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Perpetual WealthFocus Super Plan Product Disclosure Statement issue number 15 dated 18 December 2023 Insurance Book dated 1 July 2024 Perpetual Superannuation Limited ABN 84 008 416 831 AFSL 225246

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What is perpetual wealthfocus super plan?

The Perpetual WealthFocus Super Plan is a superannuation fund that allows individuals to invest for retirement, providing various investment options and features tailored to help maximize savings.

Who is required to file perpetual wealthfocus super plan?

Individuals who are contributing to their superannuation under the Perpetual WealthFocus Super Plan, as well as employers making contributions on behalf of employees, are typically required to file.

How to fill out perpetual wealthfocus super plan?

To fill out the Perpetual WealthFocus Super Plan, individuals need to complete the relevant application forms provided by Perpetual, including personal details, investment choice, and contributions instructions.

What is the purpose of perpetual wealthfocus super plan?

The purpose of the Perpetual WealthFocus Super Plan is to provide individuals with a structured way to save for retirement and to take advantage of tax benefits associated with superannuation savings.

What information must be reported on perpetual wealthfocus super plan?

Information that must be reported includes personal identification details, contribution amounts, investment choices, and any relevant changes to personal circumstances or investment strategies.

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