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Here’s a quick wrap-up of changes we’ve made in December as we continue to action insights from advisers and develop core features on CFS Edge.
Recent platform enhancements
We've introduced enhancements driven by your feedback, delivering improvements that simplify everyday processes and strengthen the overall experience.
Highlights include:
- Ability to prepare advice fee consent documentation in advance of your client meetings, as part of the onboarding process.
- Reduced volume of client notifications freeing up client inboxes and preventing unnecessary concerns being escalated to you.
- Improved visibility of work in progress on your client’s accounts and workflow flexibility.
- Better performance reporting for simpler client conversations.
- Streamlined experience when converting from transition to retirement to account based pensions.
Access a detailed pack on these changes on the Edge Adviser Hub. We've also prepared a short pack to support you in your conversations with clients.
Actioning insights from advisers and developing core features on CFS Edge remains our number one priority, with more enhancements to come through the second half of the calendar year.
CFS Edge Essentials
Register for our remaining Edge Essentials webinars in January 2026 here to learn more about the recent enhancements to CFS Edge.
Contact us
If you have any questions or would like more information about these enhancements, please contact your local Business Development Team or call us on 1300 769 619, Monday to Friday, 8:30am - 6pm Sydney time.
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For adviser services contact us 8:30am - 6pm (Sydney time) Monday to Friday.
FirstTech: 9am - 5:30pm Monday to Friday.
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Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 and issuer of CFS Edge Super and Pension. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the Investor Directed Portfolio Service (IDPS) operator, administrator and custodian of the Avanteos Wrap Account Service and issuer of CFS Edge Investments.
This webpage is based on current requirements and laws as at 22 January 2026. While all care has been taken in preparing the information contained in this document (using reliable and accurate sources), to the extent permitted by law, no one including AIL and CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. This document 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), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) before making any recommendations to a client. The PDS, IDPS Guide and FSGs can be obtained via cfs.com.au/cfsedge or by calling us on 1300 769 619.