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Perpetual WealthFocus Pension Plan

Fund Category Miscellaneous
Minimum Initial Investment $20,000
Expected Close Date Ongoing


 

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.

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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.

Disclaimers and other important information

Investments

Australian shares
International shares
Property
Fixed income
Cash

 

Investment products

Managed Funds
Managed Accounts
Superannuation Funds
Wrap Accounts
Insurance Bonds

Strategies

St George Margin Lending
BT Margin Lending
Investment Bond
Sophisticated Investor Opportunities
Self Managed Super Funds

Fund managers

Colonial First State
Perpetual Wealthfocus
BT Investment Funds
MLC Masterkey
Spectrum Super

Australian Fund Managers

Investor Education

Managed investments
Superannuation
Separately managed accounts
Wrap accounts

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