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Rebate Offer
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4.0% (100%)
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Minimum Initial Investment
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$20,000
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Expected Close Date
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Ongoing
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Description
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Access over 60 managed funds with the Perpetual WealthFocus Pension Plan Platform.
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| 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. The Perpetual WealthFocus Pension Plan is an account based pension plan with:
- No fixed term, pension finishes when the account balance is exhausted
- At least an annual minimum payment
- Withdrawal of remaining benefits in a lump sum at any time
100% entry fee rebate
The Perpetual WealthFocus product suite is available from 2020 DIRECTINVEST with 100% entry fee rebate. This applies to the initial investment, regular and additional investments, and any rollovers. For existing investors, the rebate is also available by completing our one page Fund Broker Nomination Form.
Perpetual WealthFocus Pension Plan has:
- A diverse investment menu
- Features that save you time
- Competitive and simple fee structures
- Easy and consolidated access to your investments; and
- Online access to your account
Perpetual WealthFocus is an investment platform that has been designed to minimise the complexity of investing by providing access to a comprehensive range of highly rated, competitively priced investment options within one convenient package. Perpetual Investment Management Limited has more than 120 years of experience in financial markets and $24 Billion in funds under management.
| 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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