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Financial year end
Information and updates about the financial year-end period.
View information by year
Statements schedule
The proposed schedule of statements to be issued is available here.
Annual fund distributions FY2023/24
Distributions Calculations as at 30 June 2024
Tax guides
View Perpetual's guides to tax for your investments and super, including:
Guide to your AMIT Member Annual Statement
WealthFocus Pension Plan - Tax Guide
WealthFocus Investment Advantage Capital Gains Tax Statement
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.
Tax guides
View Perpetual's guides to tax for your investments and super, including:
Guide to your AMIT Member annual statement
WealthFocus Pension Plan - Tax Guide
Select Pension Plan - Tax Guide
WealthFocus Investment Advantage Capital Gains Tax Statement
New Zealand investors
View Perpetual's New Zealand tax guide to complete your tax.
Annual fund distributions FY2022/23
Distribution Calculations as at 30 June 2023
Statements schedule
The proposed schedule of statements to be issued is available here.
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.
Tax guides
View Perpetual's guides to tax for your investments and super, including:
Guide to your AMIT Member annual statement
WealthFocus Pension Plan – Tax Guide
Select Pension Plan – Tax Guide
WealthFocus Investment Advantage - Capital Gains Tax Statement
New Zealand investors
View Perpetual's New Zealand tax guide to complete your tax.
Annual fund distributions FY2021/22
Distribution calculations as at 30 June 2022
Statements schedule
The proposed schedule of statements to be issued is available here.
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.
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.
New Zealand investors
View Perpetual's New Zealand tax guide to complete your tax.
Statements schedule
The proposed schedule of statements to be issued is available here.
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.
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.
Statements schedule
The proposed schedule of statements to be issued is available here.
Annual update
Our team of investment specialists share their views on what’s in store for the coming year and where they are seeing challenges and opportunities for investors.
Read our overview of the 2018/19 financial year
Annual fund distributions FY2018/19
30 June 2019 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.
Read our overview of the 2018/19 financial year
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
New Zealand investors
View Perpetual's New Zealand tax guide to complete your tax.
Annual update
Our team of investment specialists share their views on what’s in store for the coming year and where they are seeing challenges and opportunities for investors.
Read our overview of the 2017/18 financial year
Annual fund distributions FY2017/18
30 June 2018 Distributions for Perpetual Funds
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 Investment Advantage – Capital Gains Tax Statement
WealthFocus Pension Plan – Tax Guide
New Zealand investors
View Perpetual's New Zealand tax guide to complete your tax.
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Australia and New Zealand
The information on this website is intended for Australian residents or citizens who are currently located in Australia, or where expressly indicated, New Zealand residents or citizens who are currently located in New Zealand only, and should not be relied on by residents or citizens of any other jurisdiction. By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Americas
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Singapore
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United Kingdom
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Europe
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.