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Perpetual WealthFocus Pension Plan

Create a tax effective income stream during retirement. Once you accumulate a retirement nest egg and have satisfied a condition of release you will be eligible to roll your benefit into the Allocated Pension - part of the same structure as the Super Plan.

As part of the Perpetual WealthFocus suite, you have a choice of over 50 investment options, ranging across six different investment categories of Australian shares, International shares, Property, Income, Cash and Diversified. You can invest in just one or across multiple investment options.

SNAPSHOT SUMMARY: 

  • Tax effective retirement income stream
  • 6 investment categories – choose 1 or more
  • Rollover made easy