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This form is used to transfer accounts from the Perpetual WealthFocus Super Plan or Pension Plan to the WealthFocus Wholesale Super or Pension Plan.
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How to fill out Perpetual WealthFocus Wholesale Super Plan Transfer Form

01
Begin by downloading the Perpetual WealthFocus Wholesale Super Plan Transfer Form from the official website.
02
Fill in your personal details in the designated sections, including your full name, address, and contact information.
03
Provide your date of birth and tax file number (TFN) in the appropriate fields.
04
Indicate the details of your current superannuation fund, including the fund name and member number.
05
Specify the amount you wish to transfer to the Perpetual WealthFocus Wholesale Super Plan.
06
Review and complete any additional sections such as investment options or insurance preferences.
07
Sign and date the form to confirm the information provided is accurate.
08
Submit the completed form to the designated contact address provided in the instructions.

Who needs Perpetual WealthFocus Wholesale Super Plan Transfer Form?

01
Individuals looking to transfer their superannuation savings from another fund to the Perpetual WealthFocus Wholesale Super Plan.
02
Members of other superannuation funds who wish to consolidate their retirement savings.
03
People who want to benefit from the investment options and features offered by the Perpetual WealthFocus Wholesale Super Plan.
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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.
Accumulation or defined benefit funds There are two kinds of super funds: accumulation funds and defined benefit funds.
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.
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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The Perpetual WealthFocus Wholesale Super Plan Transfer Form is a document used to facilitate the transfer of superannuation funds between different accounts or superannuation funds within the Perpetual WealthFocus system.
Individuals who wish to transfer their superannuation balance from one fund to another within the Perpetual WealthFocus Wholesale Super Plan are required to file this form.
To fill out the form, individuals need to provide personal details, including their name, address, and super fund information. Additionally, they should specify the amount to be transferred and sign the form to authorize the transfer.
The purpose of the form is to formally request the transfer of superannuation funds from one account to another, ensuring that the process complies with regulatory requirements and is documented accurately.
The form must report personal identification details, the details of the current super fund, the details of the receiving super fund, the amount to be transferred, and any relevant authorizations or signatures.
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