FirstChoice Managed Accounts
FirstChoice Managed Accounts Specialist Portfolios are available on the FirstChoice Personal Super and Pension products at no extra costs to you or your clients.
There is a variety of Specialist Portfolios available to cater for a range of client objectives and risk appetites - the Specialist Portfolios constructed and reviewed by well-known investment professionals such as Lonsec, Morningstar, Zenith with portfolio changes implemented and administered on your account by us.
As of February 2022, we have added five new portfolios from AZ Sestante to join our suite of FirstChoice Managed Accounts Specialist Portfolios.
You can learn more about the available Portfolio Consultants below and access details of the each portfolio, including performance, by following the link to their website.
The right support
We’re on hand to help make the transition to Specialist Portfolios as smooth as possible. You can learn more about Specialist Portfolio and how they can help your business.
Things you should know
Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer of FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension, FirstChoice Employer Super offered from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. This document is based on the understanding of current regulatory requirements and laws as at September 2021. 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 CFSIL accepts responsibility for any loss suffered by any person arising from reliance on this information. This document provides information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from www.cfs.com.au or by calling us on 13 18 36.
The content displayed on this page is intended for financial advisers only