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Accountant Partnership Program

At Australian Unity, 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 of these services under our licence (with either a full authority or a limited SMSF authority) 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 a profitable financial services capability. With this in mind, we provide partners 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
  • Our extensive Practice Development Program
  • A strong and trusted brand
  • A robust and client-focused investment philosophy
  • A modern fee-for-service model for clients
  • Best of breed licensee services
  • We will work with you on compliance
Important Information

Australian Unity Personal Financial Services Ltd (‘AUPFS’) ABN 26 098 725 145, AFSL & Australian Credit Licence 234459. AUPFS is a wholly owned subsidiary of Australian Unity Limited. Any advice on this site is general only and does not take into account the objectives, financial situation or needs of any particular person. You should obtain financial advice relevant to your circumstances before making any decisions. Please refer to our Financial Services Guide.

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Call 1300 700 189