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This document is a Product Disclosure Statement for the Perpetual Select Super Plan and Pension Plan, providing details regarding its features, benefits, risks, fees, and taxation.
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How to fill out perpetual select super plan
How to fill out Perpetual Select Super Plan
01
Gather necessary personal information including your tax file number (TFN) and identification.
02
Visit the Perpetual Select Super Plan website or obtain a paper application form.
03
Fill out the application form with accurate personal details such as name, address, and date of birth.
04
Provide your employment details, including your employer’s information and income.
05
Choose your investment options suitable for your retirement goals.
06
Complete the nomination of beneficiaries section to specify who will receive your superannuation in case of your passing.
07
Review your application for accuracy and completeness.
08
Submit the application form online or send the completed paper form to Perpetual.
Who needs Perpetual Select Super Plan?
01
Individuals seeking to save for retirement and grow their superannuation fund.
02
Employees wanting more control over their super investment choices.
03
Self-employed individuals looking for a suitable superannuation option.
04
People wanting to take advantage of potential tax benefits associated with superannuation.
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People Also Ask about
Is perpetual a managed fund?
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.
What kind of company is perpetual?
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.
Is perpetual a super fund?
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.
What are the two main types of superannuation funds?
Accumulation or defined benefit funds There are two kinds of super funds: accumulation funds and defined benefit funds.
What is a perpetual fund?
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.
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What is Perpetual Select Super Plan?
Perpetual Select Super Plan is a superannuation product designed to provide individuals with flexible retirement savings options, enabling them to choose investment strategies that align with their financial goals.
Who is required to file Perpetual Select Super Plan?
Individuals who are contributing to the Perpetual Select Super Plan or employers making contributions on behalf of their employees are required to file the necessary documentation related to this superannuation plan.
How to fill out Perpetual Select Super Plan?
To fill out the Perpetual Select Super Plan, one must provide personal details, employment information, and choose investment options, ensuring all required fields are completed accurately on the application form.
What is the purpose of Perpetual Select Super Plan?
The purpose of the Perpetual Select Super Plan is to help individuals save for retirement effectively while offering a range of investment opportunities and the flexibility to manage their superannuation account according to their preferences.
What information must be reported on Perpetual Select Super Plan?
The information that must be reported on the Perpetual Select Super Plan includes personal identification details, income information, contribution amounts, investment choices, and any relevant changes to employment status.
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