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.

View all insights

 

Setting up your Self-Managed Superannuation Fund for success

Setting up your Self-Managed Superannuation Fund for success

14/4/2021

SMSF

Ensuring you diversify your SMSF investments is key to building your long-term wealth. Click here to learn...
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40 years of Perks and counting!

40 years of Perks and counting!

23/2/2021

General News

With two accountants, one secretary, a couple of clients, and a vision for helping private businesses to...
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Setting up your Self-Managed Super Fund (SMSF) the Right Way

Setting up your Self-Managed Super 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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