Partnervest offers an easy-to-use, competitively priced account to help you consolidate and manage your investments. This type of offering is referred to as a ‘wrap’, ‘platform’ or ‘administration service’. Partnervest offers a range of features including:
Wide range of investment choices
You can access a mix of investments that suit your needs. From the security of Term Deposits through to the growth prospects of Model Portfolios and Managed Funds, you can create your ideal investment portfolio tailored to your particular needs, objectives and risk profile.
Find out more about investment choices.
Add and withdraw funds
Unlike super, which is usually locked away until you retire, your money is not subject to preservation rules so you can easily add funds, make withdrawals, or adjust your Partnervest account to meet your changing needs.
Once your Partnervest account has been established you can withdraw funds or make additional investments from as little as $1,000, refer to the low investment minimums below for more information. You can also set up a regular investment or regular withdrawal plan with as little as $100 per month.
Keep track of your cash flows
The Cash Hub helps you easily track all transactions, including your deposits and withdrawals, income earned, sales proceeds, and fees.
Low investment minimums
The minimum amounts you need to invest are:
- $10,000 for Model Portfolios
- $1,000 for Managed Funds
- $5,000 for Term Deposits
You also need to maintain a balance of at least $2,500 in your Cash Hub at all times.
The income from your investments can be paid into your Cash Hub or, depending on your investment, maybe reinvested to further grow your balance.
Benefit from the experience of leading investment managers, each selected for their expertise in specific areas of investment. With our pre-mixed investment Model Portfolios, you can access a range of specialist investment managers or you can choose from a selection of individual Managed Funds.
Online access and reporting
Go online at any time to view your Partnervest account through the Secure Portal. You can check balances and transactions, invest or withdraw funds, change your investment allocations and download a wide range of reports – all from your computer, tablet or smart phone.
Reduce the paperwork
Online reports provide a consolidated view of your investments.
Choose from a range of reports including an annual tax statement that makes preparing your tax return easier.
Invest directly or with an adviser
You can invest directly into Partnervest, the Client Care Team will be able to assist you with your application. You can select your investments and manage your account through the Secure Portal.
We recommend that you read the Disclosure Documents prior to deciding whether to invest.
Franklin Templeton Australia Limited will be appointed as your Nominated Representative for the purposes of operating your account if you choose to invest directly without an adviser. If you invest through a non-IFS adviser, this adviser will be appointed as your Nominated Representative.
Click here for more information about your Nominated Representative and what they can do.
Whichever option you choose, you’ll always have access to our dedicated Client Care team, just call 1300 734 496.
Franklin Templeton Australia Limited is the investment manager, promoter and distributor of Partnervest. Franklin Templeton Australia Limited will receive fees and revenue for all of these services. The fees and costs of Partnervest are set out in the Disclosure Documents. Please also read the Financial Services Guide. Copies of these documents can be obtained on our website or by calling 1300 734 496.