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Investment Opportunities > Allocated Pensions > Pension Master Trusts > Perpetual WealthFocus Super Plan & Pension Plan Print this page [ A ] [ A ] [ A ]
 

Pension Master Trusts

Perpetual WealthFocus Super Plan & Pension Plan

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
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WealthFocus Investment WealthFocus Super WealthFocus Pension

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.

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BlueChip20
Own a $10,000 share portfolio in Australia's top 20 companies for $5 brokerage. more info
 
Travel Insurance
Book travel insurance through 2020 DIRECTINVEST for a 30% discount off the premium. more info
 
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