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DIY super solutions

Perpetual’s DIY super solutions make it easier for your clients to manage their superannuation investments. We have a range of services designed for investors seeking differing levels of control and flexibility. 

Perpetual’s DIY super services

Level of service Description More info
Admin service Perpetual DIY Super SMSF Administration Service
  • Designed for investors (or existing SMSF trustees) who want a high level of involvement and control of their DIY super fund, but without the administrative burden.
  • Service includes establishment (for new funds) and administrative support.
Admin and custody service Perpetual DIY Super SMSF Service
  • Designed for investors (or existing SMSF trustees) who want a high level of control, but assistance with the day-to-day operation of their DIY super fund.
  • Service includes establishment (for new funds), asset custody and administrative support.
Full trustee service Perpetual DIY Super Trustee Service
  • Designed for investors (or existing DIY super fund trustees) who want the benefits of a DIY super fund without trustee responsibilities.
  • Full trustee service - Perpetual acts as trustee of your client’s DIY fund, leaving you and your free to focus on the investment and financial planning decisions.
  • Service includes fund establishment (for new funds) and management.
One-off services Fund establishment
  • Trust deed, establishment and rollover service
Technical strategy assistance
  • Strategy assistance on needs basis.
‘Fix it’ service
  • Addresses issues such as compliance and missing documentation.

Contact us

Phone 1300 638 607