Perpetual WealthFocus
Perpetual WealthFocus is a diverse and flexible platform designed for easy management of your portfolio.
WealthFocus product range
Our three flagship WealthFocus offerings are:- WealthFocus Investment Advantage. A platform with unique CGT features (including the ability to switch between investment options without triggering CGT) - backed by an ATO product ruling (PR 2008/62). For savings and investment money.
- WealthFocus Super Plan. WealthFocus Super includes an improved insurance offering - our premiums for death and TPD make this cover one of the most competitively priced packages in the market. For super and rollover money.
- WealthFocus Pension Plan. For pension income.
Product disclosure statements for WealthFocus were updated on 2 October 2009 - view the latest news page for details of what has changed. Speak to your Perpetual Platforms Business Development Manager for more information.
Tools
WealthFocus facts flyer
WealthFocus Investment Advantage - a platform with a unique tax stucture
WealthFocus insurance guide
