Financial year end 2020
Information and updates about the financial year-end period.
ANNUAL UPDATE
The heads of our investment teams share their insights on how markets have performed over the last 12 months and where they are seeing challenges and opportunities for investors.
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
ANNUAL FUND DISTRIBUTIONS FY2019/20
30 June 2020 Distributions for Perpetual Funds
NEW ZEALAND INVESTORS
View Perpetual's New Zealand tax guide to complete your tax.
STATEMENTS SCHEDULE
The proposed schedule of statements to be issued is available here.