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This document is an application form for clients to make additional investments and select optional features within the Perpetual WealthFocus Super Plan.
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How to fill out perpetual wealthfocus super plan

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How to fill out Perpetual WealthFocus Super Plan

01
Gather personal identification documents such as your driver's license or passport.
02
Collect your tax file number (TFN) to ensure compliance.
03
Determine your financial goals and retirement plans to effectively tailor your investment strategy.
04
Choose the appropriate fund option within the Perpetual WealthFocus Super Plan.
05
Complete the application form provided by Perpetual Super, ensuring all sections are filled in accurately.
06
Review the product disclosure statement (PDS) to fully understand the terms and conditions.
07
Submit your application along with any required identification and supporting documents.
08
Make your initial contribution to activate your account, ensuring that it meets the minimum requirements.

Who needs Perpetual WealthFocus Super Plan?

01
Individuals seeking to build their retirement savings in a tax-effective manner.
02
People who want a diversified investment portfolio to secure their financial future.
03
Employees looking for an effective superannuation option with growth potential.
04
Self-employed persons aiming to manage their retirement fund independently.
05
Anyone wanting to benefit from professional investment management and financial planning assistance.
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People Also Ask about

The Perpetual Australian Share Fund is a diverse portfolio of high quality Australian shares, managed by one of Australia's most experienced equity management teams. The Fund aims to provide investors with long-term capital growth and regular income.
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.
Perpetual Group is a global financial services organisation and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for nearly 140 years and pride ourselves on our long-standing client relationships, some of which span five generations.
Accumulation or defined benefit funds There are two kinds of super funds: accumulation funds and defined benefit funds.
For many years, all closed-end funds (CEFs) were structured as perpetual funds, meaning they have no “maturity” or termination date. The introduction of CEFs with defined terminations — term and target term funds — has created additional opportunities for investors.
Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares's one-year total return is 14.74%. This was made up of a growth return of 5.33% and an income return of 9.41%. These returns were calculated as at 31 Aug 2025.

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The Perpetual WealthFocus Super Plan is a superannuation investment solution that allows individuals to save and invest for retirement while offering various investment options and features tailored to help grow their wealth.
Individuals who wish to enroll in the Perpetual WealthFocus Super Plan and contribute to their superannuation fund are required to file the relevant forms and documentation to establish their membership.
To fill out the Perpetual WealthFocus Super Plan, individuals must complete an application form with personal details, select their investment options, provide any necessary identification documents, and submit the forms as directed by the fund.
The purpose of the Perpetual WealthFocus Super Plan is to help individuals save for their retirement effectively, providing them with a structured way to accumulate wealth through superannuation contributions and investment growth.
When using the Perpetual WealthFocus Super Plan, individuals must report personal identification details, employment information, contribution details, and investment choices as required by the superannuation regulations.
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