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Taking the time to plan for your future makes good financial sense.
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 Trust Company Superannuation Services Limited and investments in
listed shares and interest bearing securities are selected by Peter
Vickers.
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.
Agnes
Mock provides both members and employers with assistance in using
the Lindfield Superannuation Fund.
Contact Agnes by email or call 02
9416 9266.
Talk to us today about planning a financial future beyond your
working life.
DOWNLOAD LINDFIELD SUPERANNUATION FUND INFORMATION
You will need Adobe Acrobat to read the files below. Click on
the Adobe Acrobat icon to download Acrobat Reader.
Product Disclosure Statement
Annual Fund Information Statement
For the Period Ended 30 June 2009
Lindfield Superannuation Fund
Portfolio Update 1 March 2010
Applications Forms:
Individual Application Form
Employer Application Form
Allocated Pension Application Form
Easy Transfer Form
Standard Choice Form
For
more information,
email us or call 02 9416 9266
Advice provided by Peter
Vickers Insurance Brokers Pty Ltd trading as Peter Vickers
Investment Services
AFSL Number 229302
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