On 13 May 2025 we will transition to a new external registery service provider, MUFG Pension and Markets (MUFG). Given we were approaching the end of our partnership with our current external registry provider, a comprehensive review and due diligence process was undertaken to ensure we had a fit-for-purpose solution for the long term.

A registry provider is a regulated entity that manages a range of admistrative functions for a superannuation fund, including but not limited to processing contributions, withdrawals, transfers, and maintaining member details. They are typically regulated by the Australian Prudential regulated Authority (APRA). Perpetual utilises an external unit registry provider. Given we were approaching the end of our partnership with our current provider, a comprehensive review and due diligence process was undertaken to ensure we had a fit-for-purpose solution for the long term.

MUFG is a leading global financial services group, providing a range of investment and administrative solutions for clients across the globe. We aim to provide the best possible outcomes and experiences for our members, advisers and investors, and while we acknowledge this change may initially be disruptive, it is a crucial step to ensure we provide a quality experience into the future.

The transition will occur from 13 May 2025.

No. All members and investors remain invested with the same Perpetual products as they were prior to the registry transition.

Investment performance for your products will not be impacted by the registry transition to MUFG.

No. Given we were approaching the end of our partnership with our current external registry provider, a comprehensive review and due diligence process was undertaken to ensure we had a fit-for-purpose solution for the long term.

Given the role of a registry provider there will be changes to the way members, advisers and investors engage, administer and transact through the new portal. We acknowledge that these changes may initially be disruptive, however the transition to a new registry ensure we can provide a high quality offering into the future.

The transition to MUFG has been made in the best interests of our members. MUFG is a leading global financial services group and the transition is a crucial step to ensure we provide a quality member experience into the future.

Yes, there are some PDS changes being made. A summary of these changes will be listed in the Significant Event Notice and more information on the changes can be found at here 

Yes however there are 2 distinct businesses under MUFG Pension and Market Services. MUFG Corporate Markets will manage the registry services for the Unlisted Trust products, and MUFG Retirement and Super Solution (RSS) will manage the registry for Super/Pension products.

Select Super Plan, Select Pension Plan, WealthFocus Super Plan and WealthFocus Pension Plan

Yes, your online portal login details will change. MUFG will be sending a communication to you close to 13th May with your new portal login details, and any activities you need to complete to register access and first logging into your account.

For all processing impacts due to the transition please refer to the table 'Temporary Limited Service Period' above.

No, clients will find their Unlisted Trust and Super/Pension holdings on different MUFG portals. Closer to 13th May MUFG will send your clients onboarding letters with specific login user IDs to register their access for the different portals.

No, you can self-service adding new support staff members on the MUFG portals. Once the staff members email is inputted on the portal they will receive an email to complete their account registration, and will see all linked accounts to you as the primary Advisor.

If the investment account commenced prior to July 2021 please contact the MUFG Investor Centre on 1800 022 033 to request a transaction statement from inception.