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Retirement forms, PDS and offer documents
Access detailed information on all Perpetual products.
Access to myPerpetual
December 5, 2023. myPerpetual is now accessible with limited functionality. Full access remains impacted by the IT security incident and we are continuing to work on restoring functionality.
For information about access and functionality, please refer to our guide here. Until full functionality is restored, please visit this page or contact Perpetual Client Services on 1800 022 033 for information on making a transaction on your account. myStatements will no longer be accessible from Friday 8 December, 2023, and clients should go directly to myPerpetual for statements.
Forms, PDSs and Offer Documents
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Individual Investors
Financial Advisers
Forms
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 my contact details, authorised representative or financial adviser
Nomination of beneficiary form
Nominate a beneficiary
Consolidate my existing Pension Plan account balance
Reversionary Beneficiary Nomination or Change Form
Nominate or change
Move money from one fund to another
Transfer moneys from another fund
Rollover Authority Form
Make a withdrawal
Tax File Number Declaration Form
Declare your Tax File Number
Offer Documents and Product Disclosure Statements
Perpetual WealthFocus Pension Plan Features Book
Perpetual WealthFocus Investment Book
Target Market Determination (TMD)
Perpetual Wealthfocus Pension Plan Continuous disclosure and important information
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 Plan Beneficiary Nomination
Nominate a beneficiary
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
Transfer monies from another fund
Tax File Number declaration
Offer Documents and Product Disclosure Statements
Download Product Disclosure Statement (PDS)
Download_Target Market Determination (TMD)
Offer Documents and Product Disclosure Statements
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Australia and New Zealand
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
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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.