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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.
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.