SMSF

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 super fund, 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.

Perks SMSF Services

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.

Kerry Bosnich

Kerry Bosnich

Kerry possesses a passion for retirement planning and tailoring contribution strategies.

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.

Nick Connelly

Nick Connelly

Nick’s professional mantra is to provide advice that will support our clients in reaching their financial goals.

Nicolas Croft

Nicolas Croft

Nicolas provides advice to owners of private businesses who are looking to translate business success to personal wealth.

Peta Nunn

Peta Nunn

Peta offers expertise in strategic financial planning, investment management and portfolio administration.

Samantha Harrison

Samantha Harrison

Samantha’s unique expertise in Chartered Accounting and Financial Planning allow her to take a holistic approach to helping people plan their financial futures and wealth creation accordingly.

Simon Hele

Simon Hele

Providing private clients, associations and not for profit organisations with strategic planning and investment advice.

Simon Wotherspoon

Simon Wotherspoon

Simon is deeply experienced in constructing and maintaining multi-asset class portfolios and developing tailored wealth management strategies for his clients.

Client stories.

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Dr Richard Stuckey

Dr Richard Stuckey

9/5/2019

Medical

As the need of this medical professional grew, so did the resources Dr Stuckey accessed through Perks. Read more.

SMSF insights for you.

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Guiding Investment Principles in the midst of a Crisis

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),...
Read more.

What’s new in Super for 2019

What’s new in Super for 2019

14/11/2019

A new work test exemption and the ability to claim unused contributions in future years headline the...
Read more.

2019 Federal Budget Insights

2019 Federal Budget Insights

15/4/2019

The 2019 Federal Budget puts one foot forward, but it’s a long dance ahead
Read more.

Get in touch.

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  • FBEA - Winner 2017
  • SMSF and Account Awards 2017 - Finalist
  • SMSF and Account Awards 2018- Winner
  • Australian Account Awards - Finalist 2018
  • Xero Platinum Partner
  • Adaptive Insights
  • LEA Global
  • Xero Accounting Partner of the Year Australia