THIS SITE IS INTENDED FOR ADVISER USE ONLY

By clicking through to the Investments or Platforms site below you confirm that you are a licensed adviser operating under an Australian Financial Services License.

Technical expertise

Technical expertise

 

As Australia’s largest payer of pensions, we help advisers access our retirement strategy expertise. FirstTech is our award winning, highly experienced technical services team. They provide comprehensive technical support to financial advisers across a broad range of advice areas, including transition-to-retirement, retirement and aged care strategies.

The team includes a number of recognised industry experts with in-depth knowledge of a number of complex advice areas and won the Wealth Insights Service Level survey for Best Technical Support for 2021.

FirstTech offers you a range of support and tools:

Technical enquiry service

Whether you have a one-off question or want to explore a strategy, you can access our team’s award-winning expertise via our phone or email enquiry services.

FirstTech Technical Guides

FirstTech produce a number of comprehensive technical reference guides on a range of topics such as superannuation & retirement income streams, and self-managed super funds, as well as a range of quick reference guides.

There are also guides on specialist retirement topics like aged care, social security and DVA payments.

FirstTech Pocket Guide

FirstTech produce a handy pocket guide that contains all the super, tax and social security rates and thresholds that you need in one place.

FirstTech App

This free app for your mobile phone or tablet gives you easy access to the latest rates and thresholds. It also includes a quick and easy Age Pension calculator.

FirstTech Monthly – keep up-to-date with the latest technical information

FirstTech Monthly is our easy-to-read monthly email providing you with the latest technical news, strategy articles, did you knows, videos and podcasts. You can also gain CPD points by completing a short quiz.

FirstTech Podcasts

Stay up-to-date with the latest industry news while on the go by listening to FirstTech podcasts, available on Apple and Spotify.

For details on how to access FirstTech’s extensive resources or to contact the team directly:

  1. Contact your BDM
  2. Log onto FirstNet Adviser via cfs.com.au and visit the FirstTech page
  3. Contact us on 13 18 36 and ask to speak to FirstTech.

Discover more reasons to choose CFS

The content displayed on this page is intended for financial advisers only