Make your SMSF plan clearer from setup to retirement.

For individuals, families and business owners considering an SMSF, Perks brings strategy, tax and retirement-planning questions into a clearer long-term conversation.

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SMSF advice with the next stage in view

Perks provides private wealth and SMSF advice for individuals, families and business owners. Kerry Bosnich, Director of Self Managed Superannuation, publishes expertise across SMSF setup, financial statements, tax advice, transition to retirement, pension and contribution strategy, and tax-effective retirement planning within the SMSF environment. Perks describes its approach as translating complexity into clear, purposeful information while supporting trustees across the SMSF lifecycle.

  • Perks has partnered with business owners, families and individuals since 1981
  • Kerry Bosnich is an SMSF Specialist Advisor through the SMSF Association
  • Published expertise across SMSF setup, tax advice and financial statements
  • Published expertise across transition to retirement, pensions and contributions