Perpetual WealthFocus Wholesale Investment Advantage

Electronic statements

Your client must agree to receive statements electronically.

Management fee rebate

If your client is eligible they will receive a rebate of part of the management fee of between 0.35% to 0.90% p.a.

A high quality, diverse investment menu

Perpetual WealthFocus Wholesale Investment Advantage allows you to tailor diversified investment portfolio for your clients. Access a wide range of asset classes and funds managed by Perpetual or one of more than 35 other highly rated investment managers.

Unique tax benefits

Through an ATO product ruling (PR 2008/62), Perpetual WealthFocus Wholesale Investment Advantage can offer the following unique tax benefits – unlike any other investment platform. Download our flyer for more information.

Switch investment options without triggering capital gains tax (CGT)
Your client can move across investment options within WealthFocus Wholesale Investment Advantage funds without triggering CGT.

Partially withdraw funds without CGT
If your client withdraws a portion of their investment, CGT will only apply if the withdrawal amount exceeds the amount of their initial investment.

CGT discount on all withdrawals after 12 months
As long as the initial investment is held for 12 months or more, the 50% CGT discount will be available (on all withdrawals).

Features to easily manage your client’s investment

• Online access
• Dollar cost averaging
• Auto-rebalancing
• Regular savings plans
• Invest via BPay or direct debit

Investment details

Minimum initial investment $25,000
Investment per Investment Options $1,000 ($100 by savings plan)
Minimum additional investment $1,000