All Perpetual Investment Offer documents here
View or print Perpetual Offer Documents. To receive printed copies of these in the mail, request printed materials. Each of the Offer Documents listed below includes all forms required to apply for the fund. Please note Perpetual WealthFocus offer documents have two parts: the Features booklet is Part 1 and an Options booklet is Part 2.
| Cover | Product/Fund | Description |
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Perpetual Protected Investments -Series 4 | Perpetual Protected Investments – Series 4 enables you to build an investment portfolio that can be geared for growth, with in-built capital protection and no margin calls. |
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Perpetual WealthFocus Investments |
WealthFocus provides a contemporary, competitively priced range of over 50 funds from single and multi-managers across six different investment categories managed by Perpetual and 15 other leading managers. Perpetual WealthFocus Investments provides practical online tools to save time managing client portfolios, competitive fee structure and flexible options for many styles of investment strategy. |
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Perpetual WealthFocus Super Plan & Pension Plan |
WealthFocus provides a contemporary, competitively priced range of over 50 funds from single and multi-managers across six different investment categories managed by Perpetual and 15 other leading managers. Perpetual WealthFocus Super Plan offers the flexibility for you to tailor your clients’ super investment to suit their wealth accumulation goals. Access to insurance and online account management. Perpetual WealthFocus Pension Plan allows you to manage your clients’ investments while aiming for a tax effective income stream in retirement. |
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Customise your client’s investment from eight asset groups to create a dedicated or diversified portfolio. This Fund enables you to select one Asset Group or a combination of Asset Groups and cost effectively switch between them to suit any strategy. | |
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This Fund invests in deposits, money markets and fixed interest securities. It offers your clients same day access to their money and competitive interest rates. | |
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This Fund aims to provide secure investment and monthly income through exposure to quality first registered mortgages and invests in deposits, money market and fixed income securities. | |
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This Fund is designed to provide a fixed term fixed rate investment from one month to a maximum of 36 months. This Fund has exposure to a diverse range of quality first registered mortgages and investment in deposits, money market and fixed income securities. | |
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A practical solution to access the expertise of leading investment managers across a broad range of asset classes including Australian and international shares, mortgages and property. | |
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This Fund is a flexible, practical solution designed to help trustees of complying funds with their investments. Trustees can access the expertise of three leading investment managers across asset classes including Australian and International shares. | |
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The Super Trustee Service provides fund services for those who wish to take advantage of more sophisticated wealth management and accumulation strategies and have a high level of input into their superannuation investment portfolio. | |
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Perpetual's SMSF Service provides administration, asset custody and tax services to SMSF clients. The members of the fund are trustees, and so retain overall compliance responsibility. The SMSF Service is designed to support members by taking care of most of the key regulatory obligations, such as preparation of BAS, financial statements, and Tax returns. We provide compliance tools and take care of the administrative burden, so DIY clients can focus on other responsibilities, such as making the key investment decisions. |
