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CFS Edge
Get a leading edge on your investment portfolio
CFS Edge is our newest and most dynamic wealth management platform. With access to an extensive range of investment options, comprehensive reporting, and sophisticated tax management facilities you and your adviser can design a portfolio to suit your investment and retirement needs.
Experience you can trust
We’ve been helping Australians work towards a better financial future for over 30 years
Engage like never before
Easily keep track of your investments and manage your account/s online via the CFS Edge investor portal or mobile app
A world of opportunity
Whether you're looking to invest locally or internationally, your adviser can help you unlock the full potential of CFS Edge
Unlock your investment potential
CFS Edge is our newest and most dynamic wealth solution, combining local expertise with leading global technology.
Over 30 years of investment experience
Our Australian call centre has been rated 9/10 by our customers in 2023 #
Over $140 billion of funds under management **
Engage like never before
Through the investor portal, we've made it easy for you to monitor the performance of your investments, review your transaction history, securely share documents, manage beneficiaries and authorise changes initiated by your adviser.
And the CFS Edge mobile app makes it easy for you to view and keep track of your CFS Edge Super, Pension and Investments accounts on the go.
Download the CFS Edge app
The CFS Edge app makes it easier for you to view and keep track of your CFS Edge Super, Pension and Investments accounts on the go.
To access the app, you must have an active CFS Edge account.
The power of financial advice
Your adviser can help you unlock the full potential of CFS Edge.
If you don't have an adviser, use our find a financial adviser tool to find an adviser local to you.
Offer documents and member information
We work hard to keep your money safe and secure
Multi-factor authentication
To give your data an added layer of protection.
Scam and fraud monitoring
To keep your identity and money safe.
Certification and encryption
To ensure our platforms operate with the highest level of security.
Unleash in ways you never thought possible
Get in touch
Get in touch with us online or call us
8:30am to 6pm AEST Monday to Friday.
Find a financial adviser
Use our tool to find professional financial advice,
local to you.
Download mobile app
Track your balance and see your
transactions history from anywhere.
# CFS Contact Centre surveyed over 16,000 members in the last financial year and 82.6% of them rated a 9 or 10 out of 10 for our service.
** As at 30 June 2023
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. 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.
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 FSG can be obtained from www.cfs.com.au or by calling us on 1300 769 619.
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