DIY Super Forms

For easy access to all of our forms relating to Perpetual’s DIY Super, start here.  Download and print the form you need, complete it, and give it to your financial adviser or send it directly to Perpetual (mailing details are included on each form).

DIY Super Trustee Service
I want to...	Use this form...
Transfer benefits into my fund	Transfer of Benefit Form
Make a contribution as an Employer	Contribution Details Form
Set up a DIY Super Fund with Perpetual	Transfer of Existing Fund
Convert to Account Based Pension	Convert to Account Based Pension
See more details on the administration of my DIY fund Administration	Policies and Procedures for the Trustee Service
Specify how my contribution is invested	Investment Instruction Form
Nominate a Broker to act on my behalf	Broker Nomination Form
Complete a transfer	Standard Transfer Form
Nominate a binding beneficiary	Binding Nomination Form
Understand my Portfolio Statement	Quarterly Statement Guide
Split my superannuation contributions with my spouse	DIY Superannuation Contributions Splitting Form