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The Trustee and its Operations
Perpetual Superannuation Limited (PSL)
PSL is a member of the Perpetual Limited Group of Companies (Perpetual). Prior to 1 March 2025, PSL were trustee of Perpetual’s superannuation products (collectively the “Funds”)) listed in the table below. On 1 March 2025 PSL retired as trustee and appointed Equity Trustees Superannuation Limited (ABN 50 055 641 757 AFSL 229757 RSE L0001458) (ETSL) as the new trustee for the Funds.
Perpetual's Superannuation Products
| Fund Name | Fund Acronym | ABN | Registrable Superannuation Entity Number (RSE) | |
| Perpetual’s Pooled Superannuation Trust Closed and wind up date 6 June 2024. |
PPST | 89 544 906 125 | RSE 1057027 | |
| Perpetual Private Super Wrap A comprehensive superannuation investment solution providing wide investment choice and flexibility including a range of ASX Listed Securities, Term Deposits and professionally managed investment options within the one convenient administrative package. |
PPSW | 22 897 174 641 | RSE 1074406 | |
| Perpetual’s Select Superannuation Fund A simple superannuation investment solution providing a range of multi manager, multi asset class and single asset class investment options. |
PSSF | 51 068 260 563 | RSE 1057034 | |
| Perpetual Small APRA Funds A comprehensive trustee, administration and custody service for DIY superannuation funds providing wide investment choice and flexibility. |
SAFs | Various | RSE Various | |
| Perpetual WealthFocus Superannuation Fund Offers a superannuation investment solution providing a range of professionally managed investment options with the one convenient administrative package. |
WFSF | 41 772 007 500 | RSE 1057010 | |
Regulatory disclosures
PSL’s Board of Directors are responsible for overseeing all aspects of PSL and is made up of 3 independent non-executive directors and 1 Perpetual Group executive director. Further information on the directors is provided below.
Perpetual’s business divisions are responsible for manufacturing, offering, distributing and marketing the Funds.
The following regulatory disclosures are provided in relation to PSL.
Key Service Providers
| Service Provider | ABN | Services Provided |
| Perpetual Limited | 86 000 431 827 | Group insurance arrangements and management staff including Risk & Compliance, Internal Audit, Legal, HR, Finance, IT, Secretariat & Product Management |
| Tech Mahindra Limited (via Perpetual Services Pty Limited through Perpetual Limited) | 15 092 511 558 | Administration services for PPST*, PSSF and WFSF including unit registry, client administration, insurance administration and reporting |
| Perpetual Investment Management Limited | 18 000 866 535 |
Custody and Administration services for PPST*, PSSF and WFSF including unit registry, client administration, investment administration, custody, insurance administration and reporting. Investment Management for PPST*, PSSF and WFSF |
| State Street Australia Limited (SSAL) (via Perpetual Investment Management Limited) | 21 002 965 200 | Sub-Custody and Administration services for PPST*, PSSF and WFSF including unit pricing, fund accounting and investment administration |
| Perpetual Trustee Company Limited | 42 000 001 007 | Custody and Administration services for PPSW and the SAF’s including fund administration, client administration, investment administration, custody, insurance administration and reporting |
| Macquarie Investment Management Limited (via Perpetual Trustee Company Limited) | 66 002 867 003 | Administration services for PPSW and the SAF’s including fund administration, client administration, investment administration, custody, insurance administration and reporting |
| Microsoft Pty Ltd (via Perpetual Services Pty Limited through Perpetual Limited) | 29 002 589 460 | Cloud infrastructure and based O365 Exchange platform supporting business email services. |
| Zurich | 92 000 010 195 | Death, total and permanent disablement (TPD) and income protection insurance cover - PPSW |
| AIA Australia Limited | 79 004 837 861 | Death, total and permanent disablement (TPD) and income protection insurance cover – WFSF, PSSF and PPSW |
| Bond Street Custodians Limited (via Perpetual Trustee Company Limited) | 57 008 607 065 | Custody services for PPSW and the SAF’s |
| KPMG | 51 194 660 183 | External Auditor |
*PPST is closed and wind up date was 6 June 2024
Fund Annual Reports and financial statements
Policies and processes
PSL generally utilises the policies and process of its related party entities, however, it would like to specifically note the following policies:
PSL maintains a Proxy Voting Policy where it outlines its approach to exercising its right to vote for the various types of investments that it may hold through its Funds.
PSL maintains a Conflicts Management Framework to ensure the management of conflicts of interest. This framework outlines PSL’s approach to the management of conflicts and aims to ensure that PSL identifies, takes all reasonably practicable actions to avoid and/or prudently manages all potential and actual conflicts in its business operations. It sets out the means by which PSL leverages the broader group so as to effectively identify and manage conflicts as well as comply with regulatory / legislative obligations.
PSL Register of relevant interests and duties
PSL generally utilises the policies and process of its related party entities, however, it would like to specifically note the following policies:
PSL maintains a Proxy Voting Policy where it outlines its approach to exercising its right to vote for the various types of investments that it may hold through its Funds.
PSL maintains a Conflicts Management Framework to ensure the management of conflicts of interest. This framework outlines PSL’s approach to the management of conflicts and aims to ensure that PSL identifies, takes all reasonably practicable actions to avoid and/or prudently manages all potential and actual conflicts in its business operations. It sets out the means by which PSL leverages the broader group so as to effectively identify and manage conflicts as well as comply with regulatory / legislative obligations.
Diversity policy
PSL has adopted the Perpetual Diversity and Inclusion Policy which applies to all associated entities of Perpetual Limited. The policy includes a requirement to establish measurable objectives for achieving gender diversity on the Trustee Board and to assess these objectives and progress in achieving them on an annual basis.
The Board’s gender diversity objective is currently met.
Our trustee board and related information
Board appointment and renewal. It is PSL's policy that its Board of directors, collectively, comprise an appropriate mix of skills, experience and personal attributes, and to ensure that the Board remains open to new ideas and independent thinking, in order to enhance Board performance and ensure that the board acts in the best interests of beneficiaries of PSL’s superannuation funds.
Information about our Directors and Executive Officers. The Board of Directors oversees all aspects of PSL and is made up of 3 independent non-executive directors and 1 Perpetual Group executive director.
Find out more about our superannuation funds
Perpetual Investment Management Limited ABN 18 000 866 535 AFSL 234426 and Equity Trustees Superannuation Limited (ETSL) ABN 50 055 641 757, RSE Licence L0001458, AFSL 229757 are the issuers or trustee of the funds. The product disclosure statement (PDS) for the funds, issued by PIML or ETSL, should be considered before deciding whether to acquire, dispose, or hold units in the Fund. The PDS and Target Market Determination can be obtained by calling or visiting our website www.perpetual.com.au.
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