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Outstanding investment performance

CFS outpaces industry and retail funds in 2023-24

Power your practice with CFS platforms

Power your practice with CFS platforms

Choose the platform that works best for you and your clients with FirstChoice and CFS Edge.


 Access some of the world’s best investment minds

Access some of the world’s best investment minds

Tap into the collective brain power of our leading experts and fund managers.


 Experience award-winning support

Experience award-winning support

Elevate your advice practice with FirstTech, rated #1 tech support 11 years running. *


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Managed accounts with 0% admin fees CFS Edge Accelerate 100

Harness the power of zero admin fees, zero clunky rebates and zero full menu restrictions

CPD webinar | Introducing CFS Builder Series 


Wednesday, 24 July 2024

11:00 – 11:45am Sydney time


Traditional multi-asset funds, while popular, present challenges related to control, cost, and performance. CFS Builder Series has been developed to solve for these challenges.


Three contemporary multi-manager funds provide the essential building blocks to create and adapt tailored portfolios for the changing needs of each individual client.


FirstChoice seamlessly integrates with Xplan

Fast client onboarding

FirstChoice’s new client onboarding experience can save you up to 80% of time and integrates with advice planning software.*

Viridian has become a cornerstone client of CFS Edge

"We like CFS' continued investment in technology to transform the way advice is delivered."


Raamy Shahien, Joint CEO of Viridian Advisory

Know you’re partnering with the best

Wealth Insights

FirstChoice ranked equal #1 for 
Overall Satisfaction 2023


Provider of the Year Managed Funds
2019 - 2024

Wealth Insights

FirstChoice ranked #1 for Value for 
Money 2023

Let us do the hard work for you


We have a nationwide team of BDMs ready to service your business


FirstTech provides comprehensive support materials advisers say they can’t live without


Our investment experts provide market performance updates and unpack what’s driving it

How can we help you today?

How can we help you today?

CFS FirstTech

The best tech support in the industry, helping you cut through the complexity.


Super rollovers - plan ahead to avoid nasty surprises





25 April 2024

SMSF exempt pension income - segregated vs unsegregated approach




26 April 2024

Does splitting contributions for a previous financial year, impact your ability to claim a personal deductible contribution?


29 April 2024

CFS 10x

For growing and evolving businesses, we partner with you to solve the business challenges that matter most to you.

Helping you to elevate your business

Helping you to elevate your business

Access the tools you need to attract, develop and retain your best talent.

Professional Year by <br>CFS

Professional Year by

Access to education and a dedicated community for Professional Year advisers.

Centre Stage <br>masterclasses

Centre Stage

Learn from inspirational leaders, who encourage you to think differently. 

Unleash in ways you never thought possible

Get in touch

For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.

Find a Business Development Manager

Need more information or support? 


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*Wealth Insights Platform Service Level Reports - CFS First Tech team was rated #1 by Wealth Insights for Technical Support every year since 2013.


Adviser use only. Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468. It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances.  You should read the relevant Product Disclosure Statements (PDSs), Investor Directed Portfolio Service Guides (IDPS Guides) and Financial Services Guides (FSGs) before making any recommendations to a client. The PDSs, IDPS Guides and FSGs can be obtained from or by calling us on 13 18 36. Past performance or awards are no indication of future performance.