Platforms and products

• Access more than 75 investment options across all major asset classes. 
• Offers unique tax advantages – no capital gains tax when switching funds and on partial withdrawals. 
• Funds from Perpetual Investments and external fund managers 
• Minimum initial investment $2,000.

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• The same benefits as listed above for WealthFocus Investment Advantage apply.
• Designed for investors seeking wide investment choice and willing to receive all statements electronically.
• Minimum initial investment $25,000.

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• Access more than 75 investment options across all major asset classes. 
• Optional insurance cover including Salary Continuance, Death and Total and Permanent Disability. 
• Qualifying Registered Overseas Pension Scheme.

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• The same benefits as listed above for WealthFocus Super Plan apply.
• Designed for members seeking wide investment choice and willing to receive all statements electronically.

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• Account based pensions and transition to retirement pensions available (and term allocated pensions where eligible). 
• Choose from more than 75 investment options across all major asset classes. 
• Qualifying Registered Overseas Pension Scheme.

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• The same benefits as listed above for WealthFocus Pension Plan apply.
• Designed for members seeking wide investment choice and willing to receive all statements electronically.

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• Designed for clients who seek to benefit from substantially lower fees for initial investments of $50,000 or more. 
• Access a range of single and multi-asset class funds managed by Perpetual.

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• Performance 

Offer open from Monday 17 May 2010 to Friday 18 June 2010

• Provides capital protection at the end date (31 May 2017) 
• Optional gearing of up to 100% of the initial investment amount 
• Choose from 15 managed funds from Perpetual and other leading managers 
• Tax-effective structure – client has absolute entitlement to their portfolio

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Series 1, 2 and 3 are now closed to new investors.

• Information for existing clients

• 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.

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• 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 client’s DIY fund, leaving you and your free to focus on the investment and financial planning decisions.
• Service includes fund establishment (for new funds) and management.

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