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2023 Financial Year End Statements
|
Product name |
Statement |
Estimated issue date |
|---|---|---|
|
Perpetual Investment Funds |
Distribution Statement |
Late August |
|
|
Tax Statement* and Guide |
Late August |
|
|
Annual Statement (listing transactions) |
Late August |
| Barrow Hanley Global Share Fund
|
Distribution Statement |
Late August |
|
|
Tax Statement |
Late August |
|
|
Annual Statement (listing transactions) |
Late August |
|
Trillium Global Sustainable Opportunities Fund |
Distribution Statement |
Late August |
|
|
Tax Statement |
Late August |
|
|
Annual Statement (listing transactions) |
Late August |
| Trillium ESG Global Equity Fund
|
Distribution Statement |
Late August |
|
|
Tax Statement |
Late August |
|
|
Annual Statement (listing transactions) |
Late August |
|
Perpetual WealthFocus Investment Funds |
Distribution Statement |
Late August |
|
Tax Statement* and Guide |
Late August |
|
|
Annual Statement (listing transactions) |
Late August |
|
|
Perpetual WealthFocus Investment Advantage |
Distribution Statement |
Late August |
|
CGT Statement (capital gains tax information) |
Late August |
|
|
Tax Statement* and Guide |
Late August |
|
|
Annual Statement (listing transactions) |
Late August |
|
|
Perpetual WealthFocus Super Plan |
Annual Statement (listing transactions and summary of benefits) |
Late August |
|
Personal contributions - s290-170 notice (for members who made eligible personal contributions) |
Late August |
|
|
Perpetual WealthFocus Pension Plan |
Pension pack containing:
|
Late August |
|
Annual Statement (list of transactions and summary of benefits) |
Late August |
|
|
Perpetual Select Investment Funds |
Distribution Statement |
Late August |
|
Tax Statement* and Guide |
Late August |
|
|
Annual Statement |
Late August |
|
|
Annual Information Booklet (information about your investment and statement) |
Late August |
|
|
Perpetual Select Super Plan |
Personal contributions - s290-170 notice (for members who made eligible personal contributions) |
Late August |
|
Annual Statement (list of transactions and summary of benefits) |
Late August |
|
|
Annual Information Booklet (information about your investment and statement) |
Late August |
|
|
Perpetual Select Pension Plan |
Pension pack containing:
|
Late August |
|
Annual Statement (list of transactions and summary of benefits) |
Late August |
|
|
Annual Information Booklet (information about your investment and statement) |
Late August |
|
|
Perpetual’s Pooled Superannuation Trust |
Annual Statement |
Late August |
|
The Trust Company Investment Funds |
Distribution Statement |
Late August |
|
|
Tax Statement* and Guide |
Late August |
|
|
Annual Statement (listing transactions) |
Late August |
*For those Funds that have elected into the AMT regime, the tax statement is now referred to as an AMT Member Annual Statement.
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Australia and New Zealand
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