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Perpetual WealthFocus Pension Plan

Past 5-year return
5.98%
Admin fee
$0
Calculated Fees on 50k
$1,135
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Extensive investment menu of highly rated funds with quality managers.
Online functionality for members and advisers.
Auto-rebalancing.
Flexible income and withdrawal features.
Pension Refresh Facility available.
Established in 1995, Perpetual WealthFocus Pension Plan offers a flexible retirement solution to help members achieve their retirement goals. There is a minimum investment of $20,0000 required to commence membership of this product.Members can choose from over 50 Diversified and Single-Sector investment options, and from more than 20 investment managers. The Balanced Growth option underperformed the SuperRatings Index over the 10 year period to 30 June 2018.Fees associated with this product are higher than the industry average across medium and large account balances assessed. There are no investment switching fees charged, although changing investment options may incur transactional costs, while exit fees do not apply for withdrawals.A good level of pension flexibility is provided. Members are provided with a choice of payment frequencies ranging from twice monthly to annually and can elect payment dates from a range of dates set by the fund. Members with more than one investment option can nominate the proportion of, or order in which, payments are to be drawn from each option. Pension payments can be automatically increased by a nominated percentage or by the CPI annually. The Pension Refresh Facility provides an easy way for members to consolidate their existing pension account balance with any additional accrued superannuation benefits. Perpetual's website is easy to navigate and mobile responsive, featuring a News and Insights centre, which contains regular investment market updates, product news, topical research and other educational information.
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Fees & fund features

Admin fee
Admin fee
$0
Administration fee (%)
Administration fee (%)
0.03%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.29%
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
1.95%
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
Administration fee (%)
Administration fee (%)
0.03%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.29%
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
1.95%
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
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