Media releases :: Colonial First State

2022

Mid-life career switch has unexpected benefits for older Australians as well as the nation	16 June 2022
Statement on CDPP proceedings in relation to disclosure documents	15 June 2022
Colonial First State reclaims top spot in Wealth Insights platform rankings	20 May 2022
Colonial First State encourages Australians to rethink retirement with new campaign	9 May 2022
Colonial First State appoints EOS at Federated Hermes for stewardship services	4 May 2022
Colonial First State announces Macquarie Cash Management Account integrated reporting solution for wrap platforms	3 May 2022
Colonial First State statement on superannuation class action	4 April 2022
Breaking the gender bias key to financial freedom for women	8 March 2022
Colonial First State confirms divestment of Russian assets	4 March 2022
Adviser and investor optimism lifts as pandemic restrictions ease	16 February 2022
Colonial First State selects FNZ to deliver its platform transformation	3 February 2022
John Brogden appointed as Independent Non-Executive Director	17 January 2022

2021

A new Sydney office for Colonial First State	21 December 2021
New low-cost geared index options give investors leveraged exposure to local and global markets	14 December 2021
Avanteos Investments Limited acknowledges proceedings in relation to disclosure documents	8 December 2021
Colonial First State investment to help build a stronger, more sustainable advice industry	1 December 2021
Colonial First State welcomes KKR as majority shareholder and embarks on new phase as a standalone business	1 December 2021
Seven myths of index investing by Scott Tully, General Manager of Investments at Colonial First State	5 November 2021
Colonial First State commits to net zero by 2050	28 October 2021
Colonial First State acknowledges Federal Court penalty	19 October 2021
Colonial First State appoints BlackRock	18 October 2021
Colonial First State signs on to Iress’ new blockchain-based advice fee consent solution	14 October 2021
Colonial First State joins with Lonsec, Morningstar and Zenith to launch managed accounts solution with no additional fees	27 September 2021
Colonial First State announces insurance premium reduction for its members	15 September 2021
Colonial First State Investments Limited acknowledges Federal Court declaration of contraventions	8 September 2021
Colonial First State announces fee cut to FirstChoice Employer Super	30 August 2021
Jo-Anne Bloch to be appointed as independent non-executive director	4 August 2021
More Australians engaging with super to secure retirement savings impacted by COVID-19	28 July 2021
Colonial First State MySuper Lifestage Funds Deliver 22.4 per cent returns	12 July 2021
Colonial First State Leadership Team Update	5 July 2021
Superannuation changes from 1 July set to boost retirement savings of millions of Australians	28 June 2021
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

2020

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

2019

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 Stewardship 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

2018

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

2017

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

2016

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

2015

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

2014

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

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