Having your own super fund gives you more control over your retirement savings, as well as offering you a broader range of investments, the potential for better tax outcomes and significant flexibility.

Perpetual’s DIY super solutions offer a range of services designed for investors seeking differing levels of control and flexibility.

Our DIY super services

Level of service	Description	More info
Perpetual DIY Super SMSF Administration Service
Admin service	Designed for investors (or existing SMSF trustees) who want a high level of involvement and control of their DIY super fund, but without the administrative burden.  Service includes establishment (for new funds) and administrative support to help you manage your SMSF’s ongoing operation and compliance.	More info
Perpetual DIY Super SMSF Service
Admin and custody service	Designed for investors (or existing SMSF trustees) who want a high level of control, but assistance with the day-to-day operation of their DIY super fund.  Service includes establishment (for new funds), asset custody and administrative support to help you manage your fund’s ongoing operation and compliance.	More info
Perpetual DIY Super Trustee Service
Full trustee service	Designed for investors (or existing DIY super fund trustees) who want the benefits of a DIY super fund without trustee responsibilities.  Full trustee service - Perpetual acts as trustee of your DIY fund, leaving you free to focus on the investment and financial planning decisions.  Service includes fund establishment (for new funds) and ongoing management to ensure the fund’s ongoing operation and compliance.	More info

 

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.