Perpetual WF Term Allocated Pn APN Property for Income

About this Investment

Investment objective: To provide a tax-effective income stream in retirement, particularly for people aged 60 and over who will receive their pension benefits tax-free and it provides some flexibility around pre-determined pension payments for a fixed term (available only for rollovers of existing term allocated pensions or other complying pensions or annuities into the Fund). The fund was launched on 1 October 2004. Read the PDS and TMD before investing. Source: FE fundinfo.

Investment Details

Comments

General advice warning. This information is general in nature and does not take into account your objectives, financial situation or needs. Consider the PDS and TMD before making any decision. ausbiz Invest is a trading name of Ellerfield Private Wealth Ltd (ABN 86 161 363 097), AFSL 436859. Read our Financial Services Guide.

AusBiz Wrap is operated by [HUB24 operator / trustee entity, ABN, AFSL], which issues the AusBiz Wrap PDS. ausbiz Invest is the promoter of AusBiz Wrap. The fund is issued by Perpetual Investment Management.

Fund data supplied by FE fundinfo. Prices as at 2017-03-27; performance to 2026-09-30; portfolio as at . ausbiz Invest does not guarantee third-party data.