Choose the platform that works best for you and your clients with FirstChoice and CFS Edge.
Tap into the collective brain power of our leading experts and fund managers.
Elevate your advice practice with FirstTech, rated #1 tech support 11 years running. *
"We like CFS' continued investment in technology to transform the way advice is delivered."
Raamy Shahien, Joint CEO of Viridian Advisory
FirstChoice ranked equal #1 for
Overall Satisfaction 2023
Provider of the Year Managed Funds
2019 - 2024
FirstChoice ranked #1 for Value for
Money 2023
The best tech support in the industry, helping you cut through the complexity.
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.
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.
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.
For growing and evolving businesses, we partner with you to solve the business challenges that matter most to you.
Access the tools you need to attract, develop and retain your best talent.
Access to education and a dedicated community for Professional Year advisers.
Learn from inspirational leaders, who encourage you to think differently.
For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.
*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.