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PERPETUAL SELECT SUPER PLAN PERPETUAL SUPER Insurance in your super IMPORTANT NOTES The information in this document forms part of and should be read in conjunction with: Product Disclosure Statement
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How to fill out perpetual select super plan?

01
Gather necessary information: Before filling out the perpetual select super plan application, make sure you have all the required information handy. This may include personal details, contact information, tax file number, employment details, and other relevant financial information.
02
Review the plan's features and options: Take time to understand the specific features and options offered by the perpetual select super plan. Read through the plan's product disclosure statement or any relevant documentation to familiarize yourself with the plan's investment options, fees, insurance coverage, and any other important details.
03
Complete the application form: Fill out the application form accurately and legibly. Make sure to provide all the requested information, ensuring there are no errors or omissions. Double-check your contact details to ensure they are correct.
04
Nominate beneficiaries: Depending on the perpetual select super plan, you may have the option to nominate beneficiaries who will receive your superannuation benefits in the event of your death. If applicable, indicate the beneficiaries and their respective shares clearly in the application form.
05
Seek professional advice if needed: If you feel uncertain or require assistance while filling out the perpetual select super plan application, don't hesitate to seek professional advice. Financial advisors or superannuation specialists can provide guidance tailored to your specific situation and help you make informed decisions.

Who needs perpetual select super plan?

01
Individuals planning for retirement: The perpetual select super plan is designed for individuals who are looking to secure their financial future during retirement. By contributing to this plan, you can build up your superannuation savings over time, ensuring a comfortable lifestyle once you stop working.
02
Those seeking investment options: The perpetual select super plan offers a range of investment options to suit different risk appetites and financial goals. If you are interested in investing your superannuation savings, this plan provides opportunities to grow your funds through various investment avenues.
03
Individuals looking for insurance coverage: Some perpetual select super plans also offer insurance coverage, such as life insurance or total and permanent disability insurance. If you are concerned about protecting yourself and your loved ones financially, this plan may be suitable for your needs.
04
Employees looking for a default superannuation fund: In some cases, employers may choose the perpetual select super plan as their default superannuation fund option for employees. If your employer offers this plan, it may be worth considering as it can simplify the management of your superannuation contributions.
Remember, it is essential to carefully consider your own financial circumstances and objectives before choosing any superannuation plan. Consultation with a financial advisor is recommended to ensure the perpetual select super plan aligns with your specific needs and goals.
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Perpetual select super plan is a retirement savings plan that offers tax advantages and investment options.
Employers are required to file perpetual select super plan for their employees.
Perpetual select super plan can be filled out online through the designated portal or by submitting paper forms.
The purpose of perpetual select super plan is to help individuals save for retirement and secure their financial future.
Perpetual select super plan must include details of contributions, investment options, and beneficiary information.
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