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Whether you want your managed accounts to be hands-on, hands-off, or somewhere in the middle, we have a solution to meet the specific needs of your business and your clients.

But which solution will work best in your unique situation and how do you decide? We know that not all managed account solutions are built the same so it’s important to speak to someone to help review the options available and your needs.

Are they to showcase your investment capability by selecting and building portfolios for your clients, or choosing from a range of professionally-managed portfolios, or is it something totally bespoke – learn more about our CFS managed account solutions.

FLEXIBLE PORTFOLIO MANAGEMENT SOLUTIONS FOR EVERY BUSINESS

 

Regardless of the solution you choose, by using managed accounts with your clients you can transform the way you do business. With less time spent on administration and chasing up clients to approve portfolio changes, you will be able to focus on more valuable activities. You can use this time to have meaningful, value-adding conversations with your clients – or to follow up new opportunities to grow your business.

HOW CAN MANAGED ACCOUNTS HELP?

HOW CAN MANAGED ACCOUNTS HELP?

READY TO START THE CONVERSATION?

If you're interested in managed accounts but don't know where to begin, or as a licensee you're ready to discuss your requirements, contact your Colonial First State Business Development Manager to start a conversation.

Adviser use only
Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. CFSIL also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments, other than FirstRate Saver and FirstRate Term Deposits which are products of the Commonwealth Bank of Australia ABN 48 123 123 124, AFS Licence 234945 (CBA).

This information has been prepared by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL). AIL is the operator of a number of investor directed portfolio services (IDPS’), is the trustee of a number of superannuation funds, and provides custodian and/or administration services in relation to superannuation, IDPS, IDPS-Like and managed discretionary account (MDA) products. AIL provides platform administration services and reporting services. The investment performance and the repayment of capital of CFSIL and AIL products is not guaranteed.


The Trust Company (RE Services) Limited ABN 45 003 278 831, AFSL 235150, is the responsible entity for the Colonial First State Separately Managed Account ARSN 618 390 051, available for investment through FirstWrap super and pension products and investments under FirstWrap.

While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including AIL, nor any related parties, their employees or directors, accepts responsibility for any loss suffered by any person arising from reliance on this information. This document contains general information for adviser use only and is not to be handed to any investor. It does not take into account any person’s individual objectives, financial situation, needs or taxation circumstances. You should read the relevant Product Disclosure Statement (PDS) (FirstChoice and FirstWrap), Financial Services Guide (FSG) or Investor Directed Portfolio Service Guide (IDPS Guide) (FirstWrap only) before making any recommendations. Clients should read the relevant PDS, FSG or IDPS Guide before making an investment decision and consider talking to a financial adviser. Clients can obtain FirstChoice PDSs and the FSG from www.cfs.com.au or by calling 13 13 36 and FirstWrap PDSs, FSGs and IDPS Guides from their adviser. This document cannot be used or copied in whole or part without our express written consent.

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