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Perpetual Limited

ASX Announcements

Ceasing to be a substantial holder for IDX

Ceasing to be a substantial holder

  • Dec 24, 2024
  • 4 pages

Ceasing to be a substantial holder

Ceasing to be a substantial holder

  • Dec 18, 2024
  • 2 pages

Market Sensitive

Update on transaction with KKR

Scheme of Arrangement

  • Dec 17, 2024
  • 2 pages

Becoming a substantial holder for IDX

Becoming a substantial holder

  • Dec 16, 2024
  • 13 pages

Becoming a substantial holder

Becoming a substantial holder

  • Dec 16, 2024
  • 4 pages

View all PPT announcements

This Month

Robin Khuda, Julie Coates, Shayne Elliott, Chris Ellison, Richard White,  Mike Sneesby.

The good, the bad and the ugly of corporate Australia in 2024

Big deals, big names, big disasters. From AirTrunk to Woolies to our own Nine Entertainment, here are the biggest moments of the year.

  • James Thomson
Perpetual Chairman Tony D’Aloisio with Perpetual CEO Bernard Reilly prior to the Perpetual AGM.

Grant Samuel delivers all but fatal blow to $2.2b Perpetual deal

The corporate advisory firm, assigned as an independent expert on the sale, said it was not in the best interest of investors.

  • Lucas Baird
MinRes founder Chris Ellison will still be at the company into 2026.

Drumstick Awards: The five biggest corporate stuff-ups of 2024

From miners to retailers to tech giants, corporate Australia put its foot in it again this year.

  • James Thomson
New Perpetual Bern Reilly (right) was not supposed to inherit a mess. But he has.

PwC client Perpetual now the ATO’s crash test dummy

It would be funny if it weren’t for Perpetual’s succession of own goals that have already turned it into an Australian funds management laughing stock.

  • Anthony Macdonald
Perpetual’s new chief executive, Bernard Reilly.

Perpetual v ATO: $2.2b deal hangs in the balance

Though the tax office is risking $170 million-odd in the bag, it’s evidently seeking to set a precedent for future demergers.

  • Sarah Thompson, Kanika Sood and Emma Rapaport
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Perpetual Chairman Tony D’Aloisio with Perpetual CEO Bernard Reilly prior to the Perpetual AGM at the Swissotel Hotel in November.

Bleak prospects for Perpetual’s $2.2b KKR deal after tax bill blowout

The fund manager said it would have to pay up to $529 million to sell two lucrative divisions to the buyout giant, ruining the economics of the transaction.

  • Updated
  • Jonathan Shapiro
Perpetual Chairman Tony D’Aloisio with Perpetual CEO Bernard Reilly prior to the Perpetual AGM.

Perpetual’s ATO ruling expected imminently

Perpetual has been seeking relief from the ATO to allow it to reorganise the business.

  • Sarah Thompson, Kanika Sood and Emma Rapaport
Emilio Gonzalez.

Ex-Pendal chief Emilio Gonzalez to join Brisbane fundie

Street Talk can reveal Gonzalez will join the board of Brisbane-based Australian equities boutique DNR Capital from February 1.

  • Sarah Thompson, Kanika Sood and Emma Rapaport
Former Perpetual partner Daniel Elias.

Perpetual sues former wealth adviser who defected to Morgan Stanley

The wealth and funds management giant wants to stop Daniel Elias from contacting its clients, and says he is restrained from doing so until next year.

  • Max Mason
Perpetual Chairman Tony D’Aloisio with Perpetual CEO Bernard Reilly prior to the Perpetual AGM.

Nine private wealth advisers defect from Perpetual

Street Talk understands nine advisers resigned from the 138-year-old investment group on Friday.

  • Sarah Thompson, Kanika Sood and Emma Rapaport

November

The activists are targeting News Corp’s dual-voting share structure, saying battle for succession among Rupert Murdoch’s children has left the media company at risk.

Why Perpetual wants to maintain Murdoch control at News Corp

News Corp shareholders have been asked to vote on whether the company’s dual-class share structure should be collapsed this week.

  • Anthony Macdonald
Chris Kourtis, of Ellerston Capital, says things will improve at embattled fund manager Perpetual.

Eleven stock tips from Sohn to get you through 2025

Presenting in Adelaide on Friday, top investors pitched their ideas for how to make big returns from the sharemarket over the next 12 months.

  • Joshua Peach, Jonathan Shapiro and Daniel Arbon

October

BHP and ANZ director Christine O’Reilly; Macquarie Group director Rebecca McGrath and AUB chair and CBA director Peter Harmer.

2024’s most powerful and influential directors revealed

As AGM season gathers pace, the BOSS index of the country’s most powerful and influential directors reveals a new cohort rising through the ranks.

  • Patrick Durkin
Perpetual’s outgoing chairman Tony D’Aloisio with the company’s new chief executive Bernard Reilly at its annual meeting in Sydney.

Perpetual board fails to show the slightest contrition for failures

There have been plenty of governance fails among ASX-listed companies. But the speed and scale of wealth destruction at Perpetual ranks it among the worst.

  • Jonathan Shapiro
Perpetual Chairman Tony D’Aloisio with Perpetual CEO Bernard Reilly.

Perpetual investors deliver massive rebuke, 88pc vote against pay plan

The investment management giant has been hit with big outflows, but had proposed paying huge bonuses to retain key staff.

  • Jonathan Shapiro
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Perpetual chairman Tony D’Aloisio.

Perpetual dissident fails at AGM hurdle

There’s always one every year: an AGM that’s less about its resolutions than it is about the salvaging of grievances.

  • Myriam Robin
Bernard Reilly is in the hotseat at Perpetual.

New Perpetual CEO vows to take knife to costs

New boss Bernard Reilly agrees with shareholders who have recommended he cut costs as the firm prepares for life as a slimmed-down asset manager.

  • Jonathan Shapiro

September

Rob Adams.

Perpetual faces investor backlash over bonuses with ‘no justification’

Proxy advisory firm Institutional Shareholder Services, which had previously been supportive of the fund manager, is urging a vote against executive pay and board members.

  • Jonathan Shapiro
Star Entertainment boss Steve McCann had very little good news for investors in his one-hour presentation on Thursday, his first as CEO.

Star needs new friends to stop the bleeding

Where will Star Entertainment’s shares trade? Surely, it’s going to be ugly on Friday morning.

  • Anthony Macdonald
Perpetual chairman Tony D’Aloisio has called in Morrow Sodali to help prep for the October AGM.

Perpetual orders temperature checks on register ahead of AGM

Hiring firms of Morrow Sodali’s ilk ahead of a shareholder vote can either be stock standard procedure or a stress response from an under-pressure board.

  • Sarah Thompson, Kanika Sood and Emma Rapaport

Original URL: https://www.afr.com/company/ppt-16y