Our unique mandate structure delivers a fast T+1 transaction speed allowing your client’s money to be moved more quickly than a traditional mastertrust.
One of the lowest admin fees compared to key competitors2 and one all-inclusive management cost for each option in FirstChoice Wholesale, plus portfolio rebates for larger balances.
Award-winning service from our local contact centre and support teams (Adviser Ratings Finalist, Best Client Experience, 2023) plus one of the largest BDM networks in Australian retail super.
50+ new investment options including exposure to ETFs added since 2021.
Over 80% of the 190+ investment options available are rated 'Recommended or higher' by major research houses.4
Access over 70 well-respected Australian and international investment managers, now including GQG Partners, Royal London, Janus Henderson and DNR Capital.
We've strengthened our investment team with key appointments to enable better decision making and better investment outcomes for our customers.
Strong returns for our FirstChoice Wholesale Investments members including CFS Thrive+ Sustainable Growth fund 11.03% and CFS Enhanced Index Growth fund 11.15% over the year to 30 April 2024.5
18 investment options with annualised double-digit returns over 10 years as at January 2024.6
FirstChoice was ranked #1 by advisers across four categories in the 2024 Wealth Insights Service Level Report, including Value for Money for the 10th year in a row. 7
FirstChoice ranked #1 for Value for Money 2015-2024
FirstChoice ranked #1 in Ease of Doing Business 2024
FirstChoice ranked #1 in Administration Support 2021-2024
Access the following award winning funds through FirstChoice recognised by Morningstar and Lonsec fund manager of the year awards.
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
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
Find the latest information about our products. View product updates
For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.
*Wealth Insights Platform Service Level Reports 2015-2024.
2 Source: Chant West Super Fund Fee Survey as at 31 March 2024. Fees are compared for a $50,000 balance. Fees may change in the future which may affect the outcome of the comparison.
3 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.
4 Source: Research ratings by Lonsec, Morningstar and Zenith as at January 2024. Bronze, Silver and Gold Morningstar ratings are equivalent to 'Recommended or higher'. Past performance is no indication of future performance.
5 These returns are for the FirstChoice Wholesale Pension portfolio as at 30 April 2024, after ongoing fees and expenses. Past performance is no indication of future performance. Consider the relevant PDS and FSG before making any recommendations to a client.
6 As at January 2024. Past performance is no indication of future performance.
7 Past performance or awards is no indication of future performance.
8 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
9 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/
Adviser use only
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.
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) 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. Past performance is no indication of future performance.