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Superannuation


At Peter Vickers Business Group we offer a comprehensive package of Superannuation Services. We are dedicated to providing high quality superannuation services and sound advice to ensure you have the money to live the lifestyle you want during your retirement.

Regardless of what type of super fund you are interested in setting up, our superannuation services have the answers for you. Whether you are wanting to explore the option of a self managed super fund or want to know a little more about the other companies on the market. You can rely on the expertise of our highly qualified professionals.

Self-Managed and Other Superannuation Funds

If you’re interested in a self-managed super fund, we can help you devise the most appropriate strategy, dependent on your individual requirements. We can manage the statutory requirements of self-managed funds, consider how tax implications will be of benefit to you. We can arrange the setup of the fund, prepare the annual financial statement and tax return and audit the fund as well as the general administration and management of your fund.

Superannuation Services

Superannuation is something that we will all have to get sorted at some stage in our adult life. The key to succeeding is finding a superannuation package that best works for you and that you understand.

If you are looking at setting up your superannuation or just want to learn more about your options, talk to our team of professionals about our superannuation services Today.

Lost Super?

Click here to find your lost super through the ATO


Advice provided by Peter Vickers and Associates Pty Ltd Chartered Accountants Liability Limited by a Scheme under the Professional Standards Legislation ABN 60003466813. Authorised representative of Peter Vickers Insurance Brokers Pty Ltd trading as Peter Vickers Investment Services Australian Credit Licence and Australian Financial Services Licence Number 229302



The Lindfield Superannuation Fund

The Lindfield Superannuation Fund was established in December 2006 as an alternative to the larger superannuation funds available – where members are often an anonymous number.

The fund is administered by Grosvenor Pirie Management Ltd, the trustee is Diversa Trustees Limited and Peter Vickers Insurance Brokers Pty Ltd is the sub-promoter of Lindfield Superannuation Fund.

With the average life expectancy continuing to increase and the Federal government encouraging the population to increase their super balances, the Fund is designed to provide a simple and affordable way for you to save for your retirement.


Lindfield Superannuation Fund Update

Due to Future Super (www.futuresuper.com.au) taking over Grosvenor Pirie, our agreement with our administrators have come to an end. Peter Vickers Insurance Brokers Pty Ltd therefore no longer has any dealings with Grosvenor Pirie. The Lindfield Superannuation Fund & the Pension Fund which we looked after in the past will now be looked after by Future Super and we have no knowledge about how the fund is run so we are unable to give clients advice either to stay or leave Future Super. This we believe is a worry in itself.

As reference, we leave here the previous documents.


Talk to us today about planning a financial future beyond your working life. Contact us on 02 9496 2300 or access more information below.


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SYDNEY


Suite 2/345 Pacific Highway,
Lindfield, NSW 2070

T: 61 2 9496 2300
services@pva.com.au


Peter Vickers Insurance Brokers

Suite 2/345 Pacific Highway
Lindfield NSW 2070
T: 1300 784 011
enquiries@pvib.com.au

WINDSOR


Suite 3, 31 Brabyn Street
Windsor, NSW 2756
T: 61 2 4577 4455
windsoroffice@pva.com.au


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Chartered Accountants:  Liability Limited by a Scheme under the Professional Standards Legislation - AFSL 229302  Peter Vickers & Associates Pty Ltd ACN 003466813 | Peter Vickers Insurance Brokers Pty Ltd AFSL 229302 ACL 229302 ACN 074 294 081
Peter Vickers Insurance Brokers is part of the Steadfast broker network.