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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
Perpetual Select Pension Plan Forms
Select Pension Plan refresh form
Consolidate your existing pension plan account
Select Pension Plan Beneficiary Nomination
Nominate a beneficiary
Change my investment options
Select Super Pension Change Instructions Form
Change my contact details, authorised representative or financial adviser
Select Pension Plan Benefit Payment Form
Apply for a benefit payment
Transfer monies from another fund
Tax File Number declaration
Offer Documents and Product Disclosure Statements
Download Product Disclosure Statement (PDS)
Download Target Market Determination (TMD)
Offer Documents and Product Disclosure Statements
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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.
Singapore
Please read this information carefully as it governs your use of this website. The contents of this website and the products and services mentioned are intended for persons residing in Singapore, and the information on this website if only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. 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.