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CPD points: 0.50
In this webinar, Brock Jeffery Warren, Director, Alliances and Multi Assets at Colonial First State, is joined by Chetan Soorkea, Assistant Portfolio Manager, and Ritesh Prasad, Multi Sector Portfolio Manager, to discuss the design and evolution of the CFS SMA Suite. The session explores how changing market conditions, increased regulatory scrutiny and adviser efficiency needs have shaped a more integrated, multi asset approach to portfolio construction, risk management and governance. The discussion outlines the rationale behind the three SMA options, Index, Flex and Apex, and how they are designed to support different client needs while enabling efficient transitions over time.
If you missed the live session, you can watch the on demand video above and complete the CPD quiz to have your CPD points delivered directly to your inbox.
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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. CFSIL is also the administrator, custodian and responsible entity of the Colonial First State Managed Account ARSN 618 390 051, available for investment through CFS Edge super, pension and investment products.
The information on this webpage is based on current requirements and laws as at 9 April 2026. While all care has been taken in preparing the information contained in this webpage (using reliable and accurate sources), to the extent permitted by law, no one including AIL and/or CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. 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), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) before making any recommendations to a client. The FirstChoice PDS and FSG can be obtained at www.cfs.com.au or by calling us on 13 13 36, the CFS Edge, PDS, IDPS Guide and FSG can be obtained from cfs.com.au/cfsedge or by calling us on 1300 769 619.