Adding to your investment

To add to your investments, you can use any of the following simple options. For security reasons we are unable to update or perform transactions on your account via email.


  1. Intro
  2. BPay®
  3. EFT or direct credit
  4. FirstNet
  5. Cheque

Employers making a superannuation payment

For employers with a FirstChoice Employer Super plan, contributions should be made through FirstNet Employer.

If you are not a registered employer with Colonial First State, select from one of the above options to make a one-off payment to individual employees. A letter of compliance confirming Colonial First State is able to receive contributions from employers can be found below:
PDF Complying fund letter

 

BPay®

Superannuation

Step 1 – Login to your bank’s website or call your bank’s phone service and select the BPay option to transfer money.
Step 2 – Enter the amount you wish to transfer to your Colonial First State superannuation account.
Step 3 – Enter the biller code that matches the account and contribution type you wish to make.
Step 4 – Enter your Colonial First State account number (found in the top right corner of your statement) as the customer reference number preceded with the digit 1. Eg if your account number is 0100 1234 5678 then enter 1010012345678.

Product Biller code
FirstChoice Personal Super (starts with 010)
Personal contribution
Spouse contribution
Salary sacrifice contribution
Employer contribution

414334
414342
434084
414326
FirstChoice Wholesale Personal Super (starts with 011)
Personal contribution
Spouse contribution
Salary sacrifice contribution
Employer contribution

485441
485458
434092
485466
FirstChoice Employer Super (starts with 065)
Personal contribution
Spouse contribution
Salary sacrifice contribution
Employer contribution

414375
414383
434100
414367
Rollover & Superannuation Fund (starts with 060)
Personal contribution
Spouse contribution
Salary sacrifice contribution
Employer contribution

78857
78865
434118
78840

Managed funds and Cash Management Trusts

Step 1 – Login to your bank’s website or call your bank’s phone service and select the BPay option to transfer money.
Step 2 – Enter the amount you wish to transfer to your Colonial First State investment.
Step 3 – Enter the biller code that matches your account type.
Step 4 – Enter your Colonial First State account number (found in the top right corner of your statement) as the customer reference number preceded with the digit 1. Eg if your account number is 0100 1234 5678 then enter 1010012345678.

Product Biller code
FirstChoice Investments 414409
FirstChoice Wholesale Investments
78824
Managed Investment Funds 78816
Cash Management Trust 747188
Premier Cash Management Trust 747196

 

EFT or direct credit

Step 1 – Login to your bank’s website and select the option to transfer funds
Step 2 – Enter the BSB

Cash Management Trust and Premier Cash Management Trust 082-154
All other products including investments and superannuation 062-778

Step 3 – Enter the last 9 digits of your account number (found in the top right corner of your statement) eg if your account number is 0100 1234 5678 then enter 012345678
Step 4 – In the “to account” name box, enter your full name - first name followed by surname eg Julia Smith
Step 5 – For superannuation products, enter the contribution type code (found below) into the description field. Eg If you are making a personal contribution you would enter “MV” in the description field.

The most common types of contributions you can make are:

Personal contributions – if you add to your super MV
Spouse contributions – made by your spouse to your account SP
Superannuation guarantee contributions made by your Employer SG
Employer contributions EA
Salary sacrifice contributions made by your Employer SS

Important information – If you have a superannuation account and you don’t enter one of the contribution codes in the EFT description field, then the SG contribution code will be used which attracts a 15% tax. Only one contribution code can be used per direct credit payment.

For managed funds, no description is required.

 

FirstNet

To use this option you must have previously supplied us with a direct debit authorisation form.

Step 1Login and under [Transact] on the left navigation menu, click “Additional investment”.
Step 2 – Enter the amount you wish to invest and select the bank account to be debited. Click “Next”.
Step 3 – Check the details of your investment and follow the instructions to proceed.

 

Cheque

If you prefer to post your additional investment or contribution, please make the cheque payable to^

Colonial First State – <insert investment product> – <insert account holder name>

Mail to:
Colonial First State
GPO Box 3956
Sydney
NSW 2001

All contributions made by cheque should be accompanied by payment advice detailing your contact details, account number, and the type of contribution you intend on making.


^ If you are an employer and your payment is for multiple employees, please attach a remittance advice detailing the employees account number, contribution type, and amount per employee.

 

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