The Perpetual WealthFocus Pension Plan is designed for retirees who need a regular income. It offers an account based pension or transition to retirement pension. Before applying for a Perpetual WealthFocus Account Based Pension Plan, it's important to review the Product Disclosure Statement (PDS) and related documents to ensure you understand how the plan works and the risks involved.
It is likely that the WealthFocus Pension Plan will be most suitable for new investors.
Applications to invest in Perpetual Account Based Pension Plan can be made through the Perpetual application portal online, or via the post where completed application & documents should be sent to this address:
Perpetual WealthFocus Account Based Pension Plan
GPO Box 4171, Sydney NSW 2001
Information on Customer Identification Requirements