Welcome to Partnership3 – a resource designed for you as a valued member of Perpetual’s Partnership Program for Accountants. 

Partnership3 helps you get closer to your clients with valuable insights and tools from Perpetual that are easy for you to share. It’s about working together with your clients for mutual success. That’s the power of three.

For more on the benefits available to your practice please visit our Accountants Partnership Program Page.

 

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Are your clients confused about the proposed changes to Super?

Super

Share the video

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A RICH LIFE FROM 50 TO 100

We invite you to share this valuable guide with your clients

Accounts-Partnership-Program

Your Tool Box

We understand that explaining the breadth of Perpetual’s services can seem complicated. That’s why we’ve summarised the information for you in formats which are easy for you to share with your clients. Simple.

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Perpetual offers specialist services for Medical Professionals

Hear from one of our clients Dr Shannon Thomas

News & Insights

The stories that matter for you and your clients. You are welcome to share our latest insights with your clients or include links to the articles in your newsletters.
Philanthropy

BRIGHTEN UP TAX DISCUSSIONS WITH PHILANTHROPY

Philanthropy can be a simple, tax effective solution that empowers your clients to get more out of their giving

Your ideas?

We welcome ideas and content contributed by our partners. Please submit your ideas here.

Refer your client

Most of our partners refer client’s directly to their chosen financial adviser, however if you are ‘on the go’ then please submit your client’s details here. The referral will be sent directly to your Partnership Executive and your client will be contacted within two business days.