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.

View here

 

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.

New Zealand Tax Guide

 

STATEMENTS SCHEDULE

The proposed schedule of statements to be issued is available here.