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Simple investing beyond super: putting you in control
For many Australians, an industry super fund is the foundation of long-term retirement savings. But life’s financial goals do not begin and end with retirement. An emergency buffer, a first home, children’s education, a family holiday or additional income in retirement may all require savings that can be accessed outside super.
That is where SimpleInvest fits. It is designed to work alongside industry super funds—not compete with or replace them. Super remains focused on retirement, while SimpleInvest offers a straightforward way to invest for goals before and during retirement, with you remaining in control.
SimpleInvest is from Partnervest, a Melbourne-based organisation trusted by unions for more than 20 years. That experience has shaped a member-focused approach built around simplicity, value and control.
A familiar approach, outside super
SimpleInvest brings together many of the features Australians value in industry super: professional investment management, diversified portfolios, transparent fees and convenient online access. The difference is flexibility. Your money is not locked away until retirement, subject to the terms of the investment option you choose.
You can choose from five diversified investment funds designed for different goals, time horizons and levels of risk. By spreading investments across asset classes, markets and regions, diversification can help reduce the impact of any single investment or market event—although it cannot eliminate risk or prevent losses.
Global investment expertise
The underlying funds are managed by Franklin Templeton, one of the world’s largest independent asset managers, with investment capabilities spanning equities, fixed income, multi-asset strategies and alternatives. This gives SimpleInvest investors access to global investment expertise through a simple Australian platform.
Built around real-life goals
- Five diversified funds: Select an option that matches your objective, investment timeframe and comfort with risk.
- Easy digital access: Open and manage your account through the online investor portal and mobile app.
- Regular investing: Make ongoing contributions to build savings steadily over time.
- SimpleInvest Pension: Set up regular withdrawals to create a flexible income stream from your investment.
- Kids’ accounts: Invest for a child’s education, first home or future opportunities.
- No adviser fee: Invest directly without an adviser fee, while retaining control of your choices. Product and platform administration fees still apply.
Working with industry super, not against it
SimpleInvest shares the member-first values that have long underpinned the industry super movement. Its role is different but complementary: helping people build accessible investments outside super while continuing to support the importance of superannuation for retirement.
Whether you are starting small, investing for your children or looking to draw a regular income, SimpleInvest gives you a clear way to choose, monitor and manage your investment. You call the shots. We keep it simple.
Learn more at SimpleInvest.Â
Important information: This sponsored content contains general information only and does not take into account your objectives, financial situation or needs. Before investing, consider whether the information is appropriate for you and read the relevant Product Disclosure Statement and Target Market Determination. Investments can rise or fall in value, and past performance is not a reliable indicator of future performance. Consider seeking personal financial advice if you need help deciding whether an investment is suitable for you.
Topics: Investing, superannuation