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Superannuation and retirement
Range of flexible solutions
Important notice: Proposed change of trustee
10 December 2024: Perpetual Superannuation Limited (ABN 84 008 416 831 AFSL 225246 RSE L0003315) (PSL), the current trustee of the funds listed below (together "the Funds"), has decided to retire as trustee of the Funds and enter into a Deed of Retirement and Appointment with Equity Trustees Superannuation Limited (ABN 50 055 641 757 AFSL 229757 RSE L0001458) (ETSL) for each of the Funds. Subject to the finalisation of all necessary legal agreements, ETSL will be appointed as the new trustee of the Funds with effect from 1 March 2025.
Offering a range of flexible superannuation solutions.
Superannuation is a long-term savings vehicle designed to provide you with income during retirement. If you have retired or are approaching retirement, converting your superannuation balance into one of our pension products can ensure that you receive a steady income stream and may provide a tax effective solution for your superannuation savings.
Our superannuation and retirement solutions aim to help you meet your retirement goals on your journey from employment through to retirement. We offer a range of superannuation solutions that are flexible, convenient and can help you reach retirement with the funds to enjoy the lifestyle you want in retirement.
WealthFocus offers simplicity, choice and value. It provides a single point of access to some of Australia’s and the world’s most highly regarded investment managers.
WealthFocus Super
Build your retirement savings in WealthFocus Super from either Employer or personal contributions. Life insurance options are available to protect you and your family.
WealthFocus Pension
Once you’re ready to retire, WealthFocus pension provides you with the flexibility to choose the amount and frequency of your income payments. What’s more, all payments are tax-free once you’re aged 60 and over
Equity Trustees Superannuation Limited (ETSL)
Equity Trustees Superannuation Limited is the trustee of the Fund. Use the link below to learn more about our Trustee including our Trustee including their Privacy Statement, Complaints Resolution Guide and other required disclosures
Prior to 1 March 2025, Perpetual Superannuation Limited (PSL) was trustee of Perpetual's Superannuation Products.
Why Perpetual?
Investment choice
Convenient features
DIY
Investment choice
Choose from a broad range of investment options, managed by both our team and other leading investment managers.
Convenient features
Easily manage your super investments with features such as online access, regular savings plans and optional personal insurance cover.
DIY
If you want greater control over your investment strategy and have $400,000 or more to invest, one of Perpetual’s DIY super fund service solutions could be suitable for you.
Portfolio Holding Disclosure
Your super or pension investment options are made up of underlying assets. These underlying assets or ‘portfolio holdings’ and additional information are available to members. Portfolio holdings for all Perpetual WealthFocus Super Plan investment options - can be found by accessing the link below.
Annual outcomes assessments
Retirement Income Strategy
Perpetual's Retirement Income Strategy outlines how we aim to assist our members in and approaching retirement with their retirement income needs.
Need advice?
If you need advice about establishing a DIY super fund or transferring your existing DIY fund to us, speak to your financial adviser or contact our team.
Perpetual Investment Management Limited ABN 18 000 866 535 AFSL 234426 and Equity Trustees Superannuation Limited (ETSL) ABN 50 055 641 757, RSE Licence L0001458, AFSL 229757 are the issuers or trustee of the funds. The product disclosure statement (PDS) for the funds, issued by PIML or ETSL, should be considered before deciding whether to acquire, dispose, or hold units in the Fund. The PDS and Target Market Determination can be obtained by calling or visiting our website www.perpetual.com.au.
Perpetual WealthFocus Super Plan and Pension Plan are products of Perpetual WealthFocus Superannuation Fund (ABN 41 772 007 500, RES R1057010) (Fund.) Equity Trustees Superannuation Limited (ETSL) is the trustee of the Fund.
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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
Please read this information carefully as it governs your use of this website. Except as otherwise indicated, the contents of this website and the products and services are intended for persons residing in the United States, and the information on this website is only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. Persons in such jurisdictions must not use this website. By clicking the “Proceed” button below, you are agreeing to these terms.
United Kingdom
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.
Europe
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.