Range of flexible solutions
Superannuation is a long-term savings vehicle designed to provide you with income during retirement. If you have retired or are approaching retirement, converting your superannuation balance into one of our pension products can ensure that you receive a steady income stream and may provide a tax effective solution for your superannuation savings.
Perpetual’s superannuation and retirement solutions aim to help you meet your retirement goals on your journey from employment through to retirement. We offer a range of superannuation solutions that are flexible, convenient and can help you reach retirement with the funds to enjoy the lifestyle you want in retirement.
WealthFocus offers simplicity, choice and value. It provides a single point of access to some of Australia’s and the world’s most highly regarded investment managers, with no separate administration fee charged
Build your retirement savings in WealthFocus Super from either Employer or personal contributions. Life insurance options are available to protect you and your family.
Once you’re ready to retire, WealthFocus pension provides you with the flexibility to choose the amount and frequency of your income payments. What’s more, all payments are tax-free once you’re aged 60 and over
Offers the choice of multi-asset class (diversified options) or single-asset class option, allowing you to tailor an investment portfolio that meets your individual needs.
Allows you to save for your retirement and protect your wealth along the way by accepting all eligible contributions made by you or on your behalf as well as offering death, disability and salary continuance insurance cover to eligible members.
Pays you a regular income from your accumulated superannuation when you retire (or meet another condition of release under superannuation law).
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.
Designed to help you achieve your pre-retirement, transition to retirement, and post-retirement needs offering both a Superannuation and Pension solution which includes the convenience of consolidated portfolio reporting.
Perpetual’s DIY super solutions are designed for investors who want a high level of control and flexibility over their retirement investments but would like to outsource the administrative and compliance aspects of their super fund.
We can help you establish your Self Managed Super Fund (SMSF). While you, as trustee of the Fund, have ultimate responsibility, we provide the critical administrative support and asset custody services you need to make it easy to manage the day-to-day operations of your fund.
A comprehensive trustee service that enables you to enjoy the choice and flexibility of a DIY super fund without the responsibility of being a trustee. We will help you to establish your Small APRA Fund and provide full ongoing management of your fund.
Perpetual Superannuation Limited (PSL) is the trustee of the Fund. View all details for the Trustee and its Operations including executive remuneration.
Choose from a broad range of investment options, managed by Perpetual and other leading investment managers.
Easily manage your super investments with features such as online access, regular savings plans and optional personal insurance cover.
We have been recognised through industry awards, including the 2013 AFR Smart Investor Blue Ribbon Awards Fund Manager of the Year & Morningstar Australian Fund Manager of the Year for 2013 and 2014.
If you want greater control over your investment strategy and have $400,000 or more to invest, one of Perpetual’s DIY super fund service solutions could be suitable for you.
Your super or pension investment options are made up of underlying assets. These underlying assets or ‘portfolio holdings’ and additional information are available to members. Portfolio holdings for all our investment options - Perpetual Select Super Plan, Perpetual WealthFocus Super Plan and Perpetual Super Wrap, can be found by accessing the link below.
As one of the most trusted providers of financial products and services in Australia, Perpetual has been entrusted by generations of Australians to manage, grow and protect their wealth.
Perpetual Superannuation Limited’s Retirement Income Strategy outlines how we aim to assist our members in and approaching retirement with their retirement income needs.
Perpetual Superannuation Limited is deeply concerned about Russia’s invasion of the Ukraine. We are encouraging our underlying investment managers not to make any further investments in either Russia or Belarus and to divest existing investments in Russia and Belarus when market conditions permit.
Our exposure to Russian and Belarusian investments in options managed by associated investment managers is small (~0.06% of total assets as at 7 March). The value of these assets have been significantly marked down, further reducing the portfolio’s exposure.
PSL, in combination with our investment managers, will continue to monitor and manage this situation. We remain focussed on delivering on our investment objectives to our members, as well as our broader obligations as outlined in our Responsible Investment Policy.
If you need advice about establishing a DIY super fund or transferring your existing DIY fund to Perpetual, speak to your financial adviser or contact Perpetual.
"Regardless of the current size of your super pot or the complexity of your financial circumstances, well-executed super strategies can make a substantial difference to your financial wellbeing."
December 14, 2022
Perpetual Superannuation Limited ABN 84 008 416 831 AFSL 225246 is the issuer 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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