Wealth

Partner with us

Let’s build a better Australia together.

As one of Australia’s most experienced mutuals and wellbeing organisations, our Wealth business provides economic empowerment opportunities for partners, investors and communities.

Our current partners and in-house expertise

We have strategically built a portfolio of funds over our 20-year history that provide options for the average Australian investor through to institutional and corporate clients. In doing so, we are helping individuals, businesses, sectors and communities achieve financial security through choice, advice and professional management.

Social and sustainable investing

We are passionate about offering your clients options that appeal to their social. We have a suite of products that generate a measurable, beneficial social or environmental impact alongside a financial return. They include the Healthcare Property Trust, Altius Sustainable Bond Fund, Social Infrastructure Fund, Future of Healthcare Fund and Green Bond Fund.
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Healthcare funds

The Australian Unity Future of Healthcare fund is focused on delivering long term capital growth whilst enhancing the wellbeing of Australians by investing in the future healthcare needs of Australians.
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Property funds

Australian Unity has actively invested in social infrastructure for over twenty years. Through our Healthcare Property Trust, we are regarded as pioneers in this space, whilst our expertise also spans unlisted, listed and specialist commercial property, including aged care and assisted living complexes. Our aim is to deliver solid and sustainable tax-effective income whilst actively contributing to the progression of Australian communities.
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Australian share funds

Platypus Asset Management is a growth-style manager with a small cap bias. They can focus on relative or absolute returns, sources of alternative-beta, or low-cost systematic investment approaches. Acorn Capital was a pioneer of the Australian microcap market and has one of the most experienced micro-cap share investment teams in Australia. Acorn’s emerging growth strategy provides long-term investors with access to companies focused on development.
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Cash and fixed interest funds

We have an in-house specialist fixed interest team, whose broad capability can be applied to meet individual client objectives whether they are focused on relative and/or absolute returns or managing interest rate, credit and liquidity risk. The team also manages an award-winning sustainable strategy in which their high conviction strategies are screened in line with a robust, multi-layered sustainability policy.
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Diversified funds

We offer a range of diversified strategies to match various risk-return profiles. Our capability enables us to combine active and passive strategies and manage a combination of income and capital growth objectives.
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International share funds

Talaria is a high conviction, large cap international share fund manager, with an investment objective to produce consistent, positive returns while reducing downside risk. Talaria takes advantage of longer-term opportunities during periods of both stable and unstable markets.
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Our range of partner programs

Accountant partnership program

We have a unique service model for accountants that ensures absolute independence for your practice.

Importantly, we give your practice the choice of providing some or all these services under our license or outsourcing some or all of the services to our financial experts.

One of our main priorities is to provide the necessary mentoring and support – or the right financial specialist if the outsource option is preferred – to ensure that every one of your clients is provided with a high quality of advice, including defined service level agreements and an ongoing portfolio review facility.

Another priority is to provide guidance to our accountant partners – where necessary – to help them build profitable financial services capabilities. We provide access to our experienced senior management team for mentoring, if and as required.

While we are a major provider of financial services in Australia with substantial resources, we will always be driven by our community-based values and our heritage of helping Australians to create secure financial futures.

Accountant support services to help you grow

participation in our accountants’ partnership program
a robust and client-focused investment philosophy
best of breed licensee services
we will work with you on compliance obligations

For further information, please contact:
Michael Csavas
General Manager of Australian Unity Financial Advice & Personal Financial Services
Email
0414 953 774

Corporate superannuation

We make superannuation easy for you by providing a dedicated, experienced corporate superannuation Account Manager to keep you up-to-speed with legislation and guide your superannuation decision making.

We’ll help you provide the best possible superannuation solution for your employees. And we’ll work with you to secure a quality superannuation fund that optimises the key components of superannuation fees, insurance premiums, investment returns, assistance with claims and customer service.

With our help, you will meet your superannuation obligations through:

regular, scheduled onsite visits
HR and payroll support
policy committee support
regular communications, reporting and technical service;
new employee induction support;
assistance with tender management
service provider management.

Our corporate advisory services can be used on a standalone basis or combined to achieve a total corporate superannuation solution for your business.

Our consulting services include:

annual reviews, fund benchmarking and comparisons
new plan installation services
retrenchment services.
where required, we can facilitate access to specialised advice on corporate superannuation

For further information, please contact:
Kerryn Lancaster
Senior Relationship Manager
Email
0419 449 809

Partnering with Australian Unity Trustees Limited

Solicitors

Australian Unity Trustees partners with solicitors to provide solutions for clients. We carry out the fiduciary role, to free up time for solicitors to complete the associated valuable legal work.

We can be appointed as executor, trustee or financial attorney in your client’s wills/powers of attorney with all the associated legal work being referred to you (for example, probate application, conveyancing, litigation).

We can also be appointed by retiring trustees to administer trusts (testamentary, charitable, super proceeds) while you draft the Deed of Retirement & Appointment and manage any other legal work in relation to the trust.

Financial advisers & private bankers

We partner with you to provide trustee services while you manage the investment of your client’s assets in the trust. For example, testamentary, family, charitable (PAFs) and compensation trusts.

Accountants

We are happy to partner with you to provide trustee services while you continue to manage your client’s accounting requirements. For example, testamentary, family, charitable and compensation trusts.

For further information, please contact:
Sally Fenemor
Head of Partnerships
Email
0429 028 465

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Funds 1300 997 774

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