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Exceed client expectations to propel business growth
Solutions for every client
Meet diverse client needs while harnessing the scale of CFS to reduce investment costs.
Comprehensive expertise
Access portfolio construction and trading expertise, combined with leading technology, for superior client outcomes.
Enduring partnership
Reduce complexity with a robust managed account solution, and be supported by a team committed to your continued success.
See our new digital performance reports
CFS FirstChoice
View performance for over 90 Specialist managed accounts from Australia’s top portfolio managers and researchers, helping to lower the cost of advice and reduce compliance burden.
CFS Edge
Get access to performance reports for over 170 Signature managed accounts from quality investment managers on one contemporary platform and transform the way you do business.
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.
FirstChoice managed accounts with no additional cost to your clients
The flexibility of a managed account combined with the simplicity and efficiency of FirstChoice.
International investing through managed accounts
Understand why international markets mean more opportunity
Discover the role managed accounts play in removing the complexities of international investing
Deep dive into the well-known international managers selected based on their capabilities, experience and track record
There’s a reason why advisers have over $20bn invested in managed accounts with CFS.
FirstChoice managed accounts
Access over 90 specialist portfolios from Australia’s top portfolio managers and researchers, helping to lower the cost of advice and reduce the compliance burden.
Additionally, licensees can design their own tailored portfolios, all at no extra cost.
CFS Edge managed accounts
Choose from over 170 Signature managed accounts from quality investment managers on a contemporary platform.
Alternatively badge a Signature portfolio or partner with experts to build a tailored solution which reflects your unique investment philosophy and value proposition.
CFS managed portfolios
With over 35 years of experience and $80 billion in funds under management, CFS Investments has a proven track record of helping advisers optimise portfolio performance and navigate market complexities.
Leverage the expertise of CFS Investments through nine diversified managed portfolios.
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For adviser services contact us 8:30am - 6pm (Sydney time) Monday to Friday.
FirstTech: 9am - 5:30pm Monday to Friday.
Adviser use only
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is 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.
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 can find the Target Market Determinations (TMD) for our financial products at www.cfs.com.au/tmd which include a description of who a financial product might suit. 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. The PDS, IDPS Guide and FSG can be obtained from www.cfs.com.au or by calling us on 1300 769 619.