Perpetual DIY Super - select a style to suit your needs
For truly flexible investment selection with responsive wealth creation techniques, Perpetual’s DIY Super lets you create a tailored strategy for your retirement assets. DIY super funds give you the ability to invest your super directly into assets like shares and real estate.Perpetual offers a Self Managed Super Fund Service (SMSF Service) to assist you with administrative support for a fund where you act as trustee, as well as a DIY Super Trustee Service where we take responsibility for trustee and other functions.
The FYI on DIY Super today
Ranked as the second largest segment (by assets) of the super industry, recent DIY fund growth is no surprise. The advantages of improved tax planning, reasonable benefits limit (RBL) outcomes as well as greater investment choice and control create excellent opportunities for high net worth investors seeking greater returns at lower cost.
Eligible asset types for your DIY Super fund
A wide array of possible asset types creates investment flexibility to respond to your own unique circumstances. As a DIY fund investor you can select from:
- Certain types of property
- Australian and international listed securities
- Corporate debentures
- Cash, bank bills and fixed interest securities
- Managed investments (access to wholesale investment funds)
- Unit trusts and unlisted companies
- Certain derivative investments
DIY Super options with Perpetual
Under the general description of DIY Super, Perpetual offers two approaches:
- Self Managed Super Fund – Perpetual performs the administration, accounting and custodial functions for your fund, and you (or an approved related entity) act as trustee. We can establish a new account or become administrators of an existing DIY fund.
- Trustee Service – a ‘full service offering’, including trustee, custodial, administrative and accounting functions with a dedicated account manager to service your fund.
To speak with someone personally about DIY Super, please call us on 1800 631 381 or email superannuation@perpetual.com.au.
DIY clients can use the Online Share Transaction Facility
As a client of Perpetual's DIY Super services, you can use this simple, convenient online trade placement and execution facility. If you would like to use the Online Share Transaction Facility, you should print the Terms and Conditions.
Please read and sign the document then forward it to your account manager for processing. We will then establish your transaction facility and send your account details and password.
Visit this page if you have already established a transaction facility. If you have any questions please contact your account manager.
