A managed fund investment available for Telstra Super members
Perpetual WealthFocus Investment Advantage*, a non-super investment platform, is now available to Telstra Super members through Telstra Super Financial Planning.
What is Perpetual WealthFocus Investment Advantage?
WealthFocus Investment Advantage is an easy way to invest outside of super in a range of asset classes including shares, property, bonds and cash. You can choose from a vast range of investment options to suit the conservative through to the aggressive investor, or select a combination of options that best suits your needs.
Because WealthFocus Investment Advantage is not a super investment, it can be used to save for a house deposit, an education fund or simply for the future, but with the comfort of knowing you can generally access your money at any time.
Why invest in WealthFocus Investment Advantage?
Unique tax benefits
Most of us require flexibility with our investment choice to allow changes to investment strategies as our personal circumstances evolve. With WealthFocus Investment Advantage, you can move your money between investment options without incurring capital gains tax, unlike most managed investments. Switching between options will not currently incur a fee, although buy/sell spreads may apply.
No upfront costs and an ongoing fee rebate
If you invest in WealthFocus Investment Advantage, as a Telstra Super member, you will not pay any establishment or contribution fee**, and no up front commissions. Ongoing annual management fees apply.
You may also receive an ongoing fee rebate of up to 0.325% pa on the annual management fee payable, depending on which investment options you have selected.
This fee structure is available if you apply through Telstra Super Financial Planning.
Diversify your investment
Perpetual's WealthFocus Investment Advantage offers investment options from a range of more than 70 funds managed by more than 30 different investment managers. You can diversify your investment across asset classes, investment managers and markets enabling you to structure an investment portfolio to suit your risk profile and needs.
An organisation you can rely on
Perpetual Investment Management Limited is a wholly owned subsidiary of Perpetual Limited, an ASX listed company with over 125 years experience in investing and financial services.
Investing is easy
You can make investments quickly and easily using BPAY or direct debit.
Online account access
Access your account details online any time you want.
How do I open an account?
If you are interested in starting a WealthFocus Investment Advantage account, you must have a minimum of $2,000 to invest.
To open an account, request an appointment with a financial planner from Telstra Super Financial Planning who can explain the product to you in detail and answer any queries you have, and provide you with a product disclosure statement.
Find out more about WealthFocus Investment Advantage or obtain their product disclosure statement from Telstra Super Financial Planning. Investors should refer to the product disclosure statement before making a decision to invest.
Request an appointment
* Perpetual WealthFocus Investment Advantage is the collective name for the Asset Groups (Investment Options) offered under Perpetual Investment Management Limited's Investor Choice Fund (ARSN 091 142 460). Perpetual Investment Management Limited (ABN 13 000 866 535/AFSL 234426) is referred to within this page as Perpetual.
** A contribution fee of up to 4% of the contribution amount will be fully rebated to you.
This material has been prepared by Telstra Super Financial Planning Pty Ltd. Perpetual Investment Management Limited has not been involved in the preparation of this material, is not the issuer of this material and takes no responsibility for its contents, accuracy, completeness or its compliance with the Corporations Act (Cth) 2001.