The new FirstChoice client onboarding experience saves you up to 80% admin time2.
The same award winning service
Our award winning service has been recognised with the largest decrease and lowest volume in complaints last financial year compared to the top 10 super funds3.
Additionally, you can leverage the best tech support in the industry, FirstTech, helping you cut through the complexity4 and CFS 10x, partnering with practices to support and grow their business.
What’s next?
We continue to invest in FirstChoice to offer you new and better ways to work. It’s just the start of our ambition to make sure CFS remains one of the most competitive super and investments businesses in Australia.
1. Wealth Insights Platform Service Level Reports 2008-2023.
2. 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.
3. Source: Australian Financial Complaints Authority (AFCA) Datacube for the financial year ending 30 June 2023. The lowest volume of complaints on a per member basis go to AFCA last financial year and recorded the largest drop in volumes from the previous year when compared against the top 10 super funds by size.
4. Source: FirstTech has been awarded #1 Technical Support by Wealth Insights every year since 2013.
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.
Information in this email is based on current requirements and laws as at May 2024. While all care has been taken in preparing the information contained in this email (using reliable and accurate sources), to the extent permitted by law, no one including AIL and CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. This email 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) before making any recommendations to a client. The PDS and FSG can be obtained from www.cfs.com.au or by calling us on 13 18 36.
The investment performance and the repayment of capital of AIL or CFSIL products are not guaranteed.
