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Superannuation 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.
Superannuation Forms, PDS and Offer Documents
Use the accordion below to find detailed information of the corresponding Superannuation fund. Find offer documents, application forms, PDS's, important information and continuous disclosures.
Perpetual DIY Super Forms
Contribution form
Make a superannuation contribution (personal or employer)
Investment instructions
Buy or sell investments in my DIY fund
Broker nomination
Nominate a broker to trade investments in my DIY fund on my behalf
Benefit transfer request
Transfer monies from another fund
Instruction to commence pension
Start a pension in my DIY fund
Pension to super commutation form
Commute funds from pension to super
Binding nomination - Trustee Service
Nominate a beneficiary in my Small APRA Fund
Binding nomination - SMSF
Nominate a beneficiary in my SMSF
Superannuation contribution splitting application
Split my superannuation contributions with my spouse
Convert to account based pension - SMSF
Convert my SMSF allocated pension to an account based pension
Withdrawal form
Make a withdrawal from my DIY Super fund
Pension Refresh
Consolidate your existing pension account
Request to transfer out
Transfer administration of your DIY fund to another provider
Request to wind up fund
Permanently wind up your DIY fund
Commute funds from pension to super
Binding nomination - Trustee Service
Nominate a beneficiary in my Small APRA Fund
Binding nomination - SMSF
Nominate a beneficiary in my SMSF
Superannuation contribution splitting application
Split my superannuation contributions with my spouse
Convert to account based pension - SMSF
Convert my SMSF allocated pension to an account based pension
Withdrawal form
Make a withdrawal from my DIY Super fund
Pension Refresh
Consolidate your existing pension account
Request to transfer out
Transfer administration of your DIY fund to another provider
Request to wind up fund
Permanently wind up your DIY fund
Offer Documents and Product Disclosure Statements
Perpetual Small APRA Fund Service
Product Disclosure Statement Part 1 Features Book
Product Disclosure Statement Part 2 Schedule of Fees and Costs
Download Target Market Determination (TMD)
Continuous disclosure and important information
Financial Services Guide for direct investors
Perpetual Self Managed Super Fund (SMSF) Service
Administration Service Guide Part 1 Features Book
Administration Service Guide Part 2 Schedule of Fees and Costs
Perpetual Select Super Plan Forms
Transfer insurance from another provider form
Insurance transfer form
Apply to increase your current cover through Life Stages
Select Super Plan Life stages insurance form
Apply for insurance using the standard application
Apply for insurance - standard form
Insurance election form
Elect to maintain insurance cover
Insurance reinstatement form
Request to reinstate insurance cover after it has been cancelled due to inactivity
Reduce or Cancel Cover Form
Reduce or cancel cover using the application form
Select Additional Investment & Features Form
Make an additional investment (for members)
Select Super Plan Transfer Authority Form
Transfer monies from another fund
Notice to intent to claim or vary a deduction for personal super contributions form
Claim or vary a deduction for personal super contributions
Select Superannuation Contributions Splitting Application Form
Split my superannuation contributions with my spouse
Super Fund Choice Nomination Form
Exercise choice of fund
Select Super Change Instructions Form
Change my contact details, authorised representative or financial adviser
Select Super Plan Beneficiary Nomination
Nominate a beneficiary
Select Super Trust switch form
Change my investment options
Benefit Payment Instruction Form
Request to rollover your account or if you are eligible and have met a condition of release, request a withdrawal
Offer Documents and Product Disclosure Statements
Download Target Market Determination (TMD)
Offer Documents and Product Disclosure Statements