Corporate Profile

Colonial First State’s double win in Roy Morgan Customer Satisfaction Awards	11 June 2021
Chant West awards Colonial First State for third consecutive year	27 May 2021
Australian women and younger workers urged to consider rebuilding their super savings	22 April 2021
Colonial First State appoints Executive Chairman-Elect	18 March 2021
The gender super gap is a bigger issue than we thought	8 March 2021
Financial advice is fact becoming an essential service	1 February 2021

Australians reveal income tax saving intentions	30 November 2020
Colonial First State supports call for companies to take real action against modern slavery	12 November 2020
CBA announces retirement of the Chairman of Colonial First State	30 October 2020
CFS reveals federal budget hot topics for advisers	22 October 2020
Colonial First State and Aspect Capital celebrate 10-year partnership	16 September 2020
CFS partners with Striver to support long-term sustainability of the financial advice industry	11 September 2020
Australians faced with new retirement realities since Coronavirus hit	3 August 2020
Colonial First State Investments Limited (CFSIL) confirms additional licence conditions imposed by APRA	2 July 2020
Colonial First State Investments Limited (CFSIL) acknowledges statement of claim from ASIC	22 June 2020
CBA announces agreement to sell 55% stake in Colonial First State to KKR	13 May 2020
Colonial First State data reveals surge in super switches	6 May 2020
Colonial First State Data reveals financial adviser hot topics	30 April 2020
Colonial First State Investments Limited (CFSIL) receives statement of claim from ASIC	17 March 2020
Colonial First State changes benefit over 770,000 members in annual fee reduction	3 March 2020
Colonial First State recognised for customer excellence by Roy Morgan	19 February 2020
Colonial First State acknowledges class action proceedings filed by Shine Lawyers against Colonial First State Investments Limited	22 January 2020

Avanteos Investments Limited accepts additional licence conditions	11 December 2019
Colonial First State appoints a new Non-Executive Director	26 November 2019
Colonial First State launches Global Sterwardship Fund with partner Baillie Gifford	24 October 2019
Colonial First State acknowledges that class action proceedings have been filed by Slater and Gordon	18 October 2019
Colonial First State acknowledges that class action proceedings have been filed by Maurice Blackburn	17 October 2019
Colonial First State annuities recognised for excellence by Chant West	24 May 2019
Colonial First State fee cuts to benefit over 500,000 members with around $68 million in annual fee reductions	18 April 2019
Colonial First State supports call for controversial weapons removal from indices	12 February 2019

Managed accounts significantly improve financial advice services Read the managed accounts white paper here	20 December 2018
Colonial First State announces new Alliance Partnership with Baillie Gifford	22 October 2018
Colonial First State signs up to the Tobacco-Free Finance Pledge	17 October 2018
Defence of superannuation class action	10 October 2018
Colonial First State statement regarding potential superannuation class action	11 September 2018
Colonial First State announces new Alliance offering	3 May 2018
Managed Accounts now available on FirstWrap	26 March 2018

Managed Accounts on FirstChoice goes live	21 November 2017
New direct infrastructure asset allocation for MySuper FirstChoice Lifestage funds	10 November 2017
Colonial First State’s annuities via platform hits $1b FUA	31 October 2017
Colonial First State celebrates second anniversary of annuities on platform with jump in lifetime annuity sales	24 August 2017
Another year of positive annual returns for Colonial First State super members	24 July 2017
Colonial First State upgrades its FirstTech app to ensure more advisers are instantly armed with the latest superannuation rates and thresholds	14 July 2017
Australians warned not to leave it too late on super reform or risk missing out	19 June 2017
Colonial First State announces new managed accounts solution	22 May 2017
Colonial First State’s FirstChoice celebrates 15 year anniversary with $80 billion FUM milestone	19 May 2017
Colonial First State ranked #1 for platform service	9 May 2017
Colonial First State becomes a signatory to the Principles for Responsible Investment	26 April 2017
Upgrade for Colonial First State’s FirstChoice multi-sector funds	24 January 2017
Voluntary contributions surge at Colonial First State ahead of changes to superannuation system	10 January 2017

CFS builds on its commitment to responsible investing	25 November 2016
Colonial First State’s record of advice enhancements drive adviser usage higher	21 November 2016
Demand for annuities on CFS platforms rise as understanding of retirement benefits improves	14 November 2016
Colonial First State Alternatives hits FUM milestone	2 November 2016
Colonial First State’s FirstTech Strategic Update marks its 100th edition	5 October 2016
Atrium chooses CFS to launch new SMA	5 October 2016
CFS selects technology provider for managed accounts solution	29 September 2016
New customer-led website for CFS	28 September 2016
CFS adds aged care solution to FirstChoice platform	29 August 2016
CFS FirstChoice Super hits $10 billion FUM	25 August 2016
Gymnast Talia Folino wins the Colonial First State Sports Boost	29 June 2016
FirstWrap launches a new cash management solution	8 June 2016
CFS launches investment option designed for Millennials	18 May 2016
Chant West awards CFS Pension Fund of the Year	6 May 2016
Retiree lifestyles can include less financial stress	7 April 2016
CFS enhancements provide adviser ease and convenience	16 March 2016
CFS and UTS to collaborate on analysis and insights	16 February 2016

CFS delivers a range of annuities via FirstChoice and FirstWrap platforms	10 August 2015
Fortnum adds FirstWrap as a preferred platform	15 June 2015
Colonial First State announces an alliance with Sanlam	18 May 2015
Colonial First State urges retirees to Be Ready For Next	11 May 2015
New analysis shows our 'lump sum culture' is an exaggeration	28 April 2015
Colonial First State’s wrap platform hits $20 billion in funds under administration	16 February 2015
Hat trick: CFS FirstWrap named 'Best Platform Overall' for third year in a row	20 January 2015

Australian first: annuities to go on CFS retail platforms	15 October 2014
Industry accolades awarded to Colonial First State	26 May 2014
CFS analysis of key budget proposals	14 May 2014
CFS awarded best platform overall	12 May 2014
CFS launches SMA	1 May 2014
CFS launches new enhancements to Essential Super	16 April 2014
CFS FirstChoice Lifestage achieves $1 billion in FUM	7 April 2014
CFS FirstChoice reviews multi-manager funds	3 April 2014
Essential Super launches online Super Sorter	6 March 2014