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Perpetual WealthFocus Super Plan

Past 5-year return
5.38%
Admin fee
$0
Calculated Fees on 50k
$1,135
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Extensive investment menu of highly rated funds with quality managers.
Comprehensive insurance offering great flexibility.
Ability to view account and insurance details online.
Online functionality for members and advisers.
Established in 1995, Perpetual WealthFocus 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, 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 all 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.Perpetual WealthFocus Super provides members with access to a full suite of insurance cover. There is no limit to the amount of Death only cover a member can apply for, while Death & TPD cover is available up to a maximum of $5 million. Increases in Death and/or TPD cover are also available to eligible members upon the occurrence of certain life events without medical evidence. Income Protection covers up to 85% of a member’s salary and is offered over a 2 year, 5 year or to age 65 benefit period, 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 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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