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Unleash your business potential with FirstChoice

#1 ‘Value for Money’ platform in Australia 10 years running*

Easy to do business with

Easy to do business with

Our 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 competitors2 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. 

See how FirstChoice can unleash your business potential

Fast client onboarding

Quote from financial adviser Belinda Barclay: "It's so much easier than competitor solutions"

Our new client onboarding experience can save you up to 80% of time and integrates with Xplan.

 

How we've made client origination pain free

 

Client consent made easy, accepting e-signatures from 15 different providers.

 

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

FirstChoice managed accounts still at no additional cost

Laptop screen that shows managed accounts at no extra cost

Top investment consultants and researchers including Lonsec, Morningstar and Zenith, with a further four added since 2022.

 

Access 50+ specialist portfolios.

 

Over $8 billion in FirstChoice managed accounts, which is more than a 250% increase over two years as at January 2024.

 

How FirstChoice managed accounts can lower the cost of advice and reduce admin

More high-quality investment options

New investment choices

New investment choices

50+ new investment options including exposure to ETFs added since 2021.

 

Over 80% of the 190+ investment options available are rated 'Recommended or higher' by major research houses.4  

 

Access over 70 well-respected Australian and international investment managers, now including GQG Partners, Royal London, Janus Henderson and DNR Capital.

 

 

Strong, long-term performance

Strong, long-term performance

We've strengthened our investment team with key appointments to enable better decision making and better investment outcomes for our customers. 

Strong returns for our FirstChoice Wholesale Investments members including CFS Thrive+ Sustainable Growth fund 11.03% and CFS Enhanced Index Growth fund 11.15% over the year to 30 April 2024.5 

  

18 investment options with annualised double-digit returns over 10 years as at January 2024.6

Get in touch with our local Business Development team

FirstChoice - The award-winning platform

FirstChoice was ranked #1 by advisers across four categories in the 2024 Wealth Insights Service Level Report, including Value for Money for the 10th year in a row. 7

Wealth Insights

FirstChoice ranked #1 for Value for Money 2015-2024

Wealth Insights

FirstChoice ranked #1 in Ease of Doing Business 2024

Wealth Insights

FirstChoice ranked #1 in Administration Support 2021-2024

FirstChoice 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

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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*Wealth Insights Platform Service Level Reports 2015-2024.

 

2 Source: Chant West Super Fund Fee Survey as at 31 March 2024. Fees are compared for a $50,000 balance. Fees may change in the future which may affect the outcome of the comparison.

 

3 Source: CFS. Reducing FirstChoice account set up time by up to 80% is an estimate based on setting up two FirstChoice Wholesale Personal Super and a joint FirstChoice Wholesale Investment account for a family client.

 

4 Source: Research ratings by Lonsec, Morningstar and Zenith as at January 2024. Bronze, Silver and Gold Morningstar ratings are equivalent to 'Recommended or higher'. Past performance is no indication of future performance. 

 

5 These returns are for the FirstChoice Wholesale Pension portfolio as at 30 April 2024, after ongoing fees and expenses. Past performance is no indication of future performance. Consider the relevant PDS and FSG before making any recommendations to a client.

 

6 As at January 2024. Past performance is no indication of future performance.

 

7 Past performance or awards is no indication of future performance.

 

 

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.