Self-Managed Superannuation Funds

A secure future and the confidence to live life to the fullest.

Perks SMSF Services

In Australia we are fortunate to have a world-class, tax-efficient superannuation system. A self-managed superannuation fund (SMSF), backed by insightful and strategic advice from your Perks Private Wealth team, may be the appropriate vehicle to effectively build your retirement wealth.

Your Perks team includes specialists that understand all the complexities and opportunities of superannuation, ensuring that you can explore and understand all the options available to you. We assist in the implementation and ongoing management of your self-managed super fund so that you can focus on what’s important – living the life you earned.

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Speak to one of our SMSF Directors.

Kim Bigg

Kim Bigg

Assisting clients to plan for the transition to retirement and the associated requirements of estate and succession planning. Kim is a specialist in Self-Managed Super Funds.

Kerry Bosnich

Kerry Bosnich

Kerry possesses a passion for retirement planning and tailoring contribution strategies.

SMSF insights for you.

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Client Story: Dr Chris Harry

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27/8/2021

Client Stories

For Dr Chris Harry, his long-standing relationship with Perks has provided him with the essential financial education...
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Perks new leadership announcements

Perks new leadership announcements

8/7/2021

General News

Perks continues to build out its multidisciplinary capabilities with the appointment of two new Directors and a...
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