8TH DECEMBER, 2017

Motor Vehicle Search & Finance

Perks has recently partnered with Motorbuys to provide clients with a fully transparent car purchasing service in conjunction with arranging finance at a very competitive price.

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8TH DECEMBER, 2017

Congratulations Kim Bigg and the Perks SMSF Team!

We’re very proud to share with you that last month, Kim Bigg, Director of Self-Managed Superannuation at Perks was recognised for some outstanding awards at the SMSF Adviser’s inaugural ‘SMSF and Accounting Awards 2017 South Australia.’

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8TH DECEMBER, 2017

Strange question, but is your retirement protected from your own children?

With all the focus on maximising your savings in preparation for your twilight years, it’s easy to forget about one of the biggest potential risks any pre-retiree can face – your own children.

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8TH DECEMBER, 2017

Investors, have you considered Alternative Assets?

Alternative investments are assets that do not fall into one of the traditional asset classes that Australian investors are most familiar with, like equities, fixed income and cash. They include a broad range of assets such as private equity, venture capital, hedge funds, infrastructure, real estate and agriculture and can be growth or income focussed.

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8TH DECEMBER, 2017

Do your financial records need a Spring Clean?

We often get asked questions in relation to the retention of records, so we thought we’d share this table of recommended time-frames for holding onto things. It may be time to get the shredder out if you have been hanging onto these for longer than what is required!

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12TH OCTOBER, 2017

Feeling overwhelmed with the burden of administering your investment portfolio?

At Perks, we acknowledge the increasing workload on our clients, and investors in general, to maintain their investment portfolios, especially given the legal obligations of record keeping and tax complexities that need to be navigated, and the sheer volume of corporate activity involved in the process.  We also appreciate and understand that some of our clients want to make and control all their investment decisions.

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12TH OCTOBER, 2017

Let the Perks Health Advisory team take care of your financial well-being

News of Andrew Craig joining the Perks Director Group may have reached you earlier this year. Andrew is an experienced adviser, with a strong medical specialisation. He joins fellow Perks Director Brian Nimmo who, drawing on his extensive business advisory and taxation expertise, shares a significant focus on advising health professionals and practices. Together Andrew and Brian head up the Perks Health Advisory team and solidify Perks’ position as the preeminent advisor to medical practitioners, specialists and the allied health sector.

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12TH OCTOBER, 2017

Stay in control – don’t rely on the default insurance in your Super to protect your family’s financial future!

Most of us have it. That default insurance cover sitting within our Super Fund. But, relying on this to protect yourself and your family in the event of a tragedy could really be ‘financially dangerous.’ Rarely does this type of cover provide sufficient protection to meet your potential needs at claim time.

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12TH OCTOBER, 2017

Are you still wasting precious time using manual scheduling and payroll processes in your hospitality, medical or retail business?

As you know, exceptional customer service and product delivery are essential for the successful operation of any business. But the reality is that for time poor business owners and managers, a lot of time is spent managing staff as opposed to managing your business and servicing customers. Rostering and time-sheet management is one area that can be really time-consuming, particularly in the cases of our hospitality, medical and retail clients, so we are here to offer you a solution.

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12TH OCTOBER, 2017

Workplace Prisoners – How Unmotivated Employees Can Damage your Business

They get to work on time, get their job done, don’t complain much and stick around for several years. But these employees may actually be negatively impacting your business’s success.

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