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

30 June 2018 Distributions for Perpetual Funds

 

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.

New Zealand Tax Guide