Suggested Search
Here’s a quick wrap-up of changes we’ve made in January and February as we continue to action insights from advisers and develop core features on CFS Edge.
Progressive cash withdrawals on sell transactions
You can now access funds from managed accounts more quickly by initiating a sell transaction. Effective from Monday 16 February, CFS Edge now progressively moves cash from a managed account sell transaction into the main cash account as individual asset sell downs occur and cash becomes available.
For clients with buy investment strategies in place, you’ll need to pause these before initiating the sell transaction to prevent the cash being automatically reinvested.
One-off cash withdrawals
If you don’t need to access the cash quickly, you can complete a one-off cash withdrawal as you do today.
If you’re completing a one-off cash withdrawal for a super or pension account and selecting a managed account as part of the sell, you’ll need to pause any reinvestment strategies for the client before initiating this transaction.
Later this year, we’ll make additional enhancements to the withdrawal process.
Running cash balance
We've reinstated the running cash balance on the cash transaction screen, allowing you to easily track the cumulative cash position without relying on external reports.
Performance reporting
We've reverted a recent change so that the default reporting display is of performance results before fees and tax.
Contact us
Organise a CFS Edge consultation for your practice to learn how you can benefit from CFS Edge. Book now.
We're here to help
Get in touch
For adviser services contact us 8:30am - 6pm (Sydney time) Monday to Friday.
FirstTech: 9am - 5:30pm Monday to Friday.
Adviser use only
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 03 March 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.