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Superannuation & Investment


Superannuation is a tax effective solution to save for your retirement. Superannuation Guarantee (SG) contributions are compulsory and are paid by your employer. The SG rate remains at 9.5% it will increase to 10% from July 2021 and will reach 12% by 2025/2026.

Superannuation is becoming more and more important financially in the lives of everyday Australians, with an ageing population, the future of retirement looks set to be more onerous on the individual and less so on government support. Therefore it is important to have expert advice that provides the best solutions for you to grow your superannuation in time for your retirement.

Investing is a critical activity for any individual or business. We all need to grow and earn an income to better prepare ourselves and loved ones for the future. Typically most people invest for the long term with retirement and wealth accumulation as their main goals.

There are many different paths to investment and with that there are also many investment products to consider and evaluate. This can often be complex and risky, but with the right advice risk can be minimised and decisions on which investments are best for you and your current circumstances are a lot clearer.

Having the knowledge to advise across a breadth of financial services allows us to treat each client holistically, taking into consideration their overall needs, rather than providing financial products on a piecemeal basis which may not be appropriate in relation to other financial services they are receiving.


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


Our Financial Services
At Peter Vickers Business Group we offer a comprehensive package of superannuation services. 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.
Superannuation
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At Peter Vickers Business Group we offer a comprehensive package of superannuation services. You can rely on the expertise of our hi…

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Having the knowledge to advise across a breadth of financial services allows us to treat each client holistically, taking into consideration their overall needs, rather than providing financial products on a piecemeal basis which may not be appropriate in relation to other financial services they are receiving. 
PVBG Smart Financial Guide
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Having the knowledge to advise across a breadth of financial services allows us to treat each client holistically, taking into consi…

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At Peter Vickers Business Group, our comprehensive service includes establishment of a new fund, updating of an existing fund, and amendments in the terms of your existing managed superannuation fund and being up to date with all the rules for Pension standards for SMSF. To make the most out of your investment contact our expert team at Peter Vickers Business Group Lindfield today.
Self Managed Super Funds
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At Peter Vickers Business Group, our comprehensive service includes establishment of a new fund, updating of an existing fund, and a…

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Estate Planning - Talk to PVBG about your long term financial goals. We can set up protection for your income, savings, investments and future financial security of your dependents. We can help you to create the structures and provide the tools to manage, protect and grow your wealth. 
Case Study: Creating and Protecting Your Wealth
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Estate Planning - Talk to PVBG about your long term financial goals. We can set up protection for your income, savings, investments …

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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.