Self-Managed Superannuation Funds
A secure future and the confidence to live life to the fullest.
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.
Disclaimer: Any financial product advice is provided by Perks Private Wealth Pty Ltd (AFSL No. 236551) (“PPW”). The information provided is general in nature and is not personal financial product advice. The information provided has been prepared without taking into account your objectives, financial situation or needs and because of this you should, before acting on it, consider the appropriateness of it having regard to your objectives, financial situation and needs. You should carefully read and consider any product disclosure statement that is relevant to any financial product that has been discussed before making any decision about whether to acquire the financial product. Please refer to PPW’s FSG for contact information and information about remuneration and associations with product issuers.
Speak to one of our SMSF Directors.
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 possesses a passion for retirement planning and tailoring contribution strategies.
SMSF insights for you.
Setting up your Self-Managed Superannuation Fund (SMSF) the Right Way
2/11/2020
SMSF
If you’re thinking of establishing a Self-Managed Super Fund (SMSF), there’s a laundry list of things you’ll...
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Dr Sui Yu
10/6/2020
Medical
For Dr Yu, the demonstrated professionalism and acumen of the team at Perks have given her confidence...
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Guiding Investment Principles in the midst of a Crisis
16/3/2020
Private Wealth
In the world of investments, in times of crisis, like the present situation surrounding the coronavirus (COVID-19),...
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