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 Financial Reports for investment funds are available online and were mailed to those investors who have requested hard copies. 

Annual Reports – super and pension
Annual Reports for super (including the Australian Eligible Rollover Fund) and pension are available online. Hard copies are available upon request.

Investment review 2008-2009
Our Investment review 2008-2009 explains what happened in financial markets over the year. It also provides useful lessons for investors from the global financial crisis.

30 June 2009 distributions
Distributions as at 30 June 2009 are now all finalised.

Your questions answered
Q&As for financial year-end 2009

Unit price availability
All unit prices are available as normal.


Tax guides - 2009

Product type Tax guide
  • Perpetual WealthFocus Investment Funds
  • Perpetual WealthFocus Investment Advantage
  • Perpetual's Wholesale Funds
  • Perpetual's Cash Management Fund
  • Perpetual's Monthly Income Fund
  • Perpetual's Income Series
  • Perpetual's Australian Share Fund
  • Perpetual's Balanced Growth Fund No 2
  • Perpetual's Private Investor Mortgage Fund
  • Perpetual's Protected Australian Share Fund Class A
  • Perpetual's Protected Australian Share Fund Class B
  • Perpetual's Select Investment Funds
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
  • Perpetual WealthFocus Investment Funds
  • Perpetual’s Wholesale Funds
New Zealand Individual Tax Guide
Perpetual Protected Investments Perpetual Protected Investments Tax Guide

 

For further information

Investor Services
call 1800 022 033

or for Select products
call 1800 003 001

Advisers Services
call 1800 062 725

Perpetual Private Clients
call 1800 631 381

Direct Services Team
1800 011 022