Perks Accountants and Wealth Advisers

Perks Accountants and Wealth Advisers We believe in a world where people & private businesses can grow & prosper. It’s about greater results through continuity of advice.

Our Team is experienced, engaged and motivated to make a positive difference in the world around them. No matter your individual needs or business aspirations, you can have the confidence that your hand-picked Perks team is focused on growing and protecting your legacy. From a Business Services perspective, we specialise in providing advice to privately owned businesses and their owners through so

phisticated business services such as business advisory, accounting, audit, finance, cloud solutions, HR and recruitment. From a Private Private perspective, we are known for helping others to achieve financial independence, prosperity and peace of mind through our sophisticated approach to private wealth, including family office, wealth management, SMSF, personal insurance and residential finance. Within the one firm, Perks offers a complete range of professional advice for businesses and their owners.

Bringing the Adelaide SMSF community together.Perks was proud to recently host the SMSF Association Adelaide Local Commu...
02/09/2026

Bringing the Adelaide SMSF community together.

Perks was proud to recently host the SMSF Association Adelaide Local Community event, welcoming SMSF professionals from across South Australia for an afternoon of insights, discussion and connection.

Thank you to everyone who joined us. We look forward to continuing to support and strengthen our local SMSF community.

💫Supporting the next generation of Chartered Accountants.Perks recently hosted our bi-annual information session with Ch...
31/08/2026

💫Supporting the next generation of Chartered Accountants.

Perks recently hosted our bi-annual information session with Chartered Accountants Australia and New Zealand (CA ANZ) for our Graduate and Undergraduate cohort. The session provided our Early Career Team Members with the opportunity to gain a deeper understanding of the CA Program, explore the pathways available to them, and ask questions about the journey to becoming a Chartered Accountant.

A sincere thank you to Scott McKenzie and Matt Collins from CA ANZ for sharing their knowledge and experiences with our Team!

Perks Team Members recently came together for Cultural Awareness Training with Renee Andrew, Director of Arraru Yakka Cu...
25/08/2026

Perks Team Members recently came together for Cultural Awareness Training with Renee Andrew, Director of Arraru Yakka Cultural Capability Training and a Proud Adnyamathanha / Kuyani woman from the Northern Flinders Ranges. This training is delivered annually through our longstanding partnership with Arraru Yakka as part of our ongoing learning and development program.

The session provided an opportunity for our Team Members to deepen their understanding of Australia’s First Nations Peoples, exploring history, culture, customs and contemporary issues affecting communities today.

The training was commended by all attendees. Thank you to Renee for sharing her knowledge, experiences and insights with our Team.

Ready to kick-start your career in Accounting? Applications for the Perks Graduate Program are now open! Join a Team tha...
24/08/2026

Ready to kick-start your career in Accounting? Applications for the Perks Graduate Program are now open! Join a Team that will challenge you, support your development, and help you build a meaningful career from day one. With hands-on experience, mentoring from industry leaders, and opportunities to progress, there’s no better place to start your journey.

Apply now: https://ap1.hubs.ly/H01jDkV0

📅 Perks & Possibilities: For What Comes Next | Thursday, 27 August ⏰ One week to go, here's your last chance to register...
20/08/2026

📅 Perks & Possibilities: For What Comes Next | Thursday, 27 August

⏰ One week to go, here's your last chance to register!

👉 Secure your spot: https://ap1.hubs.ly/H01j8sp0

Join members of the Perks team as they share the experiences, opportunities and lessons that have shaped their careers.

Whether you're studying Accounting, Business or Commerce, this is an opportunity to hear real stories, ask questions, build connections, and gain practical insights into a career in professional services.

🎉 As a bonus, attendees will also have the chance to win: 1 of 2 Yo-Chi vouchers & a coffee catch-up with a Perks Director

We'd love to see you there!

17/08/2026

🗓️ Pre-CGT Assets: A tax-free asset today doesn't always mean a tax-free outcome tomorrow.

In the latest episode of our Show Me The Perks Podcast, host Kim Bigg welcomes Neil Oakes, Director, Tax Consulting and Simon Wotherspoon, Head of Perks Private Wealth, to discuss how the proposed tax reforms could affect pre-CGT assets and why it's a conversation worth having now for Australian business owners and investors.

🎧 Listen to the full episode: https://ap1.hubs.ly/H01fRKY0

With more Australians divorcing later in life, so-called grey divorce is becoming an important consideration in retireme...
13/08/2026

With more Australians divorcing later in life, so-called grey divorce is becoming an important consideration in retirement and wealth planning. Beyond the personal impact, it can reshape retirement outcomes, reduce the wealth available to future generations and create new challenges around estate planning.

In a recent article by The Australian, Peta Nunn, Director, Perks Private Wealth, shares her insights on how separation later in life can affect retirement plans, family wealth and the transfer of assets to the next generation.

Read the full article to learn more about the financial implications of grey divorce and the importance of seeking advice early: https://ap1.hubs.ly/H01glW70

Perks & Possibilities - Every career journey looks a little different! Hear from our Team Members at various stages of t...
11/08/2026

Perks & Possibilities - Every career journey looks a little different!

Hear from our Team Members at various stages of their careers as they share the experiences, opportunities, and moments that have shaped their path at Perks. From building confidence and developing new skills to taking on fresh challenges, their stories offer a genuine insight into what growth can look like.

Whether you're just starting out or considering your next step in your career, discover what’s possible when you’re supported by a Team that invests in your growth!

Cheers to the halfway milestone! 🥂🩺As a proud long-standing supporter of the Adelaide Medical Students’ Society (AMSS), ...
05/08/2026

Cheers to the halfway milestone! 🥂🩺

As a proud long-standing supporter of the Adelaide Medical Students’ Society (AMSS), Perks was thrilled to sponsor and attend their Halfway Dinner, celebrating with students who have reached the halfway point of their medical studies.

It was a fantastic opportunity to connect with the next generation of healthcare professionals and recognise the dedication, hard work and commitment that has brought them to this point.

At Perks, we're passionate about supporting medical professionals throughout every stage of their journey, from study through to practice ownership and beyond.

Learn more about how we support the health industry: https://ap1.hubs.ly/H019W-K0

Welcome to Perks! 🎉We're excited to see our newest cohort of Graduates, undergraduates, and Interns begin their careers ...
03/08/2026

Welcome to Perks! 🎉

We're excited to see our newest cohort of Graduates, undergraduates, and Interns begin their careers at Perks.

Starting a new role is about more than learning the job – it's about building connections, gaining confidence, and finding your place within a Team. Our recent welcome morning tea was an opportunity for our new Team Members to meet colleagues and leaders from across the business and start building those relationships from day one.

We're looking forward to supporting their career growth and seeing the impact they'll make at Perks!

Address

8/81 Flinders Street
Adelaide, SA
5000

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Alerts

Be the first to know and let us send you an email when Perks Accountants and Wealth Advisers posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share

Category