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Partnervest is a division of Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL No. 240827) which is a part of Franklin Resources, Inc.  (Franklin Resources, Inc., Partnervest, we, us and our) respect and are committed to protecting your privacy. We are bound by, and comply with, the Privacy Act 1988 (Cth) (Privacy Act). This Privacy Policy explains the way we collect, maintain and handle your personal information. This Privacy Policy applies to Franklin Resources, Inc. and its c...

 Terms of UsePlease read these Terms and Conditions of Use (these “Terms”) carefully. Your access or use of this website signifies that you understand and agree to be bound by these Terms. If you do not agree to be bound by or comply with these Terms, do not access or use this website.Partnervest Pty Ltd reserves the right, in its sole discretion, to change, modify, add, or remove portions of these Terms at any time. We suggest that you check these Terms periodically for changes. They can b...

Whistleblower The Treasury Laws Amendment (Enhancing Whistleblower Protections) Act 2019 (Cth) (Whistleblower Act) makes substantive amendments to the Corporations Act 2001 (Cth) and the Tax Administration Act 1953 (Cth) to provide significantly greater protections for whistleblowers in the corporate and financial sectors. These new amendments are designed to support and protect individuals who report misconduct and effective from 1 January 2020, the following Whistleblower Policy is applicable...

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Global investment management expertise Partnervest has selected Franklin Templeton, one of the world’s leading investment managers, to provide their range of Franklin Multi Asset Funds, enabling investors to benefit from the expertise and global reach of a renowned financial institution.A suite of global, multi-asset, multi-manager options designed specifically for Australian investors:  Powered by Franklin Templeton's best thinking A disciplined approach to asset allocation, capturing...

  Empowering you to achieve your financial aspirations with confidence and peace of mind. SimpleInvest is ideal for you if you are:✔ Saving for your children’s education and future✔ Building a nest egg✔ Wanting a regular stream of income to supplement your Super✔ Saving for a deposit on a house✔ Simply looking to build wealth What to expect from SimpleInvest Online access via an Investor Portal and app Diversified investment options from Franklin Templeton, one of the w...

  Empower Your Trade Union to Achieve Financial Success with ConfidenceUnionInvest is a tailored investment solution exclusively designed for Australian trade unions. It’s the ideal choice if your union is:✔ Seeking an investment provider aligned with the values and needs of the union movement✔ Looking for a secure and professional way to grow your members’ assets✔ Wanting to collaborate with some of the world’s leading investment managers✔ Exploring a range of flexible investmen...

 Whether you are an Australian not-for-profit entity, a charity, foundation, trust, entitlement fund, a High Net Worth individual or a Sophisticated Investor, we empower you to achieve your financial aspirations with confidence. Partnervest Institutional is a dedicated solution for those looking to secure and enhance their investment portfolio, and is ideal for you if you are:✔ An Australian not-for-profit entity, including a charity, foundation, trust and entitlement fund, High Net Worth in...