Perpetual DIY Super - select a style to suit your needs

It doesn’t matter if your clients are looking for a full custody and administration service, or simply want some ‘one-off’ assistance - we have a solution to suit.

If your client:

• is comfortable with looking after their fund’s reporting and compliance, still wants control over their investment decisions but requires assistance with fund administration, then our SMSF Administration service may be suitable.
• wants control over their investment decisions but requires assistance with all other services including fund reporting, compliance and administration, then our SMSF Service may be suitable.
• wants to establish a DIY super fund but is retired, is an expat or simply doesn’t want the burden of being a trustee, then our Trustee Service may be suitable.
• is simply after a ‘one-off’ service to meet a particular need, then our fund establishment, technical strategy assistance or ‘fix it’ services may be suitable.

Whatever the needs of your DIY super fund clients, we have a solution.

SMSF and Trustee Service 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.