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Perpetual Select Pension Plan

Past 5-year return
9.46%
Admin fee
$121
Calculated Fees on 50k
$1,311
13 multi-manager investment options
Specialist investment managers (with access to some not widely available in the market)
Consistent performance through Perpetual's disciplined and trusted investment process
Generous fee discounts for individual balances
Auto rebalance to automatically keep asset allocation in line with nominated investment strategy
Online account access to review and transact
Established in 1989, Perpetual Select Pension Plan is designed to service the retirement needs of individuals. Perpetual Select Pension members have access to 13 Diversified and Single-Sector investment options. The Balanced option has underperformed the SuperRatings Index over the short and long term.Fees associated with this product are higher than the industry average across all assessed account balances. However, administration fee rebates are applicable on account balances over $265,500, and further rebates apply for balances greater than $885,600. No switching fees are charged, although changing investment options may incur transactional costs. Exit fees are charged for partial and full withdrawals. A good level of pension flexibility is provided. Pension payments can be received monthly, quarterly, half-yearly or annually, with a choice of two dates each payment period. Members can also nominate a fixed percentage pension drawdown order or pro-rata across investments. The Pension Refresh Facility provides an easy way for members to consolidate their existing pension account balance with any additional accrued superannuation benefits. A Transactional to Retirement Pension is also available. No minimum investment is required to commence a pension.Perpetual's website is easy to navigate and mobile responsive, featuring a News and Insights centre, which contains regularly updated investment market updates, product news, topical research and other educational information.

Fees & fund features

Admin fee
Admin fee
$121
Exit fee
Exit fee
$51
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.39%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Admin fee
Admin fee
$121
Exit fee
Exit fee
$51
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.39%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Fund fees vs. Industry average
Fund past-5-year return vs. Industry average
Investment allocation
Investment option performance
+ View additional option performance information
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