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.
The Perpetual WealthFocus Investor Guide to Super Choice provides you with a snapshot of super choice and how you can exercise choice of fund. More on Super Choice
The Perpetual WealthFocus Super Plan (Super Plan) offers investors the choice of over 50 investment options from a wide variety of managers. There are six different investment categories, ranging from Australian shares to international shares, property, income, cash and diversified. Investors can invest in just one investment option or in multiple investment options.
The Super Plan is a convenient vehicle through which you can accumulate wealth for your retirement years. The diversity of investment options, investment managers and flexible features allows your investments to be tailored to best suit your wealth accumulation goals.
- More on the features and benefits of the Perpetual WealthFocus Super Plan
- Perpetual WealthFocus Super Plan Product Disclosure Statement (Part 1)
- Perpetual WealthFocus Super Plan Product Disclosure Statement (Part 2)
If you have other superannuation accounts, you may wish to consolidate your superannuation into one account with the Perpetual WealthFocus Super 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 Perpetual WealthFocus Super Plan.
Existing WealthFocus members
If you are already a Perpetual WealthFocus Super Plan personal member, simply complete and submit the Perpetual WealthFocus Super Plan 'Choice Nomination Form & Complying Fund Letter' to your employer.
New WealthFocus members
If you are not a Perpetual WealthFocus Super Plan investor, you will need to read the Product Disclosure Statement (Part 1) and Product Disclosure Statement (Part 2) and complete the Perpetual WealthFocus Super Plan Application Form. When you receive your welcome letter for the Super Plan, simply complete and submit the Perpetual WealthFocus Super Plan 'Choice Nomination Form & Complying Fund Letter' to your employer.
For more information about the Perpetual WealthFocus Super Plan or to obtain
a copy of the Product Disclosure Statement, please call the Perpetual Investor
Service Centre on
1800 022 033 or contact your financial adviser. Alternatively,
email investments@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 the Perpetual WealthFocus Super 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 Super Plan 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 Super Plan.* Perpetual Group means Perpetual Trustees Australia Limited (ABN 86 000 431 827) and its subsidiaries.