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.
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WealthFocus Investment Advantage is no ordinary platform. It offers a range of over 80 investment options within a single fund, which you can combine to create a portfolio unique to your client. This allows them to move their money across asset classes or investment managers while reducing the CGT consequences. | ||
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WealthFocus Super now offers your clients a better insurance offering. Members can now access salary continuance cover as well as death or death and total and permanent disability cover (TPD). They simply nominate a preferred level of cover, either in terms of the insurance premium paid or the benefit to be received.
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Perpetual WealthFocus Pension Plan
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WealthFocus Pension now offers your clients access to 76 highly rated funds, including more than 50 externally managed funds and 19 Perpetual funds. Of the 76 investment options offered, 26 are van Eyk ‘A’ or ‘AA’ rated and 49 are Lonsec ‘Recommended’ or ‘Highly Recommended’ funds. |
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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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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. | ||
| 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. | |
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Perpetual WealthFocus Investment Funds
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WealthFocus offer a range of over 70 highly rated funds, including more than 50 externally managed funds and 18 Perpetual funds | |
