Perpetual DIY Super - select a style to suit your needs

For truly flexible investment selection with responsive wealth creation techniques, Perpetual’s DIY Super lets you create a truly tailored strategy for your retirement assets. DIY super funds give you the ability to invest your super directly into assets like shares and real estate. Perpetual offers a DIY Super Approved Trustee Service to remove the trustee responsibilities and liabilities of running your own fund. 
 

The FYI on DIY Super today

Ranked as the second largest segment of the super industry, recent DIY fund growth is no surprise. The advantages of improved tax planning, reasonable benefits limit (RBL) outcomes as well as greater investment choice and control create excellent opportunities for high net worth investors seeking greater returns at lower cost.

Eligible asset types for your DIY Super fund

A wide array of possible asset types creates investment flexibility to respond to your own unique circumstances. As a DIY fund investor you can select from:

• Certain types of property 
• Australian and international listed securities
• Corporate debentures
• Cash, bank bills and fixed interest securities
• Managed investments (access to wholesale investment funds)
• Unit trusts and unlisted companies
• Certain derivative investments

DIY clients can use the Online Share Transaction Facility

As a client of Perpetual's DIY Super services, you can use this simple, convenient online trade placement and execution facility.  If you would like to use the Online Share Transaction Facility, you should print the Terms and Conditions.

Please read and sign the document then forward it to your account manager for processing. We will then establish your transaction facility and send you account details and password.

Visit this page if you have already established a transaction facility. If you have any questions please contact your account manager.
    

• Change the Investment in my DIY fund?