The Perpetual DIY Super Self Managed Super Fund Service (the Service) offers you a high level of control and flexibility while relieving you of the administrative and asset custody aspects of your DIY super fund.

How the Service works

Our Service helps you establish a self managed super fund (SMSF) and provides administrative support and asset custodial services to manage the day-to-day operations of your fund. As trustees of your SMSF, you and up to three other members remain responsible for the fund’s administration, management and compliance. If you already have an SMSF, we can become administrator of your fund and custodian of its assets. 

Benefits of an SMSF through the Service

Retain full control while outsourcing the administration and custody
While you retain overall control of your SMSF, we keep your assets in safekeeping, arrange any asset purchases and sales and take care of the day-to-day administration of your fund including member benefits, tax and regulatory requirements. This leaves you free to focus on your fund’s investment strategy and operation.

Investment flexibility and control
Our Service gives you full control over your SMSF investment strategy and the flexibility to hold a wide range of assets such as shares, managed funds, property and cash and other investments.

Trade shares online
You can access online share trading for your DIY fund through our Service. This provides the flexibility to easily and conveniently make share transactions. Log in to share trading or read the terms and conditions.

Manage tax more effectively
An SMSF allows you to adopt more sophisticated retirement and financial planning strategies than a retail super fund, such as managing capital gains tax and the potential to use instalment warrants.

Plan your estate more effectively
An SMSF allows you to retain more control of your retirement capital and can play a key role in your estate planning arrangements.

Need advice?

If you need advice about establishing a DIY super fund or transferring your existing DIY fund to Perpetual, speak to your financial adviser or contact Perpetual Private Clients.