Product information
WealthFocus allows you to build a high quality, tailored portfolio, with access to great features and functionality, all within a single product. Its features include:- A platform with unique tax-effective CGT features. WealthFocus has a new, innovative investment offering. Introducing WealthFocus Investment Advantage, a platform with unique tax-effective CGT features.
- A comprehensive investment menu. The WealthFocus investment menu is made up of more than 70 highly rated funds, across a range of investment managers and asset classes, giving you more choice.
- Other great features. WealthFocus has lots of other great features such as Online Account Access, a competitive fee structure and an excellent insurance offering (via WealthFocus Super).
Features at a glance
| Investment Advantage |
Investment Funds | Super Plan | Pension Plan | |
| Anti-detriment payments | n/a | n/a | x | x |
| Auto-rebalancing | x | x | x | x |
| Broad, high quality investment menu | x | x | x | x |
| BPAY | x | x | x | n/a |
| Buy/sell waivers from super to pension | n/a | n/a | x | x |
| Competitive fee structure | x | x | x | x |
| Dollar cost averaging | x | x | x | x |
| Initial and additional investments by direct debit | x | x | x | n/a |
| Insurance (salary continuance, death only, death and TPD) | n/a | n/a | x | n/a |
| Online Account Access | x | x | x | x |
| QROPS | n/a | n/a | x | x |
| Regular withdrawal plan | x | x | n/a | n/a |
| Savings plan | x | x | x | x |
| Switching | x | x | x | x |
| Telephone transactions | x | x | n/a | n/a |
| Unique tax structure | x | n/a | n/a | n/a |
An overview of Perpetual WealthFocus
Product summary (455kb)
Fund information
Perpetual WealthFocus investment menu (446kb) Perpetual WealthFocus Investment Advantage buy/sell spreads (433kb) Perpetual WealthFocus Super and Pension Plan buy/sell spreads (433kb) Perpetual WealthFocus Investment Funds buy/sell spreads (433kb) Perpetual WealthFocus APIR codes (445kb)
