Specialist portfolios
FirstChoice managed accounts
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
Specialist portfolios designed by Australia’s top professional investment consultants and researchers.
Value
Portfolios available on FirstChoice at no additional cost to you or your clients.
Efficiency
The flexibility, convenience and transparency of a managed account – with the simplicity and efficiency of FirstChoice.
View the benefits
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
Learn more about specialist portfolios and performance and the range of FirstChoice managed accounts specialist portfolios.
Unleash in ways you never thought possible
Get in touch
For technical enquiries contact us
18 - 20 December 8.30am to 5pm AEST
21 - 22 December, 9am to 3pm AEST
27 - 29 December, 9am to 3pm AEST
2 - 5 January, 8.30am to 5pm AEST
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.
Information on this webpage is provided by AIL and CFSIL. It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at https://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) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36.