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.
21/3/2022
Tax Advisory
The ATO has released their long-awaited guidance on their interpretation of key legislative provisions governing the taxation...
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21/2/2022
Private Wealth
We debunk some of the myths surrounding SMSF and look at the considerations for setting one up....
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1/12/2021
Private Wealth
History suggests another market bust is inevitable. Learn the four key ways to best prepare and weather...
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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 possesses a passion for retirement planning and tailoring contribution strategies.
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