Advisers

Access your Perpetual accounts here.

Find helpful materials here

Our specialised reports and reference materials are here for your benefit. Our clear, concise Fund Summaries make it easy to walk your clients through the finer points of their investments.  Select from informative educational guides and annual sharemarket posters to help you explain more complex investment concepts to your clients. All of these materials are available with our compliments.

Go to our online request form

Please complete our online request form to have your requested materials dispatched promptly.  For download versions of these materials to view or print immediately, click on the corresponding link on the menu at right.

If you would like further assistance, please contact a member of our Business Development Team.

* Mandatory Fields
* Title:  
* First Name:  
* Surname:  
* Company Name:  
* Dealer's Licence:  
* Mailing Address:  
* Suburb:  
* State:  
* Postcode:  
* Email Address:
* Phone Number:  

Offer documents
Perpetual WealthFocus Investment Advantage Perpetual WealthFocus Investment Advantage
Perpetual WealthFocus Super Plan Perpetual WealthFocus Super Plan
Perpetual’s WealthFocus Pension Plan Perpetual’s WealthFocus Pension Plan
Perpetual's Cash Management Fund Perpetual's Cash Management Fund
Perpetual's Monthly Income Fund Perpetual's Monthly Income Fund
Perpetual's Wholesale Funds Perpetual's Wholesale Funds
Perpetual's Pooled Superannuation Trust Perpetual's Pooled Superannuation Trust
Perpetual's DIY Super Trustee Service Perpetual's DIY Super Trustee Service
Fund Summaries
Perpetual Diversified Funds Summary Perpetual Diversified Funds Summary
Perpetual Diversified Income Fund Summary
Perpetual International Share Fund Summary
Perpetual Monthly Income Fund Summary
Perpetual's Australian Share Funds Summary
Perpetual's Cash Funds Summary
Perpetual's Property Funds Summary
Guide to Investment Series
Managed Funds Managed Funds
Why diversification is important Why diversification is important
Seven things to think about before withdrawing Seven things to think about before withdrawing
Why you shouldn't chase last years returns? Why you shouldn't chase last years returns?
Investing with Perpetual Investing with Perpetual
Real value booklets
The real value of investing in shares The real value of investing in shares
The real value of investing internationally The real value of investing internationally
The real value of investing in income The real value of investing in income
The real value of diversification The real value of diversification
Posters
Australian Sharemarket (A1) Australian Sharemarket (A1)
Australian Sharemarket (A4) Australian Sharemarket (A4)
International Sharemarket (A1) International Sharemarket (A1)
International Sharemarket (A4) International Sharemarket (A4)