Managed accounts
Whether you want your managed accounts to be hands-on, hands-off, or somewhere in the middle, we have a solution to meet the specific needs of your business and your clients.
Boost business performance
On average, advisers save 17.1 hours a week by using managed accounts.1 Save time on research, records of advice, portfolio implementation and paperwork. 41% of advisers using managed accounts found them to be an appropriate way to meet client best interests.2
Access expert portfolio management
Whether off-the-shelf or custom-built, access quality portfolio managers. Tap into a risk-managed professional portfolio management solution without the administrative and compliance burden. Gain access to efficient and consistent portfolio implementation and rebalancing.
Transform your value proposition
45% of advisers using managed accounts said they had greater focus on client goals.3 Attain increased frequency and improved quality of client engagement. 82% of advisers using managed accounts found benefits to their value proposition.4
Managed account options
Separately managed accounts (SMA)
An SMA is a non-unitised managed investment scheme that can offer a range of portfolios with exposure to different asset classes and investment styles, from single sector Australian shares to a fully diversified portfolio. Portfolios are designed for broad client usage but may be customised to meet individual ethical, social, tax or income needs.
Managed discretionary accounts (MDA)
An MDA is a financial service that facilitates the delivery of a discretionary non-unitised portfolio that is typically run on a platform using portfolio construction and rebalancing tools.
Trustee managed accounts
A trustee managed account is an investment service whereby a combination of investments is selected and managed by the trustee in consultation with an adviser’s dealer group or a portfolio consultant.
Model portfolios
Although not a managed account, adviser model portfolios enable the efficient delivery of personal advice through portfolio construction and rebalancing tools.
Managed account investing with CFS
CFS Edge managed accounts
Designed with managed accounts at its core, CFS Edge offers global-leading technology, investment flexibility, and unrivalled service – putting you in complete control.
CFS FirstChoice Managed Accounts
A simple, professional portfolio management solution that gives your clients access to some of Australia’s top asset consultants and researchers – with no additional platform or implementation costs.
Licensees can design portfolios for exclusive use by their clients, bringing efficiencies in portfolio management while benefiting from multiple layers of investment governance – with no additional platform or implementation costs.
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
Unleash in ways you never thought possible
Get in touch
For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.
1January 2023 Managed Accounts Report, Investment Trends Pty Ltd, Executive summary, page 10, Section 1.2
2January 2023 Managed Accounts Report, Investment Trends Pty Ltd, page 45, Question 18: “What do you see as the benefits of recommending managed accounts?”
3January 2023 Managed Accounts Report, Investment Trends Pty Ltd, Executive summary, page 10, Section 1.2
4January 2023 Managed Accounts Report, Investment Trends Pty Ltd, page 45, Question 18: “What do you see as the benefits of recommending managed accounts?”
January 2023 Managed Accounts Report, Investment Trends Pty Ltd
Report released: March 2023. Report based on a quantitative online survey of financial advisers between November 2022 and January 2023. Sample size n=632 financial advisers. Copyright Investment Trends 2023.
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.