Investing from New Zealand

A sizable range of funds is available to NZ Investors as part of our respected investment products, Perpetual WealthFocus Investment Funds and Perpetual's Wholesale Funds. 

These funds are unit trusts registered in Australia.

	Perpetual WealthFocus Investment Funds offers you the choice from the full suite of Perpetual funds, ranging across six different investment categories of Australian shares, International shares, Property, Income, Cash and Diversified. You can invest in just one fund or in multiple funds. Download offer documents
	Perpetual's Wholesale Funds are designed investors with $50,000 or more to invest. Each of Perpetual’s Wholesale Funds is a unit trust with no entry or exit fees. Download offer documents

To invest in a fund a New Zealand investor must:
1. Receive an Australian offer document for the relevant fund.
2. Read the Australian offer document.
3. Complete the application form in the Australian offer document.
4. Send your completed application form and cheque to us.

New Zealand individual tax return guidance notes 2008

You can request a withdrawal by way of buy-back here. Having Perpetual Investments buy-back your units is an alternative to withdrawing by redemption.