Financial wellbeing built for union members

Partnervest

SimpleInvest – You call the shots. We keep it Simple.

Australian Unions is proud to partner with SimpleInvest, offering members access to financial education and trusted investment solutions.

With a history rooted in the industry fund movement, SimpleInvest brings deep expertise and a commitment to empowering union members with the knowledge and tools to make confident financial decisions.

Saving and investing shouldn’t be hard. Whether you’re building a nest egg, setting up your kids, or working towards a home deposit, SimpleInvest makes it easy for union members to plan ahead and stay in control, with a simple, easy-to-use app that puts everything at your fingertips.

Structured like a super fund and designed to be low cost, SimpleInvest offers a familiar, accessible way to start investing, without the jargon or high fees.

• Trusted Partners: Managed by Franklin Templeton, overseen by Partnervest – transparent, ethical, and member-first.
• Easy Access: Members log in, view balances, switch funds, and manage their investments anytime.
• Smart Choices: Five diversified funds plus a NAB cash account – tailored to different risk levels and life stages.
• Risk-Aware: Professional asset allocation with built-in risk mitigation and daily liquidity.
• Kids’ Accounts: Members can open accounts for their children – building financial confidence early.
• Regular Payments: Set up automatic contributions from payroll or bank – simple, consistent, and flexible.
• General Advice: We also provide general investment advice to help members make informed decisions aligned with their goals.
• Engaged & Informed: Delegates meet the people managing their money, hear economic updates, and understand how SimpleInvest supports their future.