed
Annual tax statements
August throughout October 2024
August throughout October 2024
In progress
Annual IDPS statements
12 Aug 2024
13 Aug 2024
Completed
Annual superannuation member benefit statements (SMBS)
11 Oct 2024
11 Oct 2024
In progress
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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.