Succession Planning

Succession Planning

Confidence in knowing that the future is secured.

Why Perks? Get in Touch

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.

Succession Planning insights for you.

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Impending changes to trust taxation

Impending changes to trust taxation

21/3/2022

Tax Advisory

The ATO has released their long-awaited guidance on their interpretation of key legislative provisions governing the taxation...
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Client Story: Nippy’s

Client Story: Nippy’s

10/3/2022

Client Stories

Perks has been working alongside well-known South Australian company Nippy’s, providing a wide range of services. Read...
Read more.

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.

Speak to one of our Succession Planning 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.

Mark Roderick

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

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.

Peta Nunn

Peta Nunn

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

Simon Hele

Simon Hele

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

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.

Get in touch.

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

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