CFS Retirement Advantage™

Grow your retirement book, not your operational complexity

Curated retirement solutions for every stage, strategy and client need – with technology, product and service working as one. 

 

Design the strategy, model the impact and deliver it seamlessly, so your growth is never capped by process. 

Your ambition. Backed by more.

A wider retirement offer should expand what your practice can do, not add to what your practice has to manage. 

Build retirement strategies

Explore approaches across accumulation, transition, income, longevity and legacy. 

Access technical expertise

Access FirstTech guides, webinars and specialist support to navigate retirement, tax and social security complexities.

Model and demonstrate advice

Compare pathways, illustrate impacts and support clearer client conversations.

Grow your retirement expertise

Use education, insights and business support to embed retirement advice at scale. 

Find products and solutions

Explore the retirement suite and understand where each solution may fit. 

Implement and service clients

Move from recommendation to execution with platform, BDM and service support. 

Model and demonstrate advice 

Implement and Service Clients

We also have relationships with major advice technology providers to create a smoother, more connected onboarding experience. The result is less administration for advisers and more time spent delivering value to clients.

Client friendly

Ready to talk retirement?

Leave your details below and we’ll connect you with the right person. 

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.

Find a BDM

Need more information or support?

 

Adviser login

Sign into our platforms.

 

Adviser Use Only

Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee and issuer of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer and Investor Directed Portfolio Services (IDPS) operator and administrator of investment products.  
  

 

Information on this webpage is current requirements and laws as at 25/05/2026. While all care has been taken in preparing the information contained on this webpage (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. Information on 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 PDS, IDPS Guide and FSGs can be obtained via cfs.com.au/cfsedge or by calling us on 1300 769 619.