|
|
|
|
Rebate Offer
|
4.0% (100%)
|
|
Minimum Initial Investment
|
$2,000
|
|
Expected Close Date
|
Ongoing
|
| Product Disclosure Statement |  Download Product Disclosure Statement (PDS) |  Request Product Disclosure Statement (PDS) |
|
|
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).
The Perpetual WealthFocus Investment platform continues to be available but only as an electronic PDS.
*Buy/sell spreads will apply on switches.
| 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. |
| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) |
|
|
|
|