Financial year end 2018
Information and updates about the financial year-end period.
ANNUAL UPDATE
Our team of investment specialists share their views on what’s in store for the coming year and where they are seeing challenges and opportunities for investors.
Read our overview of the 2017/18 financial year
ANNUAL FUND DISTRIBUTIONS FY2017/18
Fund Distribution Calculations 30 April 2018
TAX GUIDES
View Perpetual's guides to tax for your investments and super, including:
Guide to your AMIT Member annual 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.