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My Investment

My Investment

My Shareholding

The Link Investor Centre offers a fast, simple and secure experience for you to manage you to manage your holdings.

In the Investor Centre, you can:

  • Register your Australian bank account details so that distribution payments can be made to you
  • Register your TFN, ABN or exemption notification
  • Choose whether you wish to participate in the Distribution Reinvestment Plan (DRP)
  • Provide your tax residency details by completing your FATCA/CRS self-certification
  • Elect your communication preference – email or post (see below)
  • Access distribution and tax statements
  • Contact a Link representation via virtual chat if you have any need any assistance
Update on 14 August 2024 - The periodic statement for period 1 July 2023 to 30 June 2024 is now available via the Link Market Services Investor Centre.

Receiving investor communications

Receiving your investor communications electronically is the best way to stay informed and will assist Perpetual with its commitment to minimising paper usage. If you haven’t already, we encourage you to make the switch to paperless communications and provide us with your email address. To make the change, please click on the link above to the Link Investor Centre and follow the prompts.

You can make an election as to how you would like to receive certain documents including annual reports and documents related to members’ meetings (for example notices of meeting and proxy/voting forms) as follows: 

  • You can make a standing election to receive the documents in physical or electronic form;
  • You can make a one-off request to receive a document in physical or electronic form; or
  • You can tell us if you do not want to receive a hard-copy of the Annual Report. Of course, you will always be able to access and read our Annual Report when it is published on our website and the ASX platform.

To tell us your preference, please click on the link to the Link Investor Centre and follow the prompts. Note, that to make an election you will need to create a portfolio or sign in using your portfolio login on the Link Group website.

Distribution statements and periodic statements will be made available to you via the Link Market Services Investor Centre. These statements will not be sent via paper post unless specifically requested by you by 30 November 2024 via the Link Investor Centre or by contacting Link Market Services.

The AMIT Member Annual Statement (AMMA) tax statement will be emailed or posted to you, depending on your elected communication preference, following the end of the financial year.

If you sell your units in PCI, an exit statement will be emailed or posted to you, depending on your elected communication preference, within 6 months of you ceasing to hold units in PCI.

Making a complaint

At Perpetual, we appreciate trust is earned when we do the right thing by our clients. We want our clients to be satisfied with our products, services and processes, but we know that we’re not perfect. When something does go wrong or doesn’t work out as expected, we welcome the opportunity to try and make things right for our clients and ensure your issue is dealt with fairly.

For more information about Perpetual’s complaints handling process, please click here.

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