Greater choice in how you receive your distribution income
Perpetual WealthFocus Investments now allows you to choose how you receive your distributable income. You no longer have to receive your distributions in the same way for each individual fund. Instead, you can mix and match across your portfolio, and choose the most appropriate option for each individual fund.
The options
For each fund, you can nominate to:
- reinvest the distributions into the fund
- direct the distributions to your Perpetual cash account
- direct the distributions to your nominated Australian bank account.
What do existing investors in WealthFocus Investments need to do?
If you would like to change the way you receive distributable income, you simply need to let us know by calling, emailing or writing to us with:
- your Investor ID
- the name of each fund you are invested in
- your preferred method of receiving distribution income, for each fund
- if you wish to receive the distribution as cash, whether you have a previously nominated bank account or not.
Please note, if you wish to receive the distribution as cash and you don’t have a previously nominated bank account, you will need to undertake our usual security checks to nominate a bank account.
Contact us at:
Investor Services: 1800 022 033
Email: investments@perpetual.com.au
Postal address:
Reply Paid 4171
Perpetual WealthFocus Investments
GPO Box 4171
Sydney NSW 2001
No stamp required if posted in Australia
What do you need to do for new investments in WealthFocus Investments?
If you wish to invest in one or more new WealthFocus Investments funds, you will simply need to complete the Additional Applications Form to instruct us how to pay your distributions for each new additional fund.