CFS Edge
We’re here to make EOFY easier on CFS Edge
With the end of the financial year 30 June 2026 fast approaching, our team is here to help you navigate this busy time. From FirstTech EOFY super strategies article and podcast to drop-in sessions with CFS' very own Platform Optimisation Specialists, we’re here to make EOFY easier.
Register for state-based drop-in sessions
Our Platform Optimisation Specialists will be running twice weekly sessions over the coming weeks. These are designed to fit around your schedule and help you understand how recent platform enhancements aim to simplify EOFY and provide a simple forum to ask questions and receive guidance specific to your needs.
Register for your state now:
Some recent enhancements to CFS Edge to simplify EOFY
Schedule bulk reporting
For up to 100 clients at once - reducing repetitive work and improving oversight. You can choose when to make a report available to your client.
Digital in-specie transfers
Complete in-specie asset transfers from IDPS to super and pension in a single guided digital workflow with clear tracking.
Faster super withdrawals
New digital process for advisers to process super withdrawals for eligible conditions of release, meaning clients get paid sooner.
Adviser use only
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments. AIL is also the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 and issuer of CFS Edge Super and Pension. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the Investor Directed Portfolio Service (IDPS) operator, administrator and custodian of the Avanteos Wrap Account Service and issuer of CFS Edge Investments.
Information on this webpage is provided by AIL and CFSIL. It may provide general information for adviser use only. It does not take into account anyone’s individual may objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) before making any recommendations to a client. You can get the FirstChoice PDS and FSG at www.cfs.com.au or by calling us on 13 13 36, the CFS Edge, PDS, IDPS Guide and FSG can be obtained from your adviser, cfs.com.au/cfsedge or by calling us on 1300 769 619.