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| Rebate Offer |
4.0% (100%) |
| Minimum Initial Investment |
$20,000 |
| Expected Close Date |
Ongoing |
| Description |
Access over 60 managed funds with the Perpetual WealthFocus Pension Plan Platform. |
| Product Disclosure Statement |  | Download Product Disclosure Statement (PDS) |  | Request Product Disclosure Statement (PDS) |
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The Perpetual WealthFocus Pension Plan aims to provide a tax-effective income stream in retirement. It is part of the same trust structure as the Perpetual WealthFocus Super Plan and provides you with access to many of the same features, investments and benefits as the super plan.
The WealthFocus Super Plan and Pension Plan is a flexible and tax-effective solution for all your retirement savings and income needs.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee on investments in the Perpetual WealthFocus Pension as additional 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) |
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| BlueChip20 | Own a $10,000 share portfolio in Australia's top 20 companies for $5 brokerage. more info
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| Travel Insurance | Book travel insurance through 2020 DIRECTINVEST for a 30% discount off the premium. more info
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