Financial year end 2019

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 2018/19 financial year

 

ANNUAL FUND DISTRIBUTIONS FY2018/19

30 June 2019 Distributions for Perpetual Funds

 

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 2018/19 financial year

 

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 Pension Plan – Tax Guide

WealthFocus Investment Advantage - Capital Gains Tax Statement

 

NEW ZEALAND INVESTORS

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

New Zealand Tax Guide