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End of Financial Year FAQ's

The following frequently asked questions apply to Perpetual Asset Managements’ managed funds. All figures are in Australian dollars, unless otherwise stated.

Unit pricing, distributions, savings plans and withdrawals

Tax statements & PAYG Payment Summaries – investment funds and pension plans

Pension plans

Investment funds

Capital gains tax statements

Pensions plans and superannuation contributions

Annual statements

Fees and charges / trail commissions