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Retirement forms

To update your personal details or to provide us with instructions relating your investments, simply download and print the relevant form. Once you have completed the form, give it to your financial adviser or mail it to us. The mailing details can be found on each form.

If you have Online Account Access, you can change your personal contact details online (please note this applies to certain Perpetual products only).

Perpetual WealthFocus Pension Plan - Account based pension
Perpetual WealthFocus Wholesale Pension Plan – Account based pension
Perpetual WealthFocus Pension Plan - Term allocated pension
Perpetual Select Pension Plan - account based pension

Contact us

Phone 1800 022 033

Fax (02) 8256 1427

Other forms