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PEAK'S ADMINISTRATION

Efficient, accurate administration allows our portfolio managers to focus on achieving your investment goals.

  • The Premium technology platform enables you to monitor your portfolio on a continuous basis.
  • It provides secure, accurate, up-to-date, easily accessible information on your portfolio’s performance and assists with efficient tax year-end reporting.
  • With your authority, your accountant or tax adviser can be given access to your portfolio through Praemium. Our streamlined, transparent reporting structure ensures great convenience for you.

Peak uses Shaw & Partners for the settlement of share trades and CHESS registration. This allows us to deal through a selection of brokers; retaining our independence as portfolio managers.
Your stocks are registered directly in the name of your own personal entity with your own Holder Identification number. All company correspondence is forwarded to Peak's registered address.We undertake the administrative functions of advising the registries of dividend banking instructions and TFNs, dividend collection, settlement of corporate actions and retention of chess statements.
When we establish your Shaw & Partners brokerage account, we also arrange for any existing share holdings to be transferred to Shaw Chess sponsorship. As there is no change in beneficial ownership, there is no realisation of capital gains or losses on transfer.
When a trade is carried out, the contract note is sent to yourself and Peak via e-mail for updating your portfolio.
Peak will send you quarterly valuations and performance reviews of your portfolio within 30 days of quarter end. Detailed information such as your cash book, dividend and interest income and capital gains are constantly available within Praemium. At year end, we will provide both you and your accountant with a full report of all your annual capital gains and income details. This ensures that your accountant receives all the information necessary to complete your tax return. We can provide either hard or soft copy - whichever you prefer.
Peak operates under a transparent and highly competitive fee structure.We charge annual portfolio management fees on a quarterly basis in arrears as a percentage of assets under management.
PEAK INVESTMENT
We partner with successful individuals, families, DIY superfunds and ‘not for profit’ organizations to help you achieve your investment goals. We deliver independent, trusted advice and match solutions to your needs, wants and circumstances.
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© 2015 Peak Investment Partners Pty Ltd (ABN 12 109 434 880) is an authorised representative of Peak Investment Holdings Pty Ltd (ABN 17 118 685 993)

who holds an Australian Financial Service Licence No.304008. Website Design & Development by MDB