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Outstanding investment performance

CFS outpaces industry and retail funds in 2023-24


Power your practice with CFS platforms

Power your practice with CFS platforms

Choose the platform that works best for you and your clients with FirstChoice and CFS Edge.

 

 Access some of the world’s best investment minds

Access some of the world’s best investment minds

Tap into the collective brain power of our leading experts and fund managers.

 

 Experience award-winning support

Experience award-winning support

Elevate your advice practice with FirstTech, rated #1 tech support 11 years running. *

 

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Managed accounts with 0% admin fees CFS Edge Accelerate 100

Harness the power of zero admin fees, zero clunky rebates and zero full menu restrictions


FirstChoice seamlessly integrates with Xplan

Fast client onboarding

FirstChoice’s new client onboarding experience can save you up to 80% of time and integrates with advice planning software.*

Viridian has become a cornerstone client of CFS Edge

"We like CFS' continued investment in technology to transform the way advice is delivered."

 

Raamy Shahien, Joint CEO of Viridian Advisory

Know you’re partnering with the best

Wealth Insights

FirstChoice ranked equal #1 for 
Overall Satisfaction 2023

Canstar

Provider of the Year Managed Funds
2019 - 2024

Wealth Insights

FirstChoice ranked #1 for Value for 
Money 2023

Let us do the hard work for you

 

We have a nationwide team of BDMs ready to service your business

 

FirstTech provides comprehensive support materials advisers say they can’t live without

 

Our investment experts provide market performance updates and unpack what’s driving it

How can we help you today?

How can we help you today?

CFS FirstTech

The best tech support in the industry, helping you cut through the complexity.

 

Major changes to residential aged care from 1 July 2025

Proposed changes to residential aged care have important financial planning implications, as fees and charges under the new rules will be higher for many people accessing aged care from 1 July 2025. 

 

 

 

 

Major changes to home care from 1 July 2025

A new program called 'Support at Home' is proposed to replace the Home Care Packages program from 1 July 2025. Support at Home will have a new fee structure where recipients pay a fee for service.

 

 

 

 

Tax on super death benefits to estate v beneficiary

Two options are available when paying lump sum super death benefit to a non-tax dependent such as an adult child - directly from the deceased's super fund or indirectly through the deceased's estate. 

 

This article looks at the different financial outcomes that can arise depending on which option is utilised. 

CFS 10x

For growing and evolving businesses, we partner with you to solve the business challenges that matter most to you.

Helping you to elevate your business

Helping you to elevate your business

Access the tools you need to attract, develop and retain your best talent.

Professional Year by <br>CFS

Professional Year by
CFS

Access to education and a dedicated community for Professional Year advisers.

Centre Stage <br>masterclasses

Centre Stage
masterclasses

Learn from inspirational leaders, who encourage you to think differently. 

Unleash in ways you never thought possible

Get in touch

For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.

Find a Business Development Manager

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*Wealth Insights Platform Service Level Reports - CFS First Tech team was rated #1 by Wealth Insights for Technical Support every year since 2013.

 

Adviser use only. Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468. It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances.  You should read the relevant Product Disclosure Statements (PDSs), Investor Directed Portfolio Service Guides (IDPS Guides) and Financial Services Guides (FSGs) before making any recommendations to a client. The PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36. Past performance or awards are no indication of future performance.