Perpetual is one of Australia’s most experienced investment and trustee groups, with an enduring passion for protecting and growing our clients’ wealth.

Our vision is to be the leading provider of wealth management products and services to financially successful investors and their advisers, and to be the leading corporate trustee.

Founded in Sydney in 1886 as Perpetual Trustees, we’ve helped generations of Australians invest and manage their wealth through all market conditions.

Today we manage investment funds exceeding $27 billion, administer over $205 billion of client funds, and advise clients on over $8 billion of investments (as at 30 June 2011).

Our products and services

We provide quality investment products, financial advice, philanthropic and corporate services to individuals, families, financial advisers and organisations. Clients can access our products and services through a broad range of financial advisers, other financial institutions and directly from us.

Investment products

We offer a broad range of investment, superannuation and retirement income products with features including savings plans, tax-effective structures, easy switching between fund options and online servicing.

We also offer a comprehensive range of DIY super products and administration services.

Our choice of investment funds includes all major asset classes, managed by Perpetual or other leading fund managers, as well as diversified and multi-manager funds.

Investment management

We invest in all major asset classes, including Australian and global shares, fixed income and property in a prudent and disciplined manner according to our long-standing investment principles. We make active investment decisions based on our intensive analysis of an investment’s quality, value and risk.

In stocks, we focus on quality businesses with sustainable earnings, strong balance sheets and resilience through the economic cycle. In fixed income we focus on providing regular income, liquidity and capital stability. Our investment team is one of the most stable and experienced in the industry and has been recognised through many industry awards.

Financial advice

Our Perpetual Private Clients advisers provide strategic advice to help our clients achieve their financial goals. Our dedicated personal service draws on our experience as financial trustee for generations of Australians.

Our financial advice can include strategic planning, investment strategy, superannuation and retirement income, estate planning, tax, and life and disability insurance.

Trustee and fiduciary services

Drawing on our experience as a trustee for generations of Australians we provide a range of trustee and fiduciary services to help people protect and manage their assets and income in a tax-effective manner.

We are able to establish and manage private trusts, testamentary trusts, philanthropic and special purpose trusts to manage compensation or other settlements. We also provide a broad range of fiduciary services including estate planning and administration, enduring powers of attorney, and business succession planning.

Corporate trust and business services

Our Corporate Trust business is a leading provider of specialist trustee and business services to other financial institutions. This includes acting as trustee for a broad range of investment funds, securitisation of mortgage investment portfolios, and mortgage processing and administration.

Our extensive knowledge of financial markets, together with our trustee experience means we are entrusted by some of Australia’s major institutions to administer their business, and to protect the interests of investors.

In the community

We aim to make a positive contribution to the community in everything we do: by helping our clients achieve their financial goals, through the returns we provide to our shareholders, through the taxes we pay, through the employment we provide and through our philanthropic endeavours.

Perpetual or Perpetual Group means Perpetual Limited, ABN 86 000 431 827, and its subsidiaries. This information has been prepared by Perpetual and contains information contributed by third parties. It contains general information and is not intended to provide you with advice or take into account your objectives, financial situation or needs. You should consider whether the information is suitable for your circumstances and we recommend that you seek professional financial, tax and/or legal advice. The information is believed to be accurate at the time of compilation and is provided by Perpetual in good faith. However, the statements including assumptions and conclusions are not intended to be a comprehensive statement of relevant practice or law that is often complex and can change. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.