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Perpetual WealthFocus Investment Advantage

Perpetual WealthFocus Investment Advantage allows you to create and manage your own investment portfolio and take advantage of unique tax benefits.

Key features

  • Choose from over 60 investment options.
  • Access major asset classes including Australian and international shares, property, fixed income, cash and diversified investment options.
  • Options managed by Perpetual and external fund managers available

Pay no initial contribution fee

When you invest in Perpetual WealthFocus Investment Advantage directly with us, you receive a rebate equivalent to the value of the initial contribution fee from Perpetual Trustee Company Limited. 

A high quality, diverse investment menu

Perpetual WealthFocus Investment Advantage allows you to tailor a diversified investment portfolio. You can access a wide range of asset classes and funds managed by Perpetual or one of more than 35 other highly rated investment managers. View all investment options and performance.

Unique tax benefits

Perpetual WealthFocus Investment Advantage can offer the following unique tax benefits – unlike any other investment solution. The following Product Rulings* issued by the ATO confirm the tax benefits and provide certainty for investors:

PR 2008/62 applies to investors with an initial acquisition date on or after 10 September 2008 and on or before 30 June 2012

PR 2012/7 applies to investors with an initial acquisition date on or after 1 July 2012 and on or before 30 June 2015

PR 2015/4applies to investors with an initial acquisition date on or after 1 July 2015 and on or before 30 June 2018

The relevant Product Ruling will continue to apply even after its period of application for investments made during the period of application.

*The Product Ruling is only a ruling on the application of taxation law and is in no way expressly or impliedly a guarantee or endorsement of the commercial viability of the Scheme, of the soundness or otherwise of the Scheme as an investment, or of the reasonableness or commerciality of any fees charged in connection with the Scheme

Switch investment options without triggering capital gains tax (CGT)
You can move across investment options within WealthFocus Investment Advantage funds without triggering CGT.

Partially withdraw funds without CGT
If you withdraw a portion of your investment, CGT will only apply if the amount you withdraw exceeds the amount of your initial investment.

CGT discount on all withdrawals after 12 months
Additional investments in Perpetual WealthFocus Investment Advantage don’t change the acquisition date of your investment. This means that if you withdraw your investment, as long as your initial investment is held for 12 months or more, the 50% CGT discount will be available (where applicable).

Easily manage your investments

  • Dollar cost averaging
  • Auto-rebalancing
  • Regular savings plan available
  • Online access
  • Invest via BPay, direct debit or cheque

Investment details

  • Minimum initial investment $2000
  • Investment per Investment Options $1,000 ($100 by savings plan)
  • Minimum additional investment $1,000