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Superannuation

Our super solutions make it easy to manage your super and save for retirement.

  • Our choice of super funds offers access to all major asset classes, managed by Perpetual and other leading investment managers.
  • No contribution fee on many of our products when you invest directly with Perpetual*
  • Easily manage your super investments with features such as online access, regular savings plans and optional personal insurance cover.
  • For investors with $300,000 or more to invest, why not consider one of our DIY super fund services?
  • We have been recognised by industry awards including the 2009 AFR Smart Investor Blue Ribbon Awards Fund Manager of the Year.

Our superannuation funds at a glance

Super funds
Minimum investment Description More info
Perpetual WealthFocus Super Plan
$3,000
  • Designed for investors (employees or self-employed) seeking wide investment choice. 
  • Create your own super portfolio from over 75 investment options managed by Perpetual and other highly rated investment managers. 
  • Access all major asset classes 
  • Optional insurance cover
Perpetual WealthFocus Wholesale Super Plan
$25,000
  • 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.

 
Perpetual's Select Super Plan
No minimum
  • Designed for investors (employees or self employed) who want a practical solution to manage and diversify their super portfolio. 
  • Choose from 12 multi-manager investment options to match your investment objectives. 
  • Optional insurance cover
DIY super funds
Level of service Description 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.
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.

Can't see your product in the list above?

See information on our other products.

*Where a contribution fee is payable on managed funds, investors who invest directly with Perpetual receive a rebate equivalent to the value of the contribution fee from Perpetual Trustee Company Limited or another company within the Perpetual Group.

Information contained [in the Superannuation Section] is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

 

Ways to invest

Phone 1800 022 033

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