How the Service works

Our Service provides establishment for a small APRA fund (SAF) with full ongoing management. Perpetual acts as trustee of your client’s fund and takes full responsibility for the safekeeping and administration of assets, fund administration, management and compliance. View our product summary flyer. 

Benefits

Outsource all trustee responsibilities and administration
As trustee of your client’s SAF, we perform all functions needed to run the fund. We are the custodian of the fund’s assets, take care of the day-to-day administration, tax and member reporting and all compliance aspects involved in running the SAF.

Investment flexibility
A range of five investment strategies are available through the Service. The strategies allow you to tailor the fund’s investments across a range of assets such as shares, managed funds, property, cash, fixed income and other investments.  

Trade shares online
Your client can access online share trading for their DIY fund through our Service. This provides the flexibility to easily and conveniently make share transactions. Access our share trading terms and conditions.

Peace of mind
We oversee all aspects all aspects of your client’s SAF to ensure it complies with superannuation law. This includes preparing regulatory reporting, arranging audits, payment of benefits and record keeping.

Need help?

Phone 1800 645 227 to find out how our DIY super services could help your clients. Alternatively, contact your Perpetual Business Development Manager.