Banks · Australia

Convert Colonial First State bank statements to Excel or CSV

Colonial First State (CFS) statements are superannuation statements: account valuation, an investment options breakdown, and contribution and earnings detail. Download the PDF statement, upload it here, and get every transaction as a spreadsheet that is checked against the statement's own opening and closing balances before you download it.

Convert a Colonial First State statement

The Colonial First State statement layout

These notes come from real Colonial First State statements our reader has been tested against, not from a template guess:

  • Statements open with the account valuation, then break down investment options, contributions and earnings in their own sections.
  • CFS's own 'how to read your online super statement' guide walks through seven sections, and the online statement follows that order.

How to download a PDF statement from Colonial First State

  1. Statements are delivered through FirstNet, CFS's member portal, if you are registered and opted in to electronic statements: log in at cfs.com.au.
  2. To request a statement or report on demand, open Statements in FirstNet and choose Create report.
  3. You will get an email when the document is ready in your document library — download the PDF from there.

Steps summarised from CFS's own pages; the Create report path is CFS's on-demand route, and issued statements also arrive through FirstNet for members who opted in.

Once you have the PDF, drop it into the converter — you can check the result before you pay for anything, and the first 10 pages each month are free.

What to check after converting

  • The result is marked Reconciled — the rows reproduce the closing balance exactly. If a difference is shown instead, our guide to why a statement does not balance walks through the usual causes.
  • A super statement is not a bank account: convert the contributions and transactions detail, and treat valuation figures as summaries, not rows.
  • Member numbers and investment option names repeat on every page — check they have not landed in your amount columns after converting.
  • Spot-check two or three rows against the PDF, especially around page breaks. Our guide on how to check a conversion shows a two-minute routine.

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