Why DIY super?

Having your own super fund gives you more control over your retirement savings, as well as offering you: 

  • a broader range of investments
  • the potential for better tax outcomes
  • significant flexibility.

While deciding whether a DIY super fund is the right option for you, you do need to consider some important issues before proceeding.

There is where Perpetual Private Clients can help.

Why Perpetual Private Clients?

Perpetual Private Clients has over 15 years experience providing DIY super advice and services for those clients who want more control over their superannuation.  Our highly personalised service is designed to meet your long term DIY super needs, whether you select Perpetual’s Self Managed Super Fund Service (SMSF Service) or Trustee Service (SAF Service).

Perpetual Private Clients offers you a range of flexible service packages, including:

  • ongoing advice on the management of your DIY super fund
  • one-off advice as required
  • a personal, no-advice service to manage your DIY super fund’s administration.

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Self-Managed Super Fund (SMSF) Service  Trustee (Small APRA Fund) Service

Your role

Up to 4 members, who as trustees have overall responsibility for compliance, operation and management.

Your role

Up to 4 members, with Perpetual as trustee.

 

Key benefits

  • Flexibility to create your own investment strategy
  • Total solution covering all functions needed to run an SMSF
  • Value for money with the same fees even if you hold  different asset types, multiple accounts or are in pension phase
  • Peace of mind as we oversee the day-to-day administration and help you ensure your SMSF remains compliant.

Key benefits

  • Flexibility to choose from our five investment strategies to match your investment objectives
  • Total solution covering all functions needed to run a SAF
  • Value for money with the same fees even if you hold different asset types, multiple accounts or are in pension phase
  • Peace of mind as we oversee all aspects of your SAF to ensure it remains compliant.

Suitable if you....

  • want to have full control of your investment decision
  • need a simple DIY solution
  • require assistance in meeting your compliance obligations
  • are an existing SMSF trustee who no longer wants to be as hands on.

Suitable if you....

  • want to have a high level of control of your investment decisions
  • want a DIY solution without the added responsibility of being a trustee
  • are a retiree or are approaching retirement
  • are an existing SMSF trustee who no longer wants to or is unable to undertake trustee responsibilities.

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For more information
To find out how our super advice and solutions can help you, phone us on 1800 631 381 or make an appointment with one of our advisers.

If you are a financial adviser or already have a financial adviser, you can view more information that will help you here.

Contact Perpetual Private Clients
Phone 1800 631 381