End of Financial Year

To invest you should read the current Product Disclosure Statement (PDS) for the relevant fund – whether for investment, superannuation or retirement, and complete the application form within the PDS for that fund. You may invest via BPay or Direct Debit or post your application form with your cheque to your financial adviser or directly to Perpetual's Sydney office (no postage required): 

Reply Paid 4171
Perpetual Investments
GPO Box 4171
Sydney NSW 2001 

Investment products
MUFG Corporate Markets (AU) Limited
Attention: Unit Registry Services
Locked Bag 5038
Parramatta NSW 2124

Superannuation and Pension products 
Select Super/Pension:
Reply Paid 616
PO Box 617
SYDNEY NSW 2000

Download copies of our offer documents when you visit Investment, Superannuation or Retirement.

The minimum initial investment amount varies between funds. It can also depend on whether you enter a savings plan facility or not.  Information on the minimum initial investment required for each fund is available in the Product Disclosure Statement (PDS). Please visit Investment, Superannuation or Retirement to find our range of funds. 

For Perpetual’s Select Investment Funds, your first deduction will occur on the 10th (or the following business day) of the month. Fortnightly savings plan contributions will be deducted from your nominated account on alternate Thursdays (as set by Perpetual) or the following business day if the Thursday is a public holiday.

More information about switching is available in the offer documents which can be found in the section relevant to your investment - Investment, Superannuation or Retirement. There are no entry or exit fees for switching only buy/sell spreads.

Perpetual Investments funds are offered to Australian and New Zealand residents only.

Not all our funds are available to New Zealand investors. Currently Perpetual WealthFocus Investments - Perpetual Series, and Perpetual's Wholesale Funds are available to New Zealand residents.