Building Your Super l Superannuation l Peak AccountingPEAK Accounting

Building Your Super Including SMSF #

Superannuation generally forms a large part of a person’s retirement income.  It’s your investment, your money.  Regardless of age, we recommend being active in managing your super.  Starting early will normally have a greater impact on the final investment balance and your retirement lifestyle.

Are you on track?

The results are often surprising.  Many realise that without a strategy they will fall short of their target.  Passive income generated from investments is often preferable to income derived from personal labour.  Will the projected income from your super investments allow you to have work choices?  Will it allow you to enjoy your chosen retirement lifestyle including health care?

Superannuation is usually a key factor in a person achieving their desired retirement lifestyle.  Which is best?  An industry or retail fund, or perhaps a SMSF?  There is no ‘one size fits all’ answer to that question.  Each person’s circumstances and needs vary considerably and it may not suit you.  However, a SMSF may result in lower administration costs and have investment choices that are not available in another type of fund.  We recommend you explore all options before deciding. #

Talk to me today about getting your superannuation on track so you can choose when you stop work and live life on your own terms.

Advisor Details:

From 1 July 2016 qualified accountants wishing to continue to provide advice in relation to superannuation and self-managed superannuation funds (SMSF) must hold the required authorised representative status.  My details are as follows:

David Le Sueur (ASIC No. 1235600) is a Sub-Authorised Representative of P.E.A.K Private Accountant Pty Ltd (ASIC No. 1253580) ABN 52 609 207 927 is a Corporate Authorised Representative of GPS Wealth Ltd | AFSL 254 544 |  ABN 17 005 482 726 |

Website: https://gpswealth.com.au/  | Email: [email protected] | Tel: (02) 8074 8599

Financial Services Guide:

Please feel free to review the “Financial Services Guide” at:
Count – FSG 

Privacy Collection Statement:

Click here to view the “Privacy Collection Statement:

Privacy Policy:

Please feel free to review the “Privacy Policy” at:

COUNT PRIVACY POLICY

Complaints Procedure:

Should you have a complaint for any reason please follow the link below:

COMPLAINTS

# General Advice Warning:

The information contained on this page is general in nature only.  I have not considered any individuals personal objectives, financial situation or needs.  Before you make any decision regarding any information, strategies or products mentioned you must consult with me or your own qualified financial advisor and consider whether it is appropriate for your circumstances.  You should not act on any advice until your advisor has provided you with a Statement of Advice (SOA) and Product Disclosure Statement (PDS) along with any other relevant information.  Whilst all care has been taken in the preparation of the information no warranty is given in respect of the information provided and accordingly neither P.E.A.K Private Accountant Pty Ltd, its directors, related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information without first seeking advice appropriate to your needs.

# Disclaimer:

Whilst P.E.A.K Private Accountant Pty Ltd is of the view the contents of this website is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by P.E.A.K Private Accountant Pty Ltd or GPS Wealth Ltd or any officer, agent or employee of P.E.A.K Private Accountant Pty Ltd or GPS Wealth Ltd.

CONTACT ME