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Superannuation and retirement
Range of flexible solutions
Important notice: Change of trustee
1 March 2025: Perpetual Superannuation Limited (ABN 84 008 416 831 AFSL 225246 RSE L0003315) (PSL), has retired as trustee of the funds listed below (together "the Funds"), and entered into a Deed of Retirement and Appointment with Equity Trustees Superannuation Limited (ABN 50 055 641 757 AFSL 229757 RSE L0001458) (ETSL) for each of the Funds. ETSL has been appointed as the new trustee of the Funds with effect from 1 March 2025.
Offering a range of flexible superannuation solutions.
Superannuation is a long-term savings vehicle designed to provide you with income during retirement. If you have retired or are approaching retirement, converting your superannuation balance into one of our pension products can ensure that you receive a steady income stream and may provide a tax effective solution for your superannuation savings.
Perpetual’s superannuation and retirement solutions aim to help you meet your retirement goals on your journey from employment through to retirement. We offer a range of superannuation solutions that are flexible, convenient and can help you reach retirement with the funds to enjoy the lifestyle you want in retirement.
WealthFocus offers simplicity, choice and value. It provides a single point of access to some of Australia’s and the world’s most highly regarded investment managers.
WealthFocus Super
Build your retirement savings in WealthFocus Super from either Employer or personal contributions. Life insurance options are available to protect you and your family.
WealthFocus Pension
Once you’re ready to retire, WealthFocus pension provides you with the flexibility to choose the amount and frequency of your income payments. What’s more, all payments are tax-free once you’re aged 60 and over
Offers the choice of multi-asset class (diversified options) or single-asset class option, allowing you to tailor an investment portfolio that meets your individual needs.
Select Super
Allows you to save for your retirement and protect your wealth along the way by accepting all eligible contributions made by you or on your behalf as well as offering death, disability and salary continuance insurance cover to eligible members.
Select Pension
Pays you a regular income from your accumulated superannuation when you retire (or meet another condition of release under superannuation law).
Super Wrap
Suitable for investors who seek a wide range of investment options and the convenience of consolidated reporting, but do not wish to manage the administrative and compliance burden of maintaining their investments.
Designed to help you achieve your pre-retirement, transition to retirement, and post-retirement needs offering both a Superannuation and Pension solution which includes the convenience of consolidated portfolio reporting.
Perpetual’s DIY super solutions are designed for investors who want a high level of control and flexibility over their retirement investments but would like to outsource the administrative and compliance aspects of their super fund.
Perpetual Self Managed Super Fund service
We can help you establish your Self Managed Super Fund (SMSF). While you, as trustee of the Fund, have ultimate responsibility, we provide the critical administrative support and asset custody services you need to make it easy to manage the day-to-day operations of your fund.
Perpetual Small APRA Fund Service
A comprehensive trustee service that enables you to enjoy the choice and flexibility of a DIY super fund without the responsibility of being a trustee. We will help you to establish your Small APRA Fund and provide full ongoing management of your fund.
Equity Trustees Superannuation Limited (ETSL)
Equity Trustees Superannuation Limited is the trustee of the Fund. Learn more about our Trustee including our Trustee including their Privacy Statement, Complaints Resolution Guide and other required disclosures in the link below.
Prior to 1 March 2025, Perpetual Superannuation Limited (PSL) was trustee of Perpetual's Superannuation Products.
Why Perpetual?
Investment choice
Convenient features
Highly acclaimed
DIY
Investment choice
Choose from a broad range of investment options, managed by Perpetual and other leading investment managers.
Convenient features
Easily manage your super investments with features such as online access, regular savings plans and optional personal insurance cover.
Highly acclaimed
We have been recognised through industry awards, including the 2013 AFR Smart Investor Blue Ribbon Awards Fund Manager of the Year & Morningstar Australian Fund Manager of the Year for 2013 and 2014.
DIY
If you want greater control over your investment strategy and have $400,000 or more to invest, one of Perpetual’s DIY super fund service solutions could be suitable for you.
Portfolio Holding Disclosure
Your super or pension investment options are made up of underlying assets. These underlying assets or ‘portfolio holdings’ and additional information are available to members. Portfolio holdings for all our investment options - Perpetual Select Super Plan, Perpetual WealthFocus Super Plan and Perpetual Super Wrap, can be found by accessing the link below.
As one of the most trusted providers of financial products and services in Australia, Perpetual has been entrusted by generations of Australians to manage, grow and protect their wealth.
Retirement Income Strategy
Equity Trustees Superannuation Limited's Retirement Income Strategy outlines how we aim to assist our members in and approaching retirement with their retirement income needs.
Need advice?
If you need advice about establishing a DIY super fund or transferring your existing DIY fund to Perpetual, speak to your financial adviser or contact Perpetual.
Mark Smith, Group Executive, Perpetual Private
"Regardless of the current size of your super pot or the complexity of your financial circumstances, well-executed super strategies can make a substantial difference to your financial wellbeing."
December 14, 2022
Contact us or call us on 1800 022 033
Funds
Perpetual Investment Management Limited ABN 18 000 866 535 AFSL 234426 and Equity Trustees Superannuation Limited (ETSL) ABN 50 055 641 757, RSE Licence L0001458, AFSL 229757 are the issuers or trustee of the funds. Learn more about our Trustee including our Trustee including their Privacy Statement, Complaints Resolution Guide and other required disclosures here.
Prior to 1 March 2025, Perpetual Superannuation Limited (PSL) was trustee of Perpetual's Superannuation Products.
You can find a link to PSL's historic details here.
The product disclosure statement (PDS) for the funds, issued by PIML or ETSL, should be considered before deciding whether to acquire, dispose, or hold units in the Fund. The PDS and Target Market Determination can be obtained by calling or visiting our website www.perpetual.com.au.
Perpetual WealthFocus Super Plan and Pension Plan are products of Perpetual WealthFocus Superannuation Fund (ABN 41 772 007 500, RES R1057010) (Fund.) Equity Trustees Superannuation Limited (ETSL) is the trustee of the Fund.
Perpetual Select Super Plan and Pension Plan are products of Perpetual's Select Superannuation Fund (ABN 51 068 260 563, RES R1057034) (Fund.) Equity Trustees Superannuation Limited (ETSL) is the trustee of the Fund.
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Americas
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United Kingdom
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Europe
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.