Retirement Forms, PDS and Offer Documents

To update your personal details or to provide us with instructions relating to your investments, simply download and print the relevant form. Once you have completed the form, give it to your financial adviser or mail it to us. The mailing details can be found on each form.

If you have myPerpetual Access, you can change your personal contact details online (please note this applies to certain Perpetual products only).

Invest using Perpetual’s online application form

Individual Investors
Financial Advisers

Forms
Application Form
Make an application

Consent to deductions of fixed term advice fee
Consent to deductions of fixed term advice fee

Consent to deductions of one-off advice fees
Consent to deductions of one-off advice fees

Consent to deductions of ongoing fee arrangements form
Consent to deductions of ongoing fee arrangements form

Change of Instructions Form
Change my contact details, authorised representative or financial adviser

Nomination of Beneficiary Form
Nominate a beneficiary 

Pension refresh facility
Consolidate my existing Pension Plan account balance

Reversionary Beneficiary Nomination or Change Form
Nominate or change

Switch Form
Move money from one fund to another

Transfer moneys from another fund
Rollover Authority Form

Withdrawal Form
Make a withdrawal

Offer Documents and Product Disclosure Statements

Download PDS part 1

Download PDS part 2

Continuous disclosure and important information

Financial services guide for direct investors



Forms
 

Nomination of Beneficiary Form
Nominate a beneficiary 

Switch Form
Move money from one fund to another

Change of Instructions Form
Change my contact details, authorised representative or financial advisers


Forms
Select Pension Plan refresh form
Consolidate your existing pension plan account

 
Select Pension Switch Form
Change my investment options

Select Pension Plan Change of Instructions
Change my contact details, authorised representative or financial adviser

Select Pension Plan Benefit Payment Form
Apply for a benefit payment

Select Pension Plan Rollover Authority
Transfer monies from another fund