Perpetual WealthFocus Term Allocated Pension Plan

The Term Allocated Pension emerged as a result of government changes to the income tax, social security, superannuation and retirement income laws in 2004.  Broadly they offer the investment flexibility of an allocated pension with the tax and social security benefits of a complying pension.

Perpetual WealthFocus Term Allocated Pension Plan offers you the choice of over 50 investment options across six investment categories of Australian shares, International shares, Property, Income, Cash and Diversified. You can invest in just one or across multiple investment options.

SNAPSHOT SUMMARY: 

• TAP offers a fixed period investment related to your age (or the age of your spouse)
• Over 50 funds; 6 investment categories
• Combine different styles & managers in one fund