Speak to a Director

Not sure where to start?

Book a consultation with the people who make the calls.

Kerry Bosnich

Director

Self Managed Superannuation

Intro

Meet Kerry

Kerry is known for bringing structure and confidence that shapes life beyond work. As Director of Superannuation at Perks, she works with individuals and families on their Self-Managed Superannuation Funds (SMSFs), translating complexity into clear purposeful information.

Kerry has a background in both public and private superannuation environments, which allows her to anticipate issues early, align solutions with compliance and keep clients focused on long-term outcomes, rather than short-term noise.

Leadership & Contribution

Kerry is passionate about lifting confidence within the SMSF space, not just for clients, but for teams navigating an increasingly complex regulatory environment. Her leadership style is thoughtful and supportive, with a strong belief that desirable retirement outcomes are built through disciplined planning and informed decision-making over time.

Specialisation

Kerry works across the full SMSF lifecycle, supporting trustees from establishment to retirement and beyond. Her approach balances strategy, tax effectiveness and regulatory discipline, ensuring each decision is made with confidence and foresight.

Qualifications & Professional Associations

  • Bachelor of Commerce, Accounting and Finance
  • SMSF Specialist Advisor (SMSF Association)
  • Advanced Diploma of Accounting
  • Diploma of Financial Planning
  • Member of the SMSF Association
  • Board member, SMSF Association, South Australian State Chapter, Committee

Areas of Expertise

  • SMSF Tax Advice
  • SMSF Financial Statements
  • Set up of Self-Managed Superannuation Funds
  • Transition to Retirement
  • Pension & Contribution Strategy
  • Tax Effective Retirement Planning within the SMSF Environmen

Beyond the numbers

Beyond client work, Kerry contributes significantly to Perks culture as Chair of Social Responsibility Committee, where she helps guide the firm’s focus on meaningful community impact. She is actively involved in Perks partnered community initiatives, reflecting her commitment to supporting organisations that create lasting social outcomes. Kerry is also passionate about empowering Team Members to share their own charitable values, championing initiatives that allow individuals to give back in ways that matter to them, supported by Perks through time, resources and encouragement.