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

Forms


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 PDS part 1

Download PDS part 2

Download Target Market Determination (TMD)

Insurance Book

Continuous disclosure and important information





Forms

Contribution form
Make 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
 
Pension to super commutation form
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 


Forms

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

Perpetual's Pooled Super Trust Withdrawal Form
Make a withdrawal
Forms

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

Insurance election 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 PDS

Download Target Market Determination (TMD)

Continuous disclosure and important information

Financial services guide for direct investors




Offer Documents and Product Disclosure Statements