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Unleash practice efficiency with FirstChoice
Voted #1 for Adviser Servicing and Momentum at the Super Fund of the Year Awards 2024.
We’re investing in FirstChoice to maximise your efficiency
Up to 80% faster client onboarding*
Smart integration with Midwinter, Morningstar AdviserLogic and Xplan. Straight-through processing1 available with digital consent.
Discover portfolio
efficiencies
There's a reason advisers invested over $15bn in CFS managed accounts; with $4bn growth in FirstChoice Managed Accounts in the last year.2
Boost business
profitability
On average CFS FirstChoice advisers serve 24% more clients compared to other platforms.3
Advice practice profitability report
“By far CFS is the easiest platform to navigate. You have great functionality, while keeping things as simple and straight forward as possible.”
"CFS have a very straightforward application process which can be easily uploaded. Once paperwork is lodged the turnaround for an account opening is very prompt.”
FirstChoice Business Optimisation
Book a review of your operational setup with our dedicated implementation service
for FirstChoice advisers (new and existing) and discover efficiency opportunities today.
Don't just take our word for it
SuperRatings
Colonial First State 2025 winner of Adviser Servicing and Momentum^.
Wealth Insights
Wealth Insights
FirstChoice ranked #1 for Value for Money 2015-2024
Wealth Insights
FirstChoice ranked #1 in Ease of Doing Business 2024
Wealth Insights
FirstChoice ranked #1 in Administration Support 2021-2024
Award winning funds through FirstChoice recognised by Morningstar and Lonsec fund manager of the year awards.
Morningstar fund manager of the year awards – March 20245
Fund Manager of the Year – Global Equities: Ironbark Royal London Concentrated Global Share
Fund Manager of the Year – Fixed Interest: Bentham Global Income
Fund Manager of the Year – Real Assets: Quay Global Real Estate
Lonsec fund manager of the year awards – June 20246
Alternatives Fund of the Year: Aspect Diversified Futures
Australian Small Cap Equity Fund of the Year: OC Premium Small Companies
Global Equity Fund of the Year: GQG Partners Global Equity
Australian Fixed Income Fund of the Year: Yarra Enhanced Income
Responsible Investment Fund of the Year: Nanuk New World
Zenith fund manager of the year awards – October 20247
Global Real Estate Investment Trust: Quay Global Investors
Global and Diversified Fixed Interest: PIMCO
Multi Asset - Real Return: Perpetual Investment Management Limited
International Equities: Alternative Strategies - Acadian Asset Management LLC
International Equities – Global: GQG Partners
Sustainable and Responsible Investments – Income: Pendal Institutional Limited
Sustainable and Responsible Investments – Growth: Alphinity Investment Management
Fund Manager of the Year: GQG Partners
Unleash in ways you never thought possible
Get in touch
For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.
* Source: CFS. Reducing FirstChoice account set up time by up to 80% is an estimate based on setting up two FirstChoice Wholesale Personal Super and a joint FirstChoice Wholesale Investment account for a family client.
^ Source: 2024 Advice practice profitability report
1 Straight-through processing for account origination, additional admin tasks such as direct debits, rollovers, and applying different processes will require manual intervention.
2 Source: CFS Managed Accounts and FirstChoice Managed Accounts as at 31 January 2025.
3 Source: Primary CFS FirstChoice users compared to users of other platforms – Empower Business Advisory Study – 2024 Advice practice profitability report
4 Past performance or awards is no indication of future performance.
5 2024 Morningstar Australia Awards for Investing Excellence in Australia https://newsroom.morningstar.com/newsroom/news-archive/press-release-details/2024/Morningstar-Announces-Winners-for-2024-Morningstar-Awards-for-Investing-Excellence-in-Australia-/default.aspx
6 2024 Money Management Fund Manager of the Year Awards https://www.lonsec.com.au/2024/06/14/money-management-36th-annual-fund-manager-of-the-year-awards-2024-winners-announced/
7 2024 Zenith Fund Awards https://www.zenithpartners.com.au/zenith-fund-awards-2024/see-our-2024-winners/
8 The rating is issued by SuperRatings Pty Ltd ABN 95 100 192 283 (SuperRatings) a Corporate Authorised Representative (CAR No.1309956) of Lonsec Research Pty Ltd ABN 11 151 658 561, AFSL No. 421445. Ratings are general advice only and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and SuperRatings assumes no obligation to update. SuperRatings use proprietary criteria to determine awards and ratings and may receive a fee for the use of its ratings and awards. Visit superratings.com.au for ratings information. © 2024 SuperRatings. All rights reserved.
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is 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 responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments.
Information on this webpage is provided by AIL and CFSIL. It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at https://www.cfs.com.au/tmd which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36.