Site Search

Looking for a Fund?

Fund search

Financial advice
The wealthy investors’ guide to retirement investing

DOWNLOAD YOUR COPY
Financial advice and trustee services

Earning the trust of families, businesses and communities for more than 130 years

Managing your wealth

Specialised financial advice that protects and grows your wealth

Your guide to inheritance

Your guide to receiving an inheritance

Perpetual Private Family Office

We exist to guide and serve successful families in all aspects of their lives.

Supporting not-for-profits

Creating maximum impact and long-term sustainability for your not-for-profit organisation

Planning for Retirement

Investment and super strategies for life beyond work

Managing a business

Advice, accounting and business advisory services to grow your business

Supporting Indigenous Communities

Trustee services to provide long-term support for First Nations communities

Passing on wealth

Estate planning and trustee services for the people and causes you care for

Managing a medical practice

Specialist financial advice for doctors running a medical practice

Investing with Perpetual Private

Protect and grow your long-term wealth with tailored investment options

Philanthropy with impact

Philanthropic services and charitable trusts to help you give more effectively

Health and Personal Injury Client Service

Trustee services, financial advice and lifestyle support for the injured or disabled

Meet the Perpetual Private team

Dedicated team of financial advisers and investment experts to help you manage, protect and grow your long-term wealth

Power of attorney and lifestyle assistance

Lifestyle and financial management services for older Australians

Partnering to support your client needs

Advice, trustee and investment management services for your clients
Investments
Your guide to Australian Equities Investing

Download eBook
Investments

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

Prices & Performance

Unit price and performance information, including monthly fund profiles

Australian Shares

Invest with one of Australia’s largest and most experienced share investors

Global Shares

Gain exposure to the word’s best companies and industries

Credit and Fixed Income

Access a range of credit and fixed income solutions across industries, maturities and the capital structure

Multi Asset

Diversify risk by investing across a broad range of strategies, managers and markets

Products & Platforms

Solutions 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

Access Perpetual’s investment expertise in equities, credit and fixed income through our listed investment vehicles

Institutional Investors

Investment strategies including wholesale funds, individual mandates and bespoke portfolios

Barrow Hanley Global Investors

Barrow Hanley Global Investors (Barrow Hanley), now part of the Perpetual Asset Management International.

Trillium Asset Management

Trillium Asset Management is an impact-driven, ESG-focused firm, a pioneer in responsible investing

Adviser Resource Hub

Visit Perpetual’s Adviser Hub for the latest educational content around investing and tools to share with your clients.
Corporate Trust
PERPETUAL DIGITAL

FIND OUT MORE
Corporate Trust

Corporate trustee services for the funds management and debt capital markets

Custody

Holding, safeguarding and administering assets including cash, property, shares, mortgages, private equity, infrastructure and debt securities

Wholesale Trustee

Helping you to set-up with maximum efficiency and provide robust fiduciary oversight of an unregistered investment structure

Responsible Entity

Helping with all your compliance and governance needs as you launch and manage your managed investment scheme

Securitisation

Supporting banks, credit unions, major financial institutions and non-banks with their end-to-end securitisation transaction requirements

Agency and Trustee

A trusted intermediary for clients seeking a range of agency and trustee services for corporate or kangaroo bonds and corporate debt or syndicated debt

Document Custody

One of the largest document custody providers in Australia delivering services electronically or via secure vault facilities

Perpetual Digital

Our innovative digital solutions can help clients to become more effective, efficient and achieve economies of scale, while reducing cyber risk and maintaining compliance

Perpetual Intelligence

Cloud-based platform delivering workflow, automated data management and analytics for fixed income investors, structured finance and credit teams

Perpetual Data Services

A leading provider of ABS information management and reporting services supporting investor, rating agencies, RBA and ESMA regulatory reporting obligations

Perpetual Roundtables

Portfolio insights and benchmarking of retail loans across multiple asset classes. Delivered via exclusive, professionally-guided industry discussion forums
Insights
Your guide to Australian Equities Investing

Download eBook
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.
Fund Performance
Your guide to Australian Equities Investing

Download eBook
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

Login
Site & Fund Search

About us
Shareholders
Resources
Careers
Contact Us
Login
Search

Financial year end 2022

Home
Resources
Financial Year End

Resources

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

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

Resources
Forms, PDSs and Offer Documents
Financial Year End
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

Managing your wealth
Your guide to inheritance
Perpetual Private Family Office
Supporting not-for-profits
Planning for Retirement
Managing a business
Supporting Indigenous Communities
Passing on wealth
Managing a medical practice
Investing with Perpetual Private
Philanthropy with impact
Health and Personal Injury Client Service
Meet the Perpetual Private team
Power of attorney and lifestyle assistance
Partnering to support your client needs

Investments

Fund Performance
Australian Shares
Global Shares
Credit and Fixed Income
Multi Asset
Products & Platforms
Superannuation & Retirement
Listed Investment Vehicles
Institutional Investors
Barrow Hanley Global Investors
Trillium Asset Management
Adviser Resource Hub

Corporate Trust

Custody
Wholesale Trustee
Responsible Entity
Securitisation
Agency and Trustee
Document Custody
Perpetual Digital
Perpetual Intelligence
Perpetual Data Services
Perpetual Roundtables

Insights

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

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

Connect With Us

Twitter
LinkedIn

Fund Performance
Careers
Resources
Shareholders
Contact Us
Financial Services Guide
Privacy Policy
Security
Terms & Conditions
Site Map

© 2021 Perpetual Limited ABN 86 000 431 827. All Rights Reserved.