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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

The Peak Partnership

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Australia
Upper Mount Gravatt, QLD
The Peak Partnership

Chartered Accountants and Financial Advisors Our vision is to be your complete point of contact for all your financial and business solutions.

The Peak Partnership is a Chartered Accounting and financial services firm that focuses on integrated business enhancement and personal wealth creation advice for clients who live and breathe small business greatness.

28/05/2026

EOFY IS FOUR WEEKS AWAY…are you making the most of it?

As 30 June gets closer, many business owners and individuals are asking the same question: “Am I paying more tax than I need to?”

You want to minimise your tax and improve your cash flow — but with changing rules and recent Federal Budget updates, it’s not always clear where to start.

That’s where we come in.

At this time of year, having the right strategy in place can make a real difference to your financial position — both now and into the new financial year. Our Accountants specialise in identifying practical, compliant, tax and cash flow planning opportunities tailored to your situation.

But timing matters. June fills up quickly, and the best results come from planning early — not rushing at the last minute.

01. Book a time with one of our Advisers.

02. Have a look at our EOFY planning resources — visit our Year End Planning hub at https://buff.ly/38ZAWXl

03. We’ll then explore the strategies with you to reduce your tax.

We’ll work together to make sure you keep more of what you earn this financial year.

26/05/2026

OUR NEW LOOK: Next time you visit The Peak Partnership, you might notice things are looking a little different.

We’ve refreshed our reception area and one of our meeting rooms with some beautiful new furniture and finishing touches — creating a space that feels as modern and welcoming as the way we work with our clients every day.

A big thank you to Robyn Saunders (Director) and Cheryl Fitzsimon (Practice Manager), who somehow managed to balance their busy schedules with a flair for interior design to bring it all together. The result is a space the entire Peak team is proud to share.

01/05/2026

YOUR BUSINESS: Payday Super kicks in on 01 July 2026, and the countdown is officially on.

If your business isn’t ready to shift from quarterly to payday super payments for your employees, now’s the time to act. Two months will fly by, so let’s make sure you’re prepared.

Read our latest Payday Super article about managing your transition super payments from June to July: https://buff.ly/DFpZ0gT

And if you're still not quite up to speed with Payday Super for your business, reach out to one of our Business Accounting Advisers at The Peak Partnership today.

29/04/2026

YOUR NEXT CAREER PEAK: If you're an experienced professional office receptionist looking for a change, we'd love to chat more with you.

We have a position available now as our front office Receptionist, where you'll work to help keep the office running smoothly, play a key role in making a lasting positive impression with our clients, and work alongside and support our business accounting and financial planning teams.

If this sounds like you (or someone you know), check out this exciting full-time opportunity at our Upper Mt Gravatt office and submit your application at https://buff.ly/akZFrVG

23/04/2026

YOUR NEXT CAREER PEAK: If you're a young, up-and-coming accountant, and you're ready to take the next step in your career...we have the role for you as a Business Services Intermediate Accountant.

If you have 18+ months' or more experience in business services in public practice, and you're studying (or have completed) a relevant business degree, we'd love to hear from you.

At The Peak, we know you're still building your professional experience - and we're committed to helping you grow. You'll develop your technical skills, business acumen and confidence, while working in a supportive, team-focussed environment.

"It's one of the best decisions I've ever made to work at The Peak Partnership."
Zoe Gillard | Accounting Manager

Take your first step towards your Peak career. Apply today, apply at https://buff.ly/5WEs5UA

15/04/2026

MARKET UPDATE: The conflict in the Middle East has created a lot of headlines, and it's normal to feel unsure about what this means for your investments.

Our latest Market Update blog article explains why markets often react in the short-term, why these shocks usually fade, and how diversified portfolios are built to handle times like this.

Read the article, and if you're worried about your long-term savings or investments, please reach out to our Financial Advisers for guidance and support.

Read our Market Update blog here: https://buff.ly/e3KWi8k

08/04/2026

SUPER AND RETIREMENT: If you’re between 60 and 65, your super is closer than you think.

But accessing your super funds isn’t automatic — and one wrong move could limit your options.

Right now, the preservation age for everyone is 60. That opens the door. But whether you can start a pension, take a lump sum, or only draw a limited income stream depends on your work situation.

But you don’t have to figure it out alone – because that’s where we come in.

We’re here to help you with advice, clarity and direction so you understand:

- when you can access your super
- what your options are if you’re still working
- what changes once you retire
- how to avoid costly mistakes

Because this isn’t just about accessing money. It’s about building sustainable income, managing tax, and protecting your future lifestyle.

If you’re thinking about tapping into your super, start here. Read our article about accessing you super after 60 and take control of your next chapter. https://buff.ly/7cprYn0

01/04/2026

RETIREMENT PLANNING: It isn’t about a number. It’s about freedom.

Freedom to travel.
Freedom to slow down and relax.
Freedom to enjoy time with family — without worrying about money.

But without a clear plan, retirement can feel uncertain. That’s where we come in.
As your guide, we help you cut through the noise and focus on what matters — sound and practical advice, clarity and direction that turns “Am I going to be okay?” into a confident plan.

In our latest blog, we break down:

• What a “comfortable” retirement actually costs in Australia
• How much capital you may need
• The risks of running short — and how to avoid them
• Practical strategies to grow and protect your wealth

You don’t need to figure this out alone. With the right plan, retirement becomes something to look forward to — not something to fear.

Read our latest Retirement Planning article and start planning your retirement with confidence. SUPER AND RETIREMENT: If you’re between 60 and 65, your super is closer than you think.

But accessing your super funds isn’t automatic — and one wrong move could limit your options.

Right now, the preservation age for everyone is 60. That opens the door. But whether you can start a pension, take a lump sum, or only draw a limited income stream depends on your work situation.

But you don’t have to figure it out alone – because that’s where we come in.

We’re here to help you with advice, clarity and direction so you understand:

- when you can access your super
- what your options are if you’re still working
- what changes once you retire
- how to avoid costly mistakes

Because this isn’t just about accessing money. It’s about building sustainable income, managing tax, and protecting your future lifestyle.

If you’re thinking about tapping into your super, start here. Read our article about accessing you super after 60 and take control of your next chapter. https://buff.ly/jgZtx9p

And feel free to reach out to our Financial Advisers for help – backed by our advice, clarity and direction.

30/03/2026

FRINGE BENEFITS TAX: The FBT year ends tomorrow (31 March), so don't forget to take a note of the odometer readings for any vehicles used for business purposes.

Not sure if you have an FBT liability for your business? Just head to our FBT Q&A page on our website at https://buff.ly/3cXmjBR - and check out our FBT blog articles:

FBT: A quick guide https://buff.ly/IbDnY3d
FBT 2026: What's the latest https://buff.ly/uzKRFXe

If you can't find your answers there, feel free to reach out to our Accounting Advisers for some FBT-specific advice, clarity and direction.

25/03/2026

RETIREMENT:IT'S NOT A DESTINATION. It’s the evolution of your lifestyle.

You’ve worked hard for a long time. Retirement should feel rewarding — not uncertain.

But too many Australians step into retirement without a clear plan… underestimating how long they’ll live, how inflation will impact them, or how to use their super effectively.

You don’t have to figure it out alone.

We believe retirement planning should come with advice, clarity and direction — so you can avoid costly mistakes and move forward with confidence.

If you’re wondering whether you’re truly on track with your retirement plan, this is your sign to get clarity.

1. Read our latest blog: Seven mistakes to avoid in retirement planning https://buff.ly/qUvCUfZ
2. Download our free Retirement Planning Guide at https://buff.ly/Lb3lwQc
3. Reach out to our Financial Advisers for a free preliminary discussion: https://buff.ly/VqbydjJ

It’s your retirement. We’ll help you build the roadmap.

Address

17 Mt Gravatt-Capalaba Road
Upper Mount Gravatt, QLD
4122

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+61733609888

Website

https://www.peakpartnership.com.au/

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