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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.
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