Rainmaker Information | SelectSeries | Financial Standard | SelectAdviser - For Help with Financial Planning

Super Fund Profiles
Workplace Super Funds
Personal Super Funds
Self Managed Super
Retirement Products

Home
Learning Centre
Quality Ratings
Member Report Card
Top Ten Funds
Calculators
Review Your Fund
Employer Services
Conditions of Use
About SelectingSuper
Contact SelectingSuper


SMSF Fund profiles

Perpetual’s DIY Super Services
Principal Contact:

Perpetual’s DIY Super Service

Telephone:

1800 645 227

Address:

GPO Box 5106
Sydney NSW 2001
Website:
Email:

www.diysuper.perpetual.com.au
diysuper@perpetual.com.au

Overview:

Perpetual's DIY superannuation services are designed to meet the differing needs of DIY investors. We offer two services:

  • DIY Super Trustee Service:  A ‘full service offering’, including trustee, custodial, administrative and accounting functions with a dedicated account manager to service each DIY fund. Perpetual acts as trustee of DIY funds in this service. Under this arrangement, members have the flexibility of DIY super, with an added level of governance in the form of Perpetual acting as trustee. The services include establishment, administration, asset custody, accounting and trusteeship.
  • DIY Super SMSF Service:  Allows members to act as trustee of their own Self Managed Super Fund, while Perpetual provides establishment, administration, asset custody and accounting services. We provide the assistance to run a complying SMSF, though members have the overall responsibility for compliance with the law.'
Year of Establishment: 1998
Value of Funds: $1 billion
Key Features:
  • Tax returns and other regulatory reporting requirements handled by Perpetual.
  • Establishment, administration, asset custody and accounting services all provided by Perpetual.
  • Wide range of investments permitted.
  • Online share trading facility available.
Administrator: Perpetual Limited
Custodian: Perpetual Limited
Lawyer: Henry David York


 


 Back to top

 Print this page
 
  Workplace Super Funds | Personal Super Funds | Self Manager Super | Retirement Products | Home | Learning Centre | Quality Ratings | Member Report Card | Top Ten Funds | Calculators | Review Your Fund | Employer Services | Conditions of Use | About SelectingSuper | Contact SelectingSuper

Copyright © 2005 SelectingSuper and Rainmaker Information Pty Limited. All rights reserved.