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Superannuation and retirement

Superannuation and retirement

Range of flexible solutions

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.

Why Perpetual Wealth?

Investment choice

Convenient features

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.

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.

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.

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.

Perpetual Select Super/Pension

Perpetual Superannuation Limited's Retirement Income Strategy outlines how we aim to assist our members in and approaching retirement with their retirement income needs.

Equity Trustees Superannuation (ETSL)

Equity Trustees Superannuation (ETSL) is the trustee of the Fund. View all details for the Trustee and its Operations including executive remuneration.

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.

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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.

Pricing and Performance

Draw on our trusted brand and deep history, to work to uphold best practices, accountability and integrity in all we do.

 

Perpetual Investment Management Limited ABN 18 000 866 535 AFSL 234426 and Equity Trustees Superannuation Limited (ETSL) ABN 50 055 641 757, RSE Licence L0001458, AFSL 229757 are the issuers or trustee of the funds. The product disclosure statement (PDS) for the funds, issued by PIML or ETSL, should be considered before deciding whether to acquire, dispose, or hold units in the Fund. The PDS and Target Market Determination can be obtained by calling or visiting our website www.perpetual.com.au.

Perpetual Select Super Plan and Pension Plan are products of Perpetual's Select Superannuation Fund (ABN 51 068 260 563, RES R1057034) (Fund.) Equity Trustees Superannuation Limited (ETSL) is the trustee of the Fund.

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