Financial year end 2016

Information and updates about the financial year-end period.

 

INVESTMENT YEAR IN REVIEW

Our team of investment specialists share their views on the past 12 months – how markets have performed and what it means for your investments with Perpetual.

Read our overview of the 2015/16 financial year 

 

ANNUAL UPDATE FOR SELECT SUPER, PENSION AND INVESTMENTS

Specifically for investors of Select Super & Pension and/or Investments, hear from our Group Executive and Head of Investment Research as they share their views on the financial markets and our approach to investing. Our summary of key superannuation proposals from the 2016 Budget are also provided.

Read our overview of the 2015/16 financial year here

 

30 JUNE 2016 DISTRIBUTIONS

View the final 30 June 2016 distribution figures for a number of Perpetual flagship funds here

 

Tax guides

View Perpetual's guides to tax for your investments and super, including:

Guide to your annual tax statement 

Select Pension Plan – Tax Guide 

WealthFocus Investment Advantage – Capital Gains Tax Statement 

WealthFocus Pension Plan – Tax Guide 

New Zealand Individual Tax Return Guide