kr

Entities / bank or financial

Perpetual

Named in 20 declared items by 8 members. An entity is a company, organisation, trust or person that the register names; different spellings of the same name are folded into one entity.

Type
bank or financial
ASX code
PPT
How it was matched
curated alias table

Printed names folded into this entity

The names as printed on the statements that resolve to this entity, and the normalised forms in the alias table.

Names as printed (4)
Name as printedItems
Perpetual11
Perpetual Ltd5
PERPETUAL INVESTMENTS2
Perpetual ltd2
Alias table entries (2)

Members by parliament

Distinct members naming this entity in each register, by bloc (party at the start of the term).

Distinct members per register by bloc: PerpetualHorizontal stacked bars, one per register, of distinct members naming this entity, split by bloc. Totals by series: Labor 8, Coalition 5, Crossbench 0. By row: House 43rd 3; House 44th 2; House 45th 1; House 46th 3; House 47th 3; House 48th 1.LaborCoalitionCrossbenchHouse 43rdHouse 43rd: Labor 1House 43rd: Coalition 23House 44thHouse 44th: Labor 1House 44th: Coalition 12House 45thHouse 45th: Labor 11House 46thHouse 46th: Labor 2House 46th: Coalition 13House 47thHouse 47th: Labor 2House 47th: Coalition 13House 48thHouse 48th: Labor 11
Distinct members naming Perpetual, per register, by bloc.
Distinct members per register by bloc
RegisterLaborCoalitionCrossbenchMembers
House 43rd1203
House 44th1102
House 45th1001
House 46th2103
House 47th2103
House 48th1001

Members

Members naming this entity
MemberParliamentsItems
Andrew SouthcottHouse 43rd2
John AlexanderHouse 44th2
Karen AndrewsHouse 46th, House 47th2
Libby CokerHouse 46th, House 47th, House 48th3
Meryl SwansonHouse 46th, House 47th4
Paul FletcherHouse 43rd1
Susan TemplemanHouse 45th4
Wayne SwanHouse 43rd, House 44th2

Items

Confidence is marked when the transcriber was not sure (medium or low); unmarked items are high confidence. "Change not stated" means the statement does not say whether the item was added, removed or varied. Each source link opens the statement at the item's page where the source allows it.

1. Shareholding

Shareholding: 11 items
MemberParliamentOwnerEntityDescriptionChangeLodgedSource
Andrew SouthcottHouse 43rdSelfPerpetualAsgard Superannuation Account investment: Perpetual Wholesale Concentrated Equity medium confidenceAdded2011-09-23page 12 of the PDF
Andrew SouthcottHouse 43rdSpouse or partnerPerpetualWife's Asgard Superannuation Account investment: Perpetual Wholesale Concentrated Equity medium confidenceAdded2011-09-23page 13 of the PDF
John AlexanderHouse 44thSelfPerpetualPerpetualAdded2013-12-10page 7
John AlexanderHouse 44thSelfPerpetualPerpetualRemoved2014-12-02page 11
Susan TemplemanHouse 45thSpouse or partnerPerpetualPerpetual LtdInitial statement2016-09-22page 2
Susan TemplemanHouse 45thSelfPerpetualPerpetual LtdInitial statement2016-09-22page 2
Susan TemplemanHouse 45thSpouse or partnerPerpetualSale of shares held by Templeman-Fuller Superannuation Pty Ltd - Perpetual ltdRemoved2017-05-22page 12
Susan TemplemanHouse 45thSelfPerpetualSale of shares held by Templeman-Fuller Superannuation Pty Ltd - Perpetual ltdRemoved2017-05-22page 12
Libby CokerHouse 46thSpouse or partnerPerpetualPerpetual LtdInitial statement2019-07-23page 2
Libby CokerHouse 47thSpouse or partnerPerpetualPerpetual LtdInitial statement2022-08-22page 2
Libby CokerHouse 48thSpouse or partnerPerpetualPerpetual LtdInitial statement2025-08-19page 2

7. Bond/debenture

Bond/debenture: 3 items
MemberParliamentOwnerEntityDescriptionChangeLodgedSource
Paul FletcherHouse 43rdSelfPerpetualPerpetual Wealth Focus Investment Funds - Perpetuals Smaller Companies FundRemoved2012-06-17page 24 of the PDF
Karen AndrewsHouse 46thSelfPerpetualWealthFocus Investment AdvantageInitial statement2019-07-25page 4
Karen AndrewsHouse 47thSelfPerpetualWealthFocus Investment AdvantageInitial statement2022-08-03page 4

9. Other asset

Other asset: 6 items
MemberParliamentOwnerEntityDescriptionChangeLodgedSource
Wayne SwanHouse 43rdSelfPerpetualPERPETUAL INVESTMENTS UNIT TRUSTInitial statement2010-10-25page 5 of the PDF
Wayne SwanHouse 44thSelfPerpetualPERPETUAL INVESTMENTS UNIT TRUSTInitial statement2013-11-29page 5
Meryl SwansonHouse 46thSelfPerpetualPerpetual Managed Funds – BT Property Securities, Fidelity Australia Equity, Lazards Global List Infrastructure, MFS Global Equity, OnePath Diversified Fixed Interest (via SMSF jointly held with spouse)Initial statement2019-07-24page 5
Meryl SwansonHouse 46thSpouse or partnerPerpetualPerpetual Managed Funds – BT Property Securities, Fidelity Australia Equity, Lazards Global List Infrastructure, MFS Global Equity, OnePath Diversified Fixed Interest (via SMSF jointly held with spouse)Initial statement2019-07-24page 5
Meryl SwansonHouse 47thSpouse or partnerPerpetualPerpetual Managed Funds - By Property Securities, Fidelity Australia Equity, Lazards Global List infrastructure, MFS Global Equity, OnePath Diversified Fixed Interest (via SMSF jointly held with spouse)Initial statement2022-08-23page 4
Meryl SwansonHouse 47thSelfPerpetualPerpetual Managed Funds - By Property Securities, Fidelity Australia Equity, Lazards Global List infrastructure, MFS Global Equity, OnePath Diversified Fixed Interest (via SMSF jointly held with spouse)Initial statement2022-08-23page 4

About this page

House items were transcribed from the statement PDFs by the language model google/gemini-3.8-flash, with anthropic/claude-sonnet-5.5 for pages it refused (precision 0.986, recall 0.987 on a hand-checked gold set), so a few may be missing or misread. This page groups items by the entity they name and shows what was declared, not its value. A spelling grouped by mistake is possible: the printed names above show what each statement said. Check the source before relying on an item.

Machine-readable: items.json (every item on this page, with the published CSV columns). Open in the explorer.