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Rebate Offer
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4.0% (100%)
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Minimum Initial Investment
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$3,000
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Expected Close Date
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Ongoing
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| Product Disclosure Statement |  Download Product Disclosure Statement (PDS) |  Request Product Disclosure Statement (PDS) |
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The Perpetual WealthFocus Super Plan is an advanced investment platform offering you a range of quality investment funds within one package. WealthFocus Super Plan is a convenient and generally tax-effective way for you to accumulate wealth for your retirement. The range of investment options and flexible features allow you to tailor your investment to best suit your wealth accumulation goals.
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.
Perpetual has created features that save you time:
- Online access to correspondence and consolidated reporting
- A savings plan for regular contributions
- A dollar cost averaging plan
- Flexible payment options with BPAY or direct debit
Beside your personal contributions the WealthFocus Super Plan allows you to receive a variety of contributions:
- Salary sacrifice contributions
- Employer contributions
- Spouse contributions
- Government co-contributions
- Transfers of overseas superannuation money
The Perpetual WealthFocus Super Plan was launched in October 2003 and provides a broad of investment options and features to save time. This allows investors to focus on what really matters - building wealth for a secure retirement. WealthFocus Super has the backing and strength of the Perpetual Group, a company that has managed, protected and grown the wealth of its clients for more than 120 years.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.5% entry fee on investments in the Perpetual Wealthfocus platform 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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| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) |
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