Succession Planning

Confidence in knowing that the future is secured.

Your Perks team can help you to navigate the complexities of succession planning, including strategic oversight, mediation, trust and estate planning.

We know that all too often, the topic of succession planning can feel like a difficult one at best. Our succession planning specialists have significant experience across a wide range of industries and circumstances and can provide you with the right care, whether you are an individual, operate a family-owned business, or manage an enterprise or foundation.

Get in touch View our insights

Speak to one of our Succession Planning team members.

Greg Perks

Founding partner of Perks. Greg provides advice to clients on growing their business and building wealth in a tax effective, risk-managed manner.

Kerry Bosnich

Kerry consistently strives to exceed her clients’ expectations and is committed to delivering outstanding service. She prides herself on offering her clients easy to understand advice, clearly outlining their strategic pathway and defining the compliance points that must be taken into consideration.

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.

Mark Roderick

Insight gained over time, underpins the strength of Mark’s advice and his ability to provide relevant and effective solutions to his business clients.

Matthew Petersen

Providing expert advice in taxation and accounting, asset protection, business structures and succession planning. Matthew is a key member of the firm’s Agribusiness specialisation.