Financial year end 2021

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 FY2020/21

30 June 2021 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.

View here

 

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.