Financial year end 2017

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 2016/17 financial year


ANNUAL FUND DISTRIBUTIONS FY2016/17

Fund Distribution Calculations 30 June 2017

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.

Read our overview of the 2016/17 financial year 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 INVESTORS

View Perpetual's New Zealand tax guide to complete your tax return.

New Zealand Tax Guide