Superannuation 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
Application Form
Make an application
Application for additional investment and features form
Application for additional investment and features form
Apply for insurance - short personal statement
Apply for insurance - short personal statement
Apply for insurance - full application
Apply for insurance - full application
Application to reduce or cancel insurance cover
Reduce or cancel insurance cover
Change of Instructions Form
Change my contact details, authorised representative or financial adviser
Choice of Super Fund
Exercise choice of fund
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
Insurance election form
Elect to maintain insurance cover
Insurance reinstatement form
Request to reinstate insurance cover after it has been cancelled due to inactivity
Insurance transfer form
Transfer insurance from another provider
Life stages insurance – D&TPD form
Increase your current insurance cover
Life stages insurance salary continuance form
Life Stages cover has been introduced on salary continuance cover
Nomination of Beneficiary Form
Nominate a beneficiary
Notice of intent to claim or vary a deduction for personal super contributions Form
Claim or vary a deduction for personal super contributions
Superannuation Contributions Splitting Application Form
Split my superannuation contributions with my spouse
Switch form
Move money from one fund to another
Transfer Authority Form
Transfer monies from another fund
Withdrawal Form
Make a withdrawal
Work Test Declaration Form
Confirm your eligibility to make personal contributions
Offer Documents and Product Disclosure Statements
Download Target Market Determination (TMD)
Continuous disclosure and important information
Forms
Contribution formMake a superannuation contribution (personal or employer)
Investment instructions
Buy or sell investments in my DIY fund
Broker nomination
Nominate a broker to trade investments in my DIY fund on my behalf
Benefit transfer request
Transfer monies from another fund
Instruction to commence pension
Start a pension in my DIY fund
Commute funds from pension to super
Binding nomination - Trustee Service
Nominate a beneficiary in my Small APRA Fund
Binding nomination - SMSF
Nominate a beneficiary in my SMSF
Superannuation contribution splitting application
Split my superannuation contributions with my spouse
Convert to account based pension - SMSF
Convert my SMSF allocated pension to an account based pension
Withdrawal form
Make a withdrawal from my DIY Super fund
Pension Refresh
Consolidate your existing pension account
Request to transfer out
Transfer administration of your DIY fund to another provider
Request to wind up fund
Permanently wind up your DIY fund
Offer Documents and Product Disclosure Statements
Download Target Market Determination (TMD)
Continuous Disclosure and Important Information
Financial services guide for direct investors
Change of Instructions Form
Change my contact details, authorised representative or financial adviser
Perpetual's Pooled Super Trust Withdrawal Form
Make a withdrawal
Transfer insurance from another provider
Insurance transfer form
Apply for insurance using the short application
Apply for insurance - short form
Apply to increase your current cover through Life stages
Select Super Plan Life stages insurance form
Apply for insurance using the standard application
Apply for insurance - standard form
Elect to maintain insurance cover
Insurance reinstatement form
Request to reinstate insurance cover after it has been cancelled due to inactivity
Reduce or Cancel Cover Form
Reduce or cancel cover using the application form
Select Application for Additional Investment & Features Form
Make an additional investment (for members)
Select Super Plan Transfer Authority Form
Transfer monies from another fund
Notice of intent to claim or vary a deduction for personal super contributions Form
Claim or vary a deduction for personal super contributions
Select Superannuation Contributions Splitting Application Form
Split my superannuation contributions with my spouse
Select Super Fund Choice Nomination Form
Exercise choice of fund
Select Super Plan Change of Instructions
Change my contact details, authorised representative or financial adviser
Select Super Plan Beneficiary Nomination
Nominate a beneficiary
Select Super Plan Switch Form
Change my investment options
Benefit Payment Instruction Form
Request to rollover your account or if you are eligible and have met a condition of release, request a withdrawal
Work Test Declaration Form
Confirm your eligibility to make personal contributions
Offer Documents and Product Disclosure Statements
Download Target Market Determination (TMD)
Continuous disclosure and important information
Financial services guide for direct investors