From 1 July 2005, 4.82 million Australians can choose their own superannuation fund and direct their employer Superannuation Guarantee (SG) contributions into their fund of choice.
Perpetual’s Super Choice Employee Fact Sheet provides you with a snapshot of super choice and how you can exercise choice of fund. More on Super Choice
Perpetual's Select Superannuation Plan (Select Plan) provides a tailored superannuation solution for you, offering access to leading fund managers with investment options that are simple, straightforward and easy to understand. Whether you are a member of an employer plan or a personal member, the Select Plan has been designed to make it easy for you to build and protect your wealth. More on the features and benefits of the Select Plan
If you have other superannuation accounts, you may wish to consolidate your superannuation into one account with the Select Plan. This will help you manage your super more easily and may save you on fees and charges - although you should check if any exit or transfer fees may be incurred from your other superannuation accounts before you make a decision. Complete this form to consolidate your Super
It is easy to direct employer contributions and your own personal contributions into the Select Plan.
Existing Select members
If you are a member of an employer plan with the Select Plan, your employer contributions are already being directed into the Select Plan. You do not have to do anything further.
If you are already a Select Plan personal member, simply complete and submit the Select 'Choice Nomination Form & Complying Fund Letter' to your employer.
New Select members
If you are not a Select Plan member, you will need to read the Product Disclosure Statement and complete the Select Superannuation Plan Application Form. When you receive your welcome letter for the Select Plan, simply complete and submit the Select 'Choice Nomination Form & Complying Fund Letter' to your employer.
For more information about the Select Plan or to obtain a copy of the Product Disclosure Statement, please contact your Select Relationship Manager or the Select Client Service Team on 1800 003 001. Alternatively, email selectfunds@perpetual.com.au.
- Super Choice www.superchoice.gov.au
- Find your lost superannuation www.ato.gov.au/super
This information was prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, Australian Financial Services Licence No. 234426, the Trustee of Perpetual’s Select Superannuation Plan. It is general information only and is not intended to provide advice to particular investors, or take into account an individual's investment objectives, circumstances or needs for investment. Investors should consult a financial adviser. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. No company in the Perpetual Group* guarantees the performance of any fund or the return of an investor's capital. The offer to invest in the Fund will be made in a copy of the relevant PDS. The PDS's, issued by PIML, are available from a Perpetual office. Anyone wishing to invest will need to complete the application form in the relevant PDS. The relevant PDS should be considered before deciding whether to acquire or hold units in the Fund.* Perpetual Group means Perpetual Trustees Australia Limited (ABN 86 000 431 827) and its subsidiaries.