Perpetual Private Wrap is a wrap service that brings all of your investments together around a central cash account. This means that all buying, selling, reporting and maintenance of your investments occurs in one place, simplifying the administration of your investments or super.
Perpetual Private Wrap is suitable for investors who seek a wide range of investment options and the convenience of consolidated reporting, but do not wish to manage the administrative and compliance burden of maintaining their investments.Meet the Perpetual Private team
Perpetual Private Investment Wrap Features:
Perpetual Private Super Wrap Features:
Your Perpetual adviser will work closely with you to establish and manage your Perpetual Private Wrap portfolio.
You can choose from an extensive range of managed funds from a selection of fund managers, ASX listed shares and a range of approved term deposits. The Perpetual Private Investment Wrap also provides access to direct domestic bonds and international shares listed on approved exchanges.
Access your account through a secure website that allows you to view details such as your portfolio’s overall value, asset allocation and transaction history. Personal details can be updated and you can also access a number of detailed reports to help you keep track of your investment portfolio.
You can link multiple accounts to receive consolidated reporting and statements, including consolidated portfolio valuations and asset allocations of your investments.
If you hold listed securities, you can generally participate in corporate actions through your online account. You can also buy and sell online or through a platform broker.
With Perpetual Private Investment Wrap you make all the investment decisions with your adviser or account manager, while we take care of administration and reporting.
In addition to a large selection of managed funds, Australian and international shares, domestic fixed income securities and cash options, you are also able to include certain property, unlisted unit trusts, private/unlisted company shares and international managed funds in your portfolio. You can even include certain personal assets in your portfolio for reporting purposes. You also have the ability to use margin lending to help grow the size of your portfolio.
A consolidated view of your portfolio of investments is provided. You can also group multiple Perpetual Private Wrap accounts to produce consolidated group reporting and statements. This can include personal, super, joint, SMSF and trust accounts, making it easy to manage your portfolio while receiving all the benefits of our administration services.
If you don’t have accurate and up-to-date CGT records for any of your assets, we can reconstruct your records from the date you acquired each asset. The revised information will help you better determine how selling particular assets will affect your tax position. Our CGT service is optional and is offered at an additional cost.
With Perpetual Private Super Wrap, you can manage multiple super investments while benefiting from simple and convenient centralised reporting and cash flow management.
Perpetual Private Super Wrap provides you with the choice to invest through two wrap solutions:
Perpetual Private Super Wrap provides you with an investment solution that covers your pre-retirement, transition to retirement, and post-retirement needs. You can manage your superannuation and pension portfolio in one place, allowing a switch from one to the other without realising any gains or losses.
Enjoy the convenience of a consolidated view of your entire Super Wrap investment portfolio, and the ability to group your accounts with other Perpetual Private Wrap accounts to produce consolidated group reporting and statements.
You can arrange death and terminal illness, total and permanent disability and income protection insurance through Perpetual Private Super Wrap.
Benefit from features such as non-lapsing death benefit nominations, reversionary pension nominations and child pensions.
Perpetual Superannuation Limited (PSL) is the trustee of the Fund. View all details for the Trustee and its Operations including executive remuneration.
Perpetual Investment Management Limited ABN 18 000 866 535 AFSL 234426 and Perpetual Superannuation Limited ABN 84 008 416 831 AFSL 225246 are the issuers of the Funds. You should consider the relevant Fund product disclosure statement or other offer document before deciding whether to invest.
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