Superannuation

Peter Vickers Business Group offers a comprehensive package of superannuation services not only in Sydney but for clients throughout Australia.. You can rely on the expertise of our highly qualified professionals for administration and management of your Self Managed Super Fund and sound superannuation advice to ensure you have the money to live the lifestyle you’d like during your retirement.

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. Discuss these with someone who can manage the statutory requirements of self-managed funds, who has access to a range of other available superannuation funds and also considers how tax implications will be of benefit to you.
We can arrange the set up of the fund, prepare the annual financial statement and tax return and audit the fund.

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

2017 Lindfield Annual Report

Lindfield Super Fund Investment Report January 2018

Lindfield Superannuation Fund Annual Fund Information Statement for year ended 30 June 2016

Lindfield-Superannuation Fund Individual-Application-15102014

Lindfield Super – Product Disclosure Statement 30 Sept 2017

Lindfield Super – Additional Information Booklet 30 Sept 2017

Lindfield Super – Insurance Guide 30 Sept 2017

Lindfield Super – Account Based Pension Product Disclosure Statement

Lindfield Super – Adviser & Dealer Registration (671-11b)

Lindfield Super – Adviser Authority form (671-11a)

Lindfield Super – Application Form (671-01)

Lindfield Super – Binding Death Benefit (671-60)

Lindfield Super – Change of Details Form (671-26)

Lindfield Super – Contribution Splitting Form (671-44)

Lindfield Super – Financial Hardship Application (671-06)

Lindfield Super – General Compliance Certificate (671-06)

Lindfield Super – Non-Binding Death Benefit (671-07)

Lindfield Super – Permanent Incapacity application (671-14)

Lindfield Super – Personal Contribution Form (671-09)

Lindfield Super – Rollover Form (671-03)

Lindfield Superannuation Fund – Withdrawal Form

 

Discuss your financial goals

Talk to us today about planning a financial future beyond your working life.
Contact Heather Leung on 02 9496 2300 or This email address is being protected from spambots. You need JavaScript enabled to view it.

Receive our Quarterly Newsletter

Keep informed with the latest Peter Vickers Business Group Newsletter delivered to your inbox quarterly.
Subscribe Now

Client Feedback Form

We value your feedback and continually strive to provide you with exceptional service.
Please complete our form.

Client Feedback Form