A dedicated approach for a fixed fee
With more than 30 years’ experience in wealth management, finance and taxation, the Peak Super team has a broad scope and understanding of self-managed super funds. As part of a personal approach you will be allocated a dedicated account manager that will provide Trustees with the technical support needed to ensure the fund is run properly.
Peak Super offers a fixed fee for service, so you will always know your fees in advance. Our fees are transparent with no hidden charges – and no surprise bills at the end of the financial year.
Value for money & easier compliance
Peak Super provides value for money and our fees are among the most competitive in the country. Peak Super administrative service enables regular reconciliation of your fund. Where we detect unusual activity, or identify a transaction that is non-complying we’re able to attend to it immediately.
Less paperwork
We offer online access to your investments and transaction statements. Rather than rifle through mountains of paperwork, with a few clicks of the mouse you will have all the information you need right at your fingertips.