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Financial Advice
A RICH LIFE FROM 50 TO 100

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Financial Advice & Trustee Services

Perpetual clients value professional, specialised advice on managing, protecting and growing their wealth. With relationships that often span generations, Perpetual advisers are here to help you

Personal Financial Advice

Protect and grow your wealth with strategic advice from Perpetual Private

Medical Professionals

Medical Specialists can enjoy expert financial planning advice from Perpetual's dedicated medical financial advisers

Business Owners

Specialist accounting, business and financial advice for private business owners

Wills, Estates and Trusts

Estate and trustee services to protect your wealth, your family and future generations

Lifestyle Assist

Have your own personal concierge to help with everyday affairs so you can spend more time doing the things you love

Personal Injury Clients

Our team can help you if you've suffered serious injury, offering expert advice, investment management and arranging care services

Families

Family life can be complicated. Complex relationships, combined with family wealth and business interests, can be difficult to navigate. That’s where we can help

IMPACT Philanthropy

Perpetual Philanthropic services helps with everything from community funding grants, capability-building, governance and investment management

Not For Profits and Charities

Not-for-Profit (NFP) organisations enrich every aspect of our community. From education and social services, from sport to the arts and medical research, they make Australia a better place

Native Title Trusts

Working with Aboriginal communities to ensure their Native Title Trusts benefit the community now and into the future

Accountants Partnership Program

Perpetual can help you grow your practice and deliver value to your clients with solutions tailored to your needs
Investments
LESSONS FROM 50 YEARS OF INVESTING IN AUSTRALIAN SHARES

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Investments

We offer investors a broad range of investment options across Australian and global shares, multi asset, and credit and fixed income funds

Prices & Performance

Unit price and performance information, including monthly fund profiles

Australian Shares

Capture the growth and income potential of Australian shares by investing with one of Australia’s largest and most experienced share investors

Global Shares

Global shares provide diversification in an investment portfolio, as well as exposure to the world's best companies and industries under represented in Australia

Credit and Fixed Income

Benefit from investments that can deliver capital stability, income and liquidity by investing with one of Australia’s leading credit and fixed income managers

Multi Asset

Perpetual’s Multi Asset funds invest across a diverse range of investment opportunities, which can include domestic and global shares, credit and fixed income, cash, property, infrastructure and a range of other investments all combined within a single fund

Products & Platforms

Products and platforms that offer investors simplicity, flexibility and a wide choice of investment options

Superannuation & Retirement

Products and expertise that help investors build their retirement capital

Listed Investment Vehicles

You can access Perpetual’s investment expertise in equities and credit and fixed income investing through the our listed investment vehicles

Institutional Investors

Investment strategies for institutional investors – including wholesale funds, individual mandates and bespoke portfolios
Corporate Trust
BUSINESS INTELLIGENCE

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Corporate Trust

Corporate trustee services for the funds management and debt capital markets

Responsible Entity

The leading provider of independent Responsible Entity (RE) services in Australia and acts for over 90 Australian and international investment managers.

Wholesale Trustee

As your wholesale trustee, we’ll be responsible for the compliance and governance of your unregistered wholesale trust.

Custody

Perpetual Corporate Trust can hold, safeguard and administer assets including cash, property, mortgages, private equity, infrastructure and debt protecting interests of investors.

Securitisation

End to end solutions for banks, credit unions, major institutions and non-banks issuing debt

Agency and Escrow

A trusted intermediary for clients seeking a range of agency and escrow services

Australian Data Warehouse

Supporting a comparable and transparent securitisation market

Business Intelligence

A service delivering automation and efficiency through scalable risk management.
Insights
BUSINESS INTELLIGENCE

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News & Insights

Perpetual’s latest thinking on investing, financial advice, philanthropy, corporate trustee services and much more.

Video

The latest video news from Perpetual – our clients, fund managers, staff and management on our services, company news and the issues of the day.

Economics and Markets

Stay up-to-date with economic and investment market developments with the latest insights from Perpetual’s experts.

Financial Advice

Perpetual’s specialists in financial advice and trustee services share their thinking on issues ranging from investing to philanthropy.

Investments

Perpetual’s investment experts share their insights on a range of topics – from portfolio construction to stock picking and risk management.

Research and Reports

A selection of research and reports developed or commissioned across Perpetual’s investment, advice and corporate trust businesses.

Not-For-Profit and Philanthropy

Philanthropy is a major part of Perpetual’s culture. We’re trustee for nearly a thousand charitable trusts and endowments and work every day with philanthropists and NFPs in this crucial part of Australian life.

Perpetual News

Catch up on news about Perpetual – learn about our people, our business, our work in the community and recent developments in our organisation.

Content from Perpetual Partners

Stories that explore the talent and drive behind some of Australia’s highest achievers, brought to you through Perpetual partnerships.
Fund Performance
IT TAKES CONVICTION TO DELIVER A TRUE VALUE GLOBAL SHARE FUND.

Perpetual Global Share Fund
All unit prices & performance

Unit price and performance information, including monthly fund profiles

Australian Shares

A comprehensive range of Australian share funds managed by one of the country’s largest and most experienced sharemarket investor

Global Shares

For investors seeking the growth potential of quality companies from around the world

Credit & Fixed Income

A range of credit and fixed income funds for investors seeking regular income and stable returns

Multi Asset

Investment funds that offer investors the benefits of wide diversification combined with expert asset allocation

All Wholesale Funds

Perpetual Wholesale Funds feature Perpetual’s leading investment management capabilities

WealthFocus Investment Advantage

Perpetual WealthFocus Investment Advantage is designed for investors who want broad investment choice and greater flexibility when managing a general investment portfolio

Perpetual Select Investments

Perpetual’s Select funds are multi-manager funds. They combine a wide range of asset classes and the specialist investment expertise of managers from across the globe - within a single fund

Perpetual Select Super & Retirement

Perpetual's Select funds make it easy for you to create and manage a portfolio that meets your investment objectives whether you are investing within super, for income in retirement, or to achieve a specific financial goal

WealthFocus Investment Funds

Compare managed fund performance and see unit fund prices here

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Financial year end 2019

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Financial Year End
Financial year end 2019

Information and updates about the financial year-end period.

NEW ZEALAND INVESTORS

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

New Zealand Tax Guide

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Forms, PDSs and Offer Documents
Financial Year End
Resources for Perpetual Private Clients
Customer Identification Requirements
Educational Brochures and Flyers
Frequently Asked Questions
Continuous Disclosure and Important Information
Foreign Tax Resident Reporting
Annual Reports - Products and Funds

Perpetual

Financial Advice

Personal Financial Advice
Medical Professionals
Business Owners
Wills, Estates and Trusts
Lifestyle Assist
Personal Injury Clients
Families
IMPACT Philanthropy
Not-For-Profits and Charities
Native Title Trusts
Accountants Partnership Program

Investments

Fund Performance
Australian Shares
Global Shares
Credit and Fixed Income
Multi Asset
Products & Platforms
Superannuation & Retirement
Listed Investment Vehicles
Institutional Investors

Corporate Trust

Responsible Entity
Wholesale Trustee
Custody
Securitisation
Agency and Escrow
Australian Data Warehouse
Business Intelligence

Insights

Video
Economics and Markets
Financial Advice
Investments
Research and Reports
Not-For-Profit and Philanthropy
Perpetual News
Content from Perpetual Partners

Fund Performance

Australian Shares
Global Shares
Credit & Fixed Income
Multi Asset
All Wholesale Funds
WealthFocus Investment Advantage
Perpetual Select Investments
Perpetual Select Super & Retirement
WealthFocus Investment Funds

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