Frequently Asked Questions

Resources

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

Here you’ll find specific answers to frequently asked questions. Select an area at left to go directly to relevant FAQs. Visit our Forms page for your specific Investment product to download a form.

Information for End of Financial Year

Forms & transactions

Funds & performance

Online Account Access

HARD QUESTIONS

Financial Advice & Trustee Services

Personal Financial Advice

Medical Professionals

Business Owners

Wills, Estates and Trusts

Lifestyle Assist

Personal Injury Clients

Families

IMPACT Philanthropy

Not For Profits and Charities

Native Title Trusts

Accountants Partnership Program

LESSONS FROM 50 YEARS OF INVESTING IN AUSTRALIAN SHARES

Investments

Prices & Performance

Australian Shares

Global Shares

Credit and Fixed Income

Multi Asset

Products & Platforms

Superannuation & Retirement

Listed Investment Vehicles

Institutional Investors

BUSINESS INTELLIGENCE

Corporate Trust

Responsible Entity

Wholesale Trustee

Custody

Securitisation

Agency and Escrow

Australian Data Warehouse

Business Intelligence

BUSINESS INTELLIGENCE

News & Insights

Video

Economics and Markets

Financial Advice

Investments

Research and Reports

Not-For-Profit and Philanthropy

Perpetual News

Content from Perpetual Partners

IT TAKES CONVICTION TO DELIVER A TRUE VALUE GLOBAL SHARE FUND.

All unit prices & 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