Self-Managed Superannuation Funds

Annual SMSF Compliance

Our approach to annual SMSF compliance and regulatory requirements includes the annual preparation and lodgement of:

• Financial statements
• Lodgement of annual returns with the ATO
• Superannuation legislation compliance
• Activity statement lodgements
• Transfer balance cap reporting
• Investment reports (e.g. cost base, investment movement, income and year end valuation reports)
• Management of the total superannuation limits

Our dedicated team of SMSF Specialists are ready and available to assist in answering any questions you may have throughout the financial year.

As part of our comprehensive SMSF administration service, we will also arrange for the funds to be independently audited on an annual basis.

SMSF Establishment

If you are thinking of establishing an SMSF, it can be a daunting process. There are many different ways to establish an SMSF and compliance considerations you need to be aware of. You may even be asking yourself if setting up an SMSF is suitable for you and your circumstances.

That’s where we come in. We make the SMSF establishment process simple by providing tailored recommendations to you in a Statement of Advice, which clearly outlines our suggestions based on your unique circumstances, needs and financial objectives.

Strategic Superannuation Advisory

Whether you are just starting your accumulation of retirement saving, or thinking of moving into retirement, there are many strategic opportunities and legislative requirements that may be relevant to you.

As an AFSL accredited firm (Australian Financial Services License No. 236 551), our licensed specialist advisers can assist you in providing and executing personalised superannuation advice under AFSL, specifically tailored to your lifestyle.

We work collaboratively with you to develop strategies best suited to meet your long-term financial goals, including contribution, tax and retirement strategies (including transition to retirement).

If you require further wealth advisory, such as Private Banking or Tailored Portfolio Services, we can work hand-in-hand with our dedicated Private Wealth Team, or with your current Wealth Adviser, to guide you on this journey.

About Us

We believe in a world where people & private businesses can grow & prosper.

With over 40 years of succes, our Team is experienced, engaged and motivated to make a positive difference in the world around them. No matter your individual needs or aspirations, you can have the confidence that your handpicked Perks team is focused on growing and protecting your legacy.

We believe that great work is a result of great people and culture, so we invest in the prosperity of our Team Members, business and systems.

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