Financial year end 2015

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 2014/15 financial year here


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. Key legislative changes that may impact you and your investment are also provided.

Read our overview of the 2014/15 financial year here


End Of Financial Year Fund Distributions

View the final end of financial year distribution figures for a number of Perpetual flagship funds here.


Statements schedule

The proposed schedule of statements to be issued is available here.


Your questions answered

Q&A's for financial year end 2015.


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