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| Rebate Offer |
4.0% (100%) |
| Minimum Initial Investment |
$3,000 |
| Expected Close Date |
Ongoing |
| Description |
Access over 50 managed funds with the Perpetual Wealthfocus Super Plan. |
| Product Disclosure Statement |  | Download Product Disclosure Statement (PDS) |  | Request Product Disclosure Statement (PDS) |
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Perpetual Wealthfocus Super is a convenient investment platform through which you can accumulate wealth for your retirement years. The diversity of investment options, investment managers and flexible features allow you to tailor your investment to best suit your wealth accumulation goals. When you are ready to retire or supplement your income after reaching preservation age, you can easily transfer within Perpetual from Perpetual Wealthfocus Superannuation to Perpetual Wealthfocus Pension.
Investment Choice
Take full control of your super - with multiple investment options offered by Perpetual Wealthfocus, you are able to choose how your superannuation is invested as opposed to being forced into investment options that don't suit you. The Perpetual WealthFocus Super Plan offers investors the choice of over 50 investment options from a wide variety of managers. There are six different investment categories, ranging from Australian shares to international shares, property, income, cash and diversified. Investors can invest either in a single asset class, or diversify across multiple asset classes.
Flexibility
Perpetual Super has been designed to allow for flexibility - all or part of an investor's investment can be switched from one option to another, free of charge at any time.
Key Features - offered by Perpetual Wealthocus Superannuation
- consolidated reporting
- more than 50 investment options
- more than 15 investment managers
- Death Only or Death and Total & Permanent Disability (TPD) insurance cover
- a transparent and simple fee structure
- online access to view account details
- online switching between investment options
- a regular savings plan facility
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 o its clients for more than 115 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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| Perpetual Wealthfocus | Looking for a master trust platform for investing? Perpetual Wealthfocus is also available for non-super investments.
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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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