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. Its team supports fund setup, financial statements, tax advice, contributions, pensions and retirement planning, helping trustees understand their options throughout the life of their SMSF.

  • Working with business owners, families and individuals since 1981
  • SMSF Association Specialist Advisor expertise within the team
  • SMSF setup, tax advice and financial statements
  • Transition to retirement, pension and contribution strategies