
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.


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.

17/2/2021
General News
With two accountants, one secretary, a couple of clients, and a vision for helping private businesses to...
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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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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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