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Perpetual WealthFocus Wholesale Super Plan

Past 5-year return
8.98%
Admin fee
$0
Calculated Fees on 50k
$815
Extensive investment menu of highly rated funds with quality managers
Comprehensive insurance offering
Short form online insurance applications
Online functionality for members and advisers
Contribution splitting and anti detriment payments
Auto rebalancing
Established in 2011, Perpetual WealthFocus Wholesale Super Plan offers a flexible superannuation solution to suit the retirement savings needs of both employees and the self-employed. Members can choose from over 50 Diversified and Single-Sector investment options, which are managed by more than 20 investment managers. The Balanced Growth 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, investment fee rebates are available to eligible members, ranging from 0.35% to 0.90% p.a., which are calculated on the average daily balance and credited as additional units each month. Our ratings assume rebates are applied. Furthermore, switching and exit fees are not applied, although changing investment options may incur transactional costs. Perpetual WealthFocus Wholesale Super Plan provides members with access to Death only, Death & TPD and Income Protection (IP) insurance. Members can apply for unlimited Death cover and up to $5 million of TPD cover. Increases in Death and/or TPD cover are also available to eligible members upon the occurrence of certain Life Events without medical evidence. IP is offered over a 2 year, 5 year or to age 65 benefit payment period, covering up to 85% of a member's salary, with a waiting period of 30, 60 or 90 days.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
$0
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
1.60%
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
$0
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
1.60%
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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