What can we help you find?
Your search had no results
Please try the following to find what you’re looking for:
- Check your spelling
- Try different words or word combinations (E.g. "fund form")
Other Popular Searches
Retirement forms, PDS and offer documents
Access detailed information on all Perpetual products.
Access to myPerpetual
myPerpetual is your online portal for account management, including access to your statements, online transactions and client maintenance changes. For information on functionality and using myPerpetual, please visit this page.
If you have difficulty accessing functionality within myPerpetual, please contact Perpetual Client Services on 1800 011 022.
Forms, PDSs and Offer Documents
Use the accordion below to find detailed information of the corresponding investment fund. Find offer documents, application forms, PDS's, important information and continuous disclosures.
Invest using Perpetual's online form
Individual Investors
Financial Advisers
WealthFocus Pension Plan 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 fee
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
WealthFocus Pension Plan 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
Choose your region
Choose your location
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.