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Superannuation 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.
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Superannuation Forms, PDS and Offer Documents
Use the accordion below to find detailed information of the corresponding Superannuation fund. Find offer documents, application forms, PDS's, important information and continuous disclosures.
Invest using Perpetual's online application form
Individual Investors
Financial Advisers
Perpetual WealthFocus Super Plan Forms
Make an application
Additional Investment & Features Form
Application for additional investment and features form
Application for insurance - full application
Apply for insurance - full application
Application to reduce or cancel insurance cover
Reduce or cancel insurance cover
Change my contact details, authorised representative or financial advise
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
Consent to deductions of ongoing fee arrangements form
Elect to maintain insurance cover
Request to reinstate insurance cover after it has been cancelled due to inactivity
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
Move money from one fund to anothe
Transfer monies from another fund
Make a withdrawal
Offer Documents and Product Disclosure Statements
Perpetual WealthFocus Super Plan PDS
Perpetual WealthFocus Investment Book
Perpetual WealthFocus Super Plan Insurance Book
Perpetual WealthFocus Super Plan Target Market Determination
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Australia and New Zealand
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