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Perpetual WealthFocus Investment Advantage

Fund Category Miscellaneous
Minimum Initial Investment $2,000
Expected Close Date Ongoing
Perpetual Wealthfocus Image

 

The Perpetual WealthFocus Investment Advantage is a new kind of investment platform with a unique tax advantage - switching between investment options can be completed without incurring capital gains tax. The Perpetual WealthFocus platform has been designed to make investing easier by providing investors with access to an extensive investment menu, consolidated reporting, online access, easy features to save you time and manage your investments more effectively.

100% entry fee rebate
Invest via 2020 DIRECTINVEST for 100% entry fee rebate on the Perpetual WealthFocus range of products. If you have an existing investment we can code your account for all future investments to receive the entry fee rebate by completing our simple one page Fund Broker Nomination Form.

Unique tax structure
Investors can their investment portfolio from over 70 investment options across different asset classes. The portfolio is structured based on the proportion of each investment option held in the portfolio and the value of the investment options held.
 

Example for a $10,000 investment
Investment Option 1 - $5,000
Investment Option 2 - $3,000 = 1 unit
Investment Option 3 - $2,000  
  • CGT-free switching. Move across investment options without triggering CGT
  • CGT-free partial withdrawals until the cost base is reduced to zero. Partial withdrawals do not incur CGT unless the withdrawal amount exceeds the cost base of the unit.
  • If the initial investment is held for more than 12 months, the CGT discount applies to all investments. Additional investments in WealthFocus Investment Advantage will not alter the acquisition date.

Other features

Current Minimum Investment Amounts
Initial investment amount $2,000
Initial investment per fund with savings plan $1,000
Additional investment per fund $1,000
Savings plan/Dollar cost averaging per fund $100
Minimum withdrawal $1,000
Minimum switches $1,000
  • Efficient investing. Time saving features such as dollar cost averaging, auto-rebalancing and regular withdrawal plan.
  • Flexible payment options with BPAY or direct debit.
  • Online access to your investment portfolio
  • Competitive and simple fee structure. Fee free switching* and 100% entry fee rebate via 2020 DIRECTINVEST.

The Perpetual WealthFocus Investment Advantage is unlike any other platform on the market with the unique tax structure backed by an ATO Product Ruling (PR 2008/62).

*Buy/sell spreads will apply on switches.

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FEE DISCLOSURE

2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee on investments in the Perpetual WealthFocus Investment Advantage as addtional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.60% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.

Disclaimers and other important information


Investments

Australian shares
International shares
Property
Fixed income
Cash

 

Investment products

Managed Funds
Managed Accounts
Superannuation Funds
Wrap Accounts
Insurance Bonds

Strategies

St George Margin Lending
BT Margin Lending
Investment Bond
Sophisticated Investor Opportunities
Self Managed Super Funds

Fund managers

Colonial First State
Perpetual Wealthfocus
BT Investment Funds
MLC Masterkey
Spectrum Super

Australian Fund Managers

Investor Education

Managed investments
Superannuation
Separately managed accounts
Wrap accounts

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