CFS's award-winning platform provides a simple, fast and efficient solution for advisers. Give your clients a market-leading experience tailored to their individual needs using our flexible features and bundled fee structures.

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Pain-free set up

 

FirstChoice's new data integration with Xplan makes client origination pain free. Don’t use Xplan? You can still save time.

 

Unparalleled Efficiency

Unparalleled Efficiency

FirstChoice’s unique mandate structure delivers a fast T+1 transaction speed allowing your client’s money to be moved more quickly than a traditional mastertrust. 

 

 

Outstanding value

Outstanding value

One of the lowest admin fees compared to key competitors1 and one all-inclusive management cost for each option in FirstChoice Wholesale, plus portfolio rebates for larger balances. 

 

 

Award-winning service

Award-winning service

Award-winning service from our local contact centre and support teams (Adviser Ratings Finalist, Best Client Experience, 2023) plus one of the largest BDM networks in Australian retail super.

 

Less admin, faster processing

Next-day redemptions with transaction processing in T+1

Two-minute switching with our best-in-class switching tool

Pre-populated client details for over 20 commonly used forms

Real-time account balance view for clients through the CFS mobile app

Investment options for any client

Diversified index – low-cost index investing from world-class investment managers

Multi-manager – actively managed multi-sector and single sector portfolios from more than 20 investment professionals

FirstChoice managed accounts specialist portfolios – let the experts do the work for you at no extra cost

Build a discretionary portfolio – more than 180 options available from over 70 institutional-grade investment managers

Sustainable investingCFS Thrive+ Sustainable Growth

Award-winning technical support

Free tools, resources, updates and events – the best tech support in the industry, helping you cut through the complexity

Fast updates – our FirstTech app gives you quick access to the latest rates and thresholds

Award-winning – ranked #1 for Technical Support 11 years in a row by Wealth Insights 

Access to leading education and expert insights

Helping you to elevate your business – access the tools you need to attract, develop and retain your best talent.

Professional Year by CFS – access to education and a dedicated community for Professional Year advisers.

Centre Stage masterclasses – learn from inspirational leaders who encourage you to think differently

FirstChoice's suite of products

FirstChoice Wholesale Personal Super

FirstChoice Wholesale Investments

FirstChoice Wholesale Pension

FirstChoice Employer Super

Annuities via FirstChoice

Find the latest information about our products. View product updates

Managed account investing with FirstChoice

Lower the cost of servicing your clients

Lower the cost of servicing your clients

FirstChoice managed accounts make professionally constructed portfolios accessible to a broad range of clients, with a structure that can lower the cost of delivering your advice.

 

Leave day-to-day portfolio management to the experts

Leave day-to-day portfolio management to the experts

Easy to administer – so you can focus on client servicing and delivering strategic advice.

 

 

 

Lower the cost of running your business

Lower the cost of running your business

Enjoy more efficient and scalable portfolio management and efficiencies in executing portfolio changes.

 

 

Rather than a one-size-fits-all approach to managed accounts, we offer different options to suit the needs of your business and your clients.

FirstChoice managed account specialist portfolios

Let the experts do the work for you, at no extra cost.

Find out more

FirstChoice licensee tailored portfolios

For advisers and licensees seeking professional portfolio management with trustee governance, while retaining control.

Find out more

FirstChoice - The award-winning platform

FirstChoice was ranked equal #1 by advisers across five categories in the 2023 Wealth Insights Service Level Report, including overall satisfaction for the second year in a row. 

Wealth Insights

FirstChoice ranked equal #1 for Overall Satisfaction 2023

Wealth Insights

FirstChoice ranked #1 in Value for Money 2018, 2022 and 2023

Wealth Insights

FirstChoice ranked #1 in Administration Support 2022 and 2023

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

Need more information or support? 

 

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1. Administration fees and costs are compared based on FirstChoice Wholesale Personal Super options (excluding FirstRate options) for a member balance of $50,000, effective 18 November 2023. It does not take into consideration investment fees and costs or transaction costs. Please see the PDS for these fees and costs.

 

Super Fund Average is based on the Chant West Super Fee Survey September 2023 that compares average fees by segments and across four investment risk categories. The segments are made up of Industry Funds, Public Sector Funds, Corporate Stand-Alone Funds, Corporate Master Trusts, Retail Master Trusts & Core Wraps and Wrap Accounts. Investment risk categories are made up of Conservative, Balanced, Growth and High Growth.

 

Chart constructed by CFS using data sourced from the Chant West Super Fee Survey September 2023 and is based on information provided to Chant West by third parties, that is believed accurate at the time of publication. Fees may change in the future which may affect the outcome of the comparison. Chant West may make adjustments to fees and costs for comparison purposes and therefore data may vary to other published materials.

 

 

For 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) 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. Past performance is no indication of future performance.