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.