Self-Managed Superannuation Funds

Self-Managed Superannuation Funds

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

Why Perks? Get in touch

In Australia we are fortunate to have a world-class, tax-efficient superannuation system. A self-managed superannuation fund (SMSF) 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 whilst ensuring that your fund remains compliant.

We guide you through the ever-changing and complex compliance requirements of an SMSF, so that you can focus on living, investing and building your personal wealth.

We assist through the following services:

Annual SMSF Compliance

Our approach to annual SMSF compliance and regulatory requirements includes the annual preparation and lodgement of:

  • Financial statements
  • Lodgement of annual returns with the ATO
  • Superannuation legislation compliance
  • Activity statement lodgements
  • Transfer balance cap reporting
  • Investment reports (e.g. cost base, investment movement, income and year end valuation reports)
  • Management of the total superannuation limits

Our dedicated team of SMSF Specialists are ready and available to assist in answering any questions you may have throughout the financial year.

As part of our comprehensive SMSF administration service, we will also arrange for the funds to be independently audited on an annual basis.

SMSF Establishment

If you are thinking of establishing an SMSF, it can be a daunting process. There are many different ways to establish an SMSF and compliance considerations you need to be aware of. You may even be asking yourself if setting up an SMSF is suitable for you and your circumstances.

That’s where we come in. We make the SMSF establishment process simple by providing tailored recommendations to you in a Statement of Advice, which clearly outlines our suggestions based on your unique circumstances, needs and financial objectives.

Strategic Superannuation Advisory

Whether you are just starting your accumulation of retirement saving, or thinking of moving into retirement, there are many strategic opportunities and legislative requirements that may be relevant to you.

As an AFSL accredited firm (Australian Financial Services License No. 236 551), our licensed specialist advisers can assist you in providing and executing personalised superannuation advice under AFSL, specifically tailored to your lifestyle.

We work collaboratively with you to develop strategies best suited to meet your long-term financial goals, including contribution, tax and retirement strategies (including transition to retirement).

If you require further wealth advisory, such as Private Banking or Tailored Portfolio Services, we can work hand-in-hand with our dedicated Private Wealth Team, or with your current Wealth Adviser, to guide you on this journey.

Speak to one of our SMSF Directors.

Kerry Bosnich

Kerry Bosnich

Kerry possesses a passion for retirement planning and tailoring contribution strategies. Kerry consistently strives to exceed her clients’ expectations and is committed to delivering outstanding service.

Kim Bigg

Kim Bigg

Kim Bigg is a Director at Perks and a qualified Chartered Accountant. With more than 20 years’ experience as a business adviser, Kim is highly adept at assisting growing and established businesses across a wide range of industries.

Anita Allan

Anita Allan

Anita leads our cloud accounting specialist team, centred on creating efficiencies for our clients’ internal financial and reporting systems.

SMSF related Insights.

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Perks About Us

About Us

We believe in a world where people & private businesses can grow & prosper.

With over 40 years of succes, our Team is experienced, engaged and motivated to make a positive difference in the world around them. No matter your individual needs or aspirations, you can have the confidence that your handpicked Perks team is focused on growing and protecting your legacy.

We believe that great work is a result of great people and culture, so we invest in the prosperity of our Team Members, business and systems.

Find out more

Get in touch.

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