Terms & Conditions


Your access to this website is subject to the terms and conditions set out in this disclaimer, Banksia Partners ’s Pty Ltd Privacy Policy and any other notices, disclaimers, statements and other terms and conditions contained on this website (referred to collectively as “the Terms and Conditions”). By accessing this website and other websites through links provided by us, you agree to be subject to the Terms and Conditions.

This website

The information is believed to be accurate at the time of compilation and is provided by Banksia Partners Pty Ltd ABN 92 070 192 764 (hereafter referred to as ‘Banksia Partners’) in good faith. However, the use of this website and the client access functionality is at your sole risk. Neither Banksia Partners nor the directors and officers of Banksia Partners make any representation or warranty as to the quality, accuracy, reliability, timeliness or completeness of material in the site or material in websites linked to this website. Except in so far as liability under any statute cannot be excluded, Banksia Partners, its directors, employees and consultants do not accept any liability (whether arising in contract, tort, negligence or otherwise) for any error or omission in the material or for any loss or damage (whether direct, indirect, consequential or otherwise) suffered by the recipient of the information or any other person.

You release, discharge and indemnify Banksia Partners from and against liabilities suffered or incurred by you or by Banksia Partners (including, but not limited to, its directors, officers and employees) as a result of use of this website. 

General information only

The information contained in this website should be used as general information only. It does not take into account the particular circumstances, investment objectives and needs for investment of any investor, or purport to be comprehensive or constitute investment advice and should not be relied upon as such. You should consult a financial adviser to help you form your own opinion of the information, and on whether the information is suitable for your individual needs and aims as an investor. You should consult appropriate professional advisers on any legal, stamp duty, taxation and accounting implications of making an investment.

When considering whether to use a financial service offered by Banksia Partners in this website you should view the Banksia Partners Pty Ltd Financial Services Guide for important information in relation to those financial services. By accessing each page of this website, you acknowledge receipt of the Financial Services Guide.


We may as a result of your access to this website hold and process personal information obtained about you. However, Banksia Partners is committed to maintaining the privacy of any personal data it holds about you, and does so in accordance with the National Privacy Principles contained in the Privacy Act 1998. Please read Banksia Partner’s Privacy Policy to understand how your personal information will be treated when you use this website.

Website links

This website provides links to other websites of independent third parties. Those websites are not affiliated with Banksia Partners in any way. Banksia Partners does not control or endorse and is not responsible for the contents of these linked third party websites, and provides hyperlinks to other websites for your convenience only. Any information, opinions, representations or offers made in those linked third party websites are solely the responsibility of the third parties operating those websites and are not made by Banksia Partners, which makes no representation or warranty as to accuracy or reliability of the information in those websites.

Third party information and materials

This website may provide information, articles and material that are written and prepared by people who are not employees or representatives of Banksia Partners. Such material is provided for your interest and convenience only. The material will be clearly identified as the product of an independent third party. Banksia Partners is not responsible for the contents or accuracy of this material and the opinions expressed in the material should not be taken as recommendations or opinions of Banksia Partners.

Disclosure documents

The offer to invest in a particular investment, insurance, or other similar financial services product will be made via a Product Disclosure Statement (PDS) for the relevant product. The disclosure document for the relevant fund should be considered before deciding whether to acquire or hold units in the fund or product. The disclosure documents maybe accessed from this website or via website links to other third party websites. 

Investment performance

Past performance is not indicative of future performance. Banksia Partners does not guarantee the performance of any fund or the return of an investor’s capital or any specific rate of return.


All figures and amounts displayed on this website are in Australian dollars. All asset values are historical figures based on our most recent valuations. As pricing frequencies and valuation methodologies differ for the various types of assets, the asset values shown may not be current and, therefore, you shouldn’t rely on them as the basis for trading investments in your account.

Australian investors only

The information is provided for Australian residents or citizens who are currently located in Australia only. The information is not an invitation to enter into any legal agreement of any kind. No statement or information in this website constitutes a recommendation.

US persons and the rest of the world excluding Australia

Access to this website may be restricted by law in certain jurisdictions. This website cannot be accessed in the United States of America or its territories nor possessions, nor be accessed by US persons. This website does not constitute an extension of an offer in the Unites States of America or to US persons.

Copyright, trademarks and intellectual property rights

Unless expressly stated otherwise, Banksia Partners is the owner or licensed user of the copyright and any intellectual property rights in any material, design, technology or concept contained on this website. All rights are reserved. You may use the information for your own personal reference only. You may reproduce the information in hard copy solely for your personal use. Except as permitted under the Copyright Act 1968 (Cth) or other applicable laws, this website or any portion of this website may not otherwise be reproduced, adapted, distributed, displayed, or transmitted to any other person or incorporated in any way into another document or other material, without Banksia Partner’s express consent.

Governing law

These Terms and Conditions are governed by and are to be construed in accordance with the laws of Victoria, Australia. You agree to the non-exclusive jurisdiction of the courts of Victoria, Australia and any courts which may hear appeals from those courts in respect of any proceedings in connection with these Terms and Conditions or this website.

Emails from Banksia Partners linked to this Disclaimer

Private and confidential emails and any files transmitted with them are intended solely for the use of the addressee(s) and may contain information which is confidential or privileged. If you receive an email from Banksia Partners and you are not the addressee (or responsible for delivery of the email to the addressee), please disregard the contents of the email, delete the email and notify the author immediately.