End of financial year 2009 information
All year-end statements mailed
We are pleased to confirm that we have now mailed and made available via your online account access all year-end statements, including:- CGT statements (capital gains tax information)
- Annual tax statements and guides for 2009
- Distribution statements
- Annual statements
- Pension packs
- Personal contributions – s290-170 notice (for members who made eligible personal contributions)
|
Annual Financial Reports – investment funds |
Annual Reports – super and pension |
|
Investment review 2008-2009 |
30 June 2009 distributions |
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Your questions answered |
Unit price availability |
Tax guides - 2009
| Product type | Tax guide |
|
Guide to your annual tax statement |
| Perpetual's Term Fund | Perpetual’s Term Fund Tax Guide |
| Perpetual WealthFocus Investment Advantage |
Perpetual WealthFocus Investment Advantage CGT Guide |
| Perpetual WealthFocus Pension Plan | Perpetual WealthFocus Pension Plan Tax Guide |
| Perpetual's Select Pension Plan | Perpetual's Select Pension Plan Tax Guide |
New Zealand individual investors
|
New Zealand Individual Tax Guide |
| Perpetual Protected Investments | Perpetual Protected Investments Tax Guide |
