CFS managed account portfolios
Enhance your advice proposition and empower your clients with CFS’ suite of managed account portfolios.
Leverage the skills and expertise of our respected investment professionals to optimise portfolio performance and navigate market complexities.
Managed account investing with CFS Edge
CFS Edge is the ultimate advice integration solution, designed to keep you at the frontier of advice.
Through CFS Edge’s innovative Accelerate 100 SMA's you can combine low-cost with sophisticated investment options in one single account, on one contemporary platform, all while taking advantage of zero admin fees1.
CFS Conservative Index
4 - Medium
Accelerate 100
(zero CFS Edge admin fees)1
CFS Diversified Index
5 – Medium to high
Accelerate 100
(zero CFS Edge admin fees)1
CFS Growth Index
6 - High
Accelerate 100
(zero CFS Edge admin fees)1
1 There are zero platform administration fees on Accelerate 100 managed accounts. Account keeping fees apply.
Unleash in ways you never thought possible
Get in touch
For technical enquiries contact us
8:30am – 6pm AEST 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. AIL is also the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. 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 responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale 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 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 CFS Edge PDS, IDPS Guide and FSGs can be obtained from www.firstwrap.com.au or by calling us on 1300 769 619 and FirstChoice PDSs and the FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36.