DIY Super Solutions

Ability to outsource administrative and compliance aspects.

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

Trade shares online through your adviser or account manager
Investment control
Outsourced custody
Minimum existing funds: $400,000

Perpetual Small APRA Fund service

Trade shares online through your adviser or account manager
Investment control
Outsourced custody
Outsourced compliance
Minimum existing funds: $400,000

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.

Control and flexibility

Enjoy complete control over your SMSF investment strategy, including the flexibility to hold a wide selection of assets, such as shares, Exchange Traded Funds, managed funds, property and cash. You can also trade shares using the service.

Outsourced custody and administrative support

We act as the day-to-day administrator of your fund. This includes administering your benefits and managing tax and regulatory requirements. We also act as custodian of your assets, giving you more time to focus on your fund’s investment strategy.

Manage tax more effectively

An SMSF allows you to adopt more sophisticated retirement and financial planning strategies when compared to retail super funds, including tax effective strategies that relate to the treatment of income and capital gains.

Estate planning outcomes

An SMSF gives you greater control over your retirement capital and can play a significant role in improving your estate planning outcomes. Expert financial planning advice can help you take advantage of these opportunities.

More information:

The Perpetual Small APRA Fund Service is 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.

Fully outsourced trustee, custody and administration

As trustee of your fund, we will comprehensively manage the compliance, administration and custody of your fund’s assets. With these responsibilities and obligations outsourced, you can focus your attention on investment and financial planning decisions.

Investment flexibility

You can select from five investment strategies across a range of assets such as shares, managed funds, property, cash and other investments.

Manage tax more effectively

By using the service, you have greater flexibility to implement sophisticated retirement and financial planning strategies, such as capital gains tax planning.

Estate planning outcomes

With greater control over your retirement capital, you are better able to optimise your estate planning arrangements. Expert financial planning advice can help you take advantage of these opportunities.

The trustee and its operations

Perpetual Superannuation Limited (PSL) is the trustee of the Fund. View all details for the Trustee and its Operations including executive remuneration.

More information:

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.

Find out more

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.

Australia and New Zealand

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Americas

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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.

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Europe

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