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Here’s a quick wrap-up of enhancements we’ve made in October as we continue to action insights from advisers and develop core features on CFS Edge.
CFS Edge annual statements
Annual statements for investment accounts are available in CFS Edge.
Wrap tax statements for 2024-25
2024–25 wrap tax statements began mailing to clients progressively from mid-October. The statements will be uploaded to the Wrap platform for you to access as they're mailed.
Members who transferred to CFS Edge will receive an additional statement for the period of 19 April-30 June relating to their new account. These will be issued from mid-October when other CFS Edge members get their statements and will also be available for you to access on CFS Edge.
2023/24 Wrap statements now available on CFS Edge
You can now access the following documents on CFS Edge:
- Closure letters i.e. exit statements
- IDPS statements for 2023-24
- IDPS annual tax statements for 2023-24, including any revised statements
- Super member benefit statements for 2023-24
CFS Edge Essentials recap
In case you missed our recent CFS Edge Essentials training webinars, a recording of each module is available via the Need Help menu in CFS Edge - to access the videos, open the Training and education resources folder, then select the Videos folder.
Contact us
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.
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.
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 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 can find the Target Market Determinations (TMD) for our financial products at 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), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) before making any recommendations to a client. The PDS, IDPS Guide and FSG can be obtained from www.cfs.com.au or by calling us on 1300 769 619.