Perpetual WealthFocus Investment Advantage
- Wide investment choice with over 75 investment options.
- Access all major asset classes including Australian and international shares, property, fixed income, cash and diversified investment options.
- Unique tax benefits.
- $2,000 minimum initial investment or $1,000 with a regular savings plan.
A high quality, diverse investment menu
Perpetual WealthFocus Investment Advantage allows you to tailor diversified investment portfolios 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 2012/7), Perpetual WealthFocus 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 clients can move across investment options within WealthFocus 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
- Regular savings plans
- Invest via BPay or direct debit
- Download the PDS part 1
- Download the PDS part 2
- Important information & continuous disclosure
- Request a PDS by mail