Perpetual’s Select Term Allocated Pension Plan

The Term Allocated Pension emerged as a result of government changes to the income tax, social security, superannuation and retirement income laws in 2004.  Broadly it offers the investment flexibility of an allocated pension with the tax and social security benefits of a complying pension. The Term Allocated Pension is offered as part of the same structure as Perpetual’s Select Super Plan.

Perpetual Select takes a multi manager approach to investing to look after your important investment decisions while you focus on building your wealth for a secure future.

SNAPSHOT SUMMARY: 

• Your strategy, our management
• Range of funds, options & insurance
• Multi manager vigilance
• Transition to retirement pension option allows a pension to be started while still working