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.
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.
End Of Financial Year Fund Distributions
Your questions answered
Q&A's for financial year end 2015.
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