Perpetual DIY Super Trustee Service (the Service) is a comprehensive trustee service allowing you to enjoy the choice and flexibility of a DIY fund without the responsibility of being a trustee.

How the Service works

Our Service helps you (and up to three other members) establish a small APRA fund (SAF) and provides full ongoing management of your fund. Unlike a self managed super fund (SMSF) where all members are trustees, with this Service, Perpetual acts as trustee of your fund, We take full responsibility for the safekeeping and administration of assets, fund administration, management and compliance. This leaves you free to focus on the investment and financial planning decisions. 

Benefits of a SAF through the Service

Full outsourcing of trustee responsibility, admin and compliance
As trustee of your SAF, we are the custodian of the fund’s assets, take care of the day-to-day administration, tax and member reporting and all compliance aspects involved in running your SAF.

Investment flexibility
A range of five investment strategies are available through our Service. The strategies allow you to tailor your fund’s investments across a range of assets such as shares, managed funds, property, cash and other investments. Download the PDS to review the investment strategies and policy.

Trade shares online
You can access online share trading for your DIY fund through our Service. This provides the flexibility to easily and conveniently make share transactions. Log in to share trading or read the terms and conditions.

Manage tax more effectively
With our Service, you can adopt more sophisticated retirement and financial planning strategies than a retail super fund, such as capital gains tax management.

Plan your estate more effectively
A SAF through our Service allows you to retain more control of your retirement capital and can play a key role in your estate planning arrangements.

Need advice?

If you need advice about establishing a DIY super fund or transferring your existing DIY fund to Perpetual, speak to your financial adviser or contact Perpetual Private Clients.