Our specialist portfolios can help you lower the cost of advice and reduce administration, giving you more time for client servicing and business development.

Expertise

Expertise

Specialist portfolios designed by Australia’s top professional investment consultants and researchers.

Value

Value

Portfolios available on FirstChoice at no additional cost to you or your clients.

 

Efficiency

Efficiency

The flexibility, convenience and transparency of a managed account – with the simplicity and efficiency of FirstChoice.

View the benefits

Our specialist portfolios help you lower the cost of advice and save time on admin, allowing you to spend more time with your clients and growing your business.

Cash bucket solution now available on FirstChoice

The new cash bucket solution is now available on FirstChoice Wholesale Personal Super, Pension, Transition-to-Retirement Pension and Investments to give you and your clients more control over their cash while still enjoying the benefits of managed accounts and auto-rebalancing.

How do specialist portfolios work?

Portfolio consultants, advisers and CFS work together to deliver and manage portfolios that cater for a range of client objectives and risk appetites.

 

Portfolio consultants

  • Build managed account portfolios
  • Monitor portfolios and recommend changes to CFS
  • Publish details on performance and portfolio changes

CFS

  • Reviews, approves and implements portfolios
  • Regularly realigns portfolios to clients’ desired weightings

Adviser

  • Designs advice strategy for client
  • Recommends appropriate managed account portfolio for client’s FirstChoice Wholesale Super or Pension account
  • Engages with client about their portfolio, usually without the admin burden of records of advice or transaction authorisations

How managed account specialist portfolios work?

What are the benefits of specialist portfolios?

For your clients

  • A professionally constructed investment portfolio, automatically rebalanced to client’s selected weighting and strategy
  • Peace of mind, knowing their portfolio is always up to date
  • Only pay the cost of the underlying investment options – no extra admin or implementation fees apply
  • Comprehensive reporting via CFS’s secure portal and mobile app
  • Less hassle and less paperwork when portfolio changes are made

For you

  • Access to resources and support from portfolio managers including research, ratings, fact sheets and historical performance
  • Access to FirstChoice managed accounts with no extra platform or implementation costs
  • Less time spent managing portfolio changes and reduced need to prepare lengthy RoAs
  • Reduced compliance burden on your business
  • A range of popular portfolio styles – each one constructed and reviewed by professional investment consultants and administered by CFS

Unleash in ways you never thought possible

Get in touch

For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.

Find a Business Development Manager

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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) before making any recommendations to a client. The PDS and FSG can be obtained from www.cfs.com.au or by calling us on 13 18 36.