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Interim transacting process
Monday October 30, 2023
myPerpetual is now accessible with limited functionality. Currently, myPerpetual does not support online transactions.
Full access remains impacted by the IT security incident, and we are continuing to work on restoring functionality. We are communicating directly to clients as we extend access to myPerpetual. For more information on the functionality available, please visit this page.
This page provides information for clients seeking to access information about their account and/or submit transactions.
How can I check my account details?
While access to myPerpetual is currently limited you can still access information about your account. If you require additional information about your account contact Perpetual Client Services on 1800 022 033.
How can I transact on my account?
While access to myPerpetual is currently limited, we are still accepting transaction requests via post, email or BPAY. Please see the options available to transact on your account below.
How can I access my end-of-year statements?
End of year statements are available in myPerpetual for investors and advisers. myStatements will no longer be accessible from Friday 8 December, 2023, and clients should go directly to myPerpetual for statements.
Dealer Group - Member Advice Statements
Access to the Dealer Group Adviser Fee reports is now restored, including all historical reports. These are now available in myPerpetual.
Transaction method
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I have previously transacted with Perpetual |
I have NOT transacted with Perpetual previously OR I am unsure of my details |
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You can make a BPAY application using your existing Biller Code and Client Reference Number. Contact Perpetual Client Services on 1800 022 033 if you would like to confirm these details before processing your transaction. |
Contact Perpetual Client Services on 1800 022 033 to obtain your Biller Code and Client Reference Number. |
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I have previously transacted with Perpetual |
I have NOT transacted with Perpetual previously OR I am unsure of my details |
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Please complete the relevant transaction request form (additional investments form) found on our website via the following links: Please use the correct form to ensure your request is accepted. If you require any assistance with identifying the appropriate form, contact Perpetual Client Services on 1800 022 033. You can submit your completed form via email or post. Please send to: Or Reply Paid 4171, Perpetual Investments |
Contact Perpetual Client Services on 1800 022 033. |
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I have previously transacted with Perpetual |
I have NOT transacted with Perpetual previously OR I am unsure of my details |
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Please complete the relevant transaction request form (withdrawal form) found on our website via the following links: Please use the correct form to ensure your request is accepted. If you require any assistance with identifying the appropriate form, contact Perpetual Client Services on 1800 022 033. You can submit your completed form via email or post. Please send to: Or Reply Paid 4171, Perpetual Investments Note that due to the extended outage, payment to your bank account will be delayed until the withdrawal transaction is processed. Transactions will be processed once our services are restored and will be processed at the unit price for the effective date that the transaction is received. |
Contact Perpetual Client Services on 1800 022 033. If you are nominating a new bank account for receipt of withdrawal proceeds, you may be contacted at the time of payment to ensure correct details have been provided. |
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I have previously transacted with Perpetual |
I have NOT transacted with Perpetual previously OR I am unsure of my details |
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Please complete the relevant transaction request form (switch form) found on our website via the following links: Please use the correct form to ensure your request is accepted. If you require any assistance with identifying the appropriate form, contact Perpetual Client Services on 1800 022 033. You can submit your completed form via email or post. Please send to: Or Reply Paid 4171, Perpetual Investments Note that due to the extended outage, processing of switch transactions are currently delayed and will be processed once our services are restored. Switch transactions will be processed at the unit price for the effective date that the transaction is received. |
Contact Perpetual Client Services on 1800 022 033. |
How can I update my details?
Please complete the relevant change of instructions form found on our website at the below links.
If you are an individual or joint account holder, you can also contact Perpetual Client Services on 1800 022 033, to update your details via phone. All other entities will be required to complete the relevant forms found at the links above.
Note, due to the extended outage, any detail changes will not be reflected on your account until our services are fully restored.
Please send to your completed form via email or post to:
Or
Reply Paid 4171, Perpetual Investments
GPO Box 4171, Sydney, NSW 2001, Australia
Where can I find my statement?
Unfortunately we are unable to provide statements at this point in time. The outage is affecting all statements, including: transaction confirmations, annual statements, tax statements, Centrelink schedules, and distribution statements.
If you require a statement, contact Perpetual Client Services on 1800 022 033 to raise a request, and we will provide you with your requested statement when normal operations are restored.
I transact through a platform. How will the outage affect my transactions and accounts?
Perpetual continues to accept transactions submitted via platforms and other Investor Directed Portfolio Services. Please note, due to the outage all transactions received are queued for processing and will be processed in due course with the unit price for the effective date of receipt.
We continue to calculate unit prices and provide these to the market. Your platform provider will be able to provide you with more details on your current holding, its valuation, and the status of any trades you have submitted.
If you have any enquiries please contact our team:
For Perpetual Asset Management products and services, including WealthFocus and your investments:
Phone: 1800 022 033
Email: investments@perpetual.com.au
For Wealth Management, Financial Advice and Personal Trustee Services:
Phone: 1800 631 381
Email: perpetualprivate@perpetual.com.au
If you would like to make a complaint, please visit our Making a Complaint page
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The information on this website is intended for Australian residents or citizens who are currently located in Australia, or where expressly indicated, New Zealand residents or citizens who are currently located in New Zealand only, and should not be relied on by residents or citizens of any other jurisdiction. By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Americas
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Singapore
Please read this information carefully as it governs your use of this website. The contents of this website and the products and services mentioned are intended for persons residing in Singapore, and the information on this website if only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. By clicking the “Proceed” button below, you are agreeing to these terms.
UK
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
EU
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.