Corporate Governance

Perpetual’s Board and management have a long-standing commitment to good corporate governance. At Perpetual, we take advantage of opportunities to build our social, environmental and financial performance in ways that enhance our core values and business sustainability.

We draw on our people’s experience, knowledge and expertise in investing, governance, financial advice and trusteeship to contribute positively to the community. We focus on activities where we can add the most value to society while minimising our environmental impact.

We are committed to doing our part to enrich our community by:

  • having the highest standards of corporate governance and business probity
  • investing responsibly and encouraging sustainable business practices, and
  • contributing time and money to charities which we know have a track record of delivering on their promises.

Some examples of how we are achieving these goals include:

Signatory to the United Nations Principles for Responsible Investment

Perpetual is a signatory to the United Nations Principles for Responsible Investment (PRI) representing a commitment to take environmental, social and governance factors into account in our investment decision-making and ownership practices. PRI is about institutional investors encouraging sustainable business practices, which is aligned to Perpetual’s long-term view.


On 3 May 2016, the Government announced it was committed to a new voluntary Tax Transparency Code (Code). The Code is to facilitate greater public disclosure of tax information by business.

Perpetual is committed to being transparent about our tax affairs.  We have voluntarily adopted the Code and have produced this Tax Report for the year ended 30 June 2016. In addition to the disclosures made in Note 1-4 Income taxes in the consolidated financial statements of Perpetual Limited and its controlled entities for the year ended 30 June 2016, the report details the tax payments made by Perpetual to the Australian (Federal and State) tax authorities during the year and also provides information on our tax strategy and governance policy.

Staff giving program

We actively support a number of charities through our own staff giving program for which we match staff contributions dollar-for-dollar. In addition to monetary donations, Perpetual’s Staff Giving program also encourages employees to volunteer their time to charitable causes.

The Perpetual Foundation

In 1998, we established the Perpetual Foundation, to provide a way for our business, our staff and clients to contribute to improving the lives of others. The Foundation is structured in a way that enables specific endowments to be established in their own name. Our staff have an account, with all their donations matched by Perpetual.

We provide research and advice to ensure funds are strategically invested and distributed to maximise their positive impact and that they are used as intended. The Perpetual Foundation supports a range of charities and causes; a key objective is to direct funds towards charitable projects that focus on preventative measures and education, and that address the root cause of problems rather than providing short-term remedies.

Ultimately, the Foundation aims to increase the capacity of communities and individuals to strengthen themselves and become more self-reliant.

More information on Perpetual’s commitment to corporate responsibility can be found in the Corporate Responsibility Statement.