Sign up for updates

Perpetual WealthFocus Super Plan & Pension Plan

Fund Category Miscellaneous
Minimum Initial Investment $3,000
Expected Close Date Ongoing

Perpetual Wealthfocus Image



 

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.

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.

Superannuation Contribution Remittance

To make a contribution to this superannuation fund, please post your remittance advice to:

Perpetual WealthFocus Super Plan
Reply Paid 4171
GPO Box 4171
SYDNEY NSW 2001

Troubleshooting PDS downloads

Product disclosure statements from the 2020 DIRECTINVEST website will open in a pop-up window. Click here for help allowing pop-up windows on this website.

FEE DISCLOSURE

 

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

PRIVACY POLICY  |  TERMS & CONDITIONS SITEMAP

© 2020 DIRECTINVEST 2016   |  A member of Mason Stevens Group |  ABN 89 069 774 456 

Corporate Authorised Representative AR No 336649  | Financial Services Guide