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Superannuation and retirement
Range of flexible solutions
Important notice: Proposed change of trustee
10 December 2024: The current trustee of your Fund, Perpetual Superannuation Limited (ABN 84 008 416 831 AFSL 225246 RSE L0003315) (PSL), has decided to retire as trustee of the Fund and enter into a Deed of Retirement and Appointment with Equity Trustees Superannuation Limited (ABN 50 055 641 757 AFSL 229757 RSE L0001458) (ETSL). Subject to the finalisation of all necessary legal agreements, ETSL will be appointed as the new trustee of the Fund 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.
Perpetual’s 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
Offers the choice of multi-asset class (diversified options) or single-asset class option, allowing you to tailor an investment portfolio that meets your individual needs.
Select Super
Allows you to save for your retirement and protect your wealth along the way by accepting all eligible contributions made by you or on your behalf as well as offering death, disability and salary continuance insurance cover to eligible members.
Select Pension
Pays you a regular income from your accumulated superannuation when you retire (or meet another condition of release under superannuation law).
Super Wrap
Suitable for investors who seek a wide range of investment options and the convenience of consolidated reporting, but do not wish to manage the administrative and compliance burden of maintaining their investments.
Designed to help you achieve your pre-retirement, transition to retirement, and post-retirement needs offering both a Superannuation and Pension solution which includes the convenience of consolidated portfolio reporting.
Perpetual’s DIY super solutions are designed for investors who want a high level of control and flexibility over their retirement investments but would like to outsource the administrative and compliance aspects of their super fund.
Perpetual Self Managed Super Fund service
We can help you establish your Self Managed Super Fund (SMSF). While you, as trustee of the Fund, have ultimate responsibility, we provide the critical administrative support and asset custody services you need to make it easy to manage the day-to-day operations of your fund.
Perpetual Small APRA Fund Service
A comprehensive trustee service that enables you to enjoy the choice and flexibility of a DIY super fund without the responsibility of being a trustee. We will help you to establish your Small APRA Fund and provide full ongoing management of your fund.
Perpetual Superannuation (PSL)
Perpetual Superannuation Limited (PSL) is the trustee of the Fund. View all details for the Trustee and its Operations including executive remuneration.
Why Perpetual?
Investment choice
Convenient features
Highly acclaimed
DIY
Investment choice
Choose from a broad range of investment options, managed by Perpetual 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.
Highly acclaimed
We have been recognised through industry awards, including the 2013 AFR Smart Investor Blue Ribbon Awards Fund Manager of the Year & Morningstar Australian Fund Manager of the Year for 2013 and 2014.
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 our investment options - Perpetual Select Super Plan, Perpetual WealthFocus Super Plan and Perpetual Super Wrap, can be found by accessing the link below.
As one of the most trusted providers of financial products and services in Australia, Perpetual has been entrusted by generations of Australians to manage, grow and protect their wealth.
Retirement Income Strategy
Perpetual Superannuation Limited’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 Perpetual, speak to your financial adviser or contact Perpetual.
Mark Smith, Group Executive, Perpetual Private
"Regardless of the current size of your super pot or the complexity of your financial circumstances, well-executed super strategies can make a substantial difference to your financial wellbeing."
December 14, 2022
Funds
Perpetual Superannuation Limited ABN 84 008 416 831 AFSL 225246 is the issuer of the Funds. You should consider the relevant Fund product disclosure statement or other offer document before deciding whether to invest.
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