Kerry Bosnich

Associate Director, Superannuation

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.

Kerry Bosnich

About Kerry.

Kerry joined Perks in 2015 as a Self Managed Superannuation Fund (SMSF) specialist and is now an Associate Director within the firm.

With Kerry’s vast SMSF experience gained within private and public Superannuation companies, she is well equipped to advise on all SMSF matters with a technical, strategic and compliance focus.

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.

Kerry possesses a passion for retirement planning and tailoring contribution strategies. She is proficient in every phase of the SMSF journey and supports trustees from set-up, through to accumulation, transition to pension and the wind-up stage. Kerry is diligent in providing effective compliance and tax planning advice and pro-actively ensures that each client is making the most of the investment opportunities available to them.

Qualifications & Associations:

  • Bachelor of Commerce, Accounting and Finance
  • SMSF Specialist Advisor (SMSF Association)
  • Advanced Diploma of Accounting
  • Diploma of Financial Planning
  • Member of the SMSF Association

Specialisations:

  • SMSF
  • Wealth Management
  • Family Office
  • Succession Planning

Get in touch with Kerry.

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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