End of Financial Year

Frequently asked questions

Here you’ll find specific answers to the most frequently asked questions.

Visit our Forms page for your specific Investment product to download a form.

Topics

Financial Year-End Statement Schedule Information for End of Financial Year Forms And Transactions Funds And Performance Online Account Access Target Market Determinations

Quick Links

Forms And Transactions

Funds and Performance

myPerpetual Help

Target Market Determinations (TMDs)

Other Resources

Forms, PDSs & Offer Documents Financial Year End Customer Identification Requirements Educational Brochures and Flyers Continuous Disclosure & Important Information Foreign Tax Resident Reporting Annual Reports - Products & Funds

Preproduction: 20250205.2 - Separation-5+feb4a12c547345d7cb93b55ceb06fc80c8752e52