Superannuation

We offer 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 want 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 setup of the fund, prepare the annual financial statement and tax return and audit the fund.

Lost Super?

Click here to find your lost super through the ATO

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 Heather Leung on 02 9496 2300 or access more information below.