Use our CFS Edge fee calculator to understand key pricing features including competitive fees, family fee aggregation, and a flat-dollar account keeping fee applied at the investor level.
Family fee aggregation
Your clients can link a number of accounts across CFS Edge Super, Pension and Investments with members of their family to create a family fee aggregation group (known as a family billing group in CFS Edge). Linked accounts can then take advantage of tiered administration fees which are applied proportionately across all linked accounts within a family group.
Keep fees under control
Our account keeping fee is capped at a flat-dollar amount of $300 per investor. Where your client holds multiple CFS Edge accounts (including Super, Pension and Investments), the account keeping fee will be charged at an investor level rather than for each account they own. This fee will be pro-rated across the accounts your client holds and charged monthly.
Talk to a BDM
To be one of the first to experience CFS Edge, talk to a BDM to register, or to receive a personalised demonstration of our market-leading solution.
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.
This webpage provides general information for the adviser only and is not to be handed to any investor. It doesn‘t take into account anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36. Past performance is no indication of future performance.