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), 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.

SMSF insights for you.

View all insights

 

How to prepare for a Market Crash

How to prepare for a Market Crash

1/12/2021

Private Wealth

History suggests another market bust is inevitable. Learn the four key ways to best prepare and weather...
Read more.

40 years of Perks and counting!

40 years of Perks and counting!

23/11/2021

General News

With two accountants, one secretary, a couple of clients, and a vision for helping private businesses to...
Read more.

What you need to know about Director IDs

What you need to know about Director IDs

3/11/2021

Business Advisory

As of Nov 1, 2021, director ID numbers come into effect for all corporate entities. Here we...
Read more.

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.

Get in touch.

Please fill out the form below to make an appointment or request more information.

Contact Us - PPW Specific
(excluding your home, but including your superannuation)