Perks Accountants and Wealth Advisers

07/10/2026

This week is Financial Planning Week, an initiative of the Financial Advice Association Australia (FAAA), recognising the important role quality financial advice plays in helping Australians make confident decisions about their future.

Behind every financial strategy is a trusted relationship. Whether it's planning for retirement, building and preserving wealth, protecting what matters most, or creating opportunities for future generations, quality advice helps people navigate life's opportunities and challenges with greater clarity and confidence.

Today, we're proud to recognise our Perks Private Wealth advisers and the expertise, care and commitment they bring to their clients every day. Their work goes well beyond numbers and investments. It's about helping people achieve what's important to them and providing reassurance during life's biggest financial decisions.

Most importantly, thank you to our clients for the trust you place in us. It's a privilege to be part of your journey and to help you plan for what matters most, both now and into the future.

06/10/2026

Eddie Bell, Director, and Danny Beshara, Senior Advisor, from Perks Private Wealth recently attended The Principals' Community Insurance Forum, where Eddie joined a panel discussion on practical client engagement.

Drawing on his experience working with clients through some of life's biggest decisions, Eddie shared insights on building trust, asking the right questions, and creating meaningful connections. It was a valuable opportunity to exchange perspectives with peers and contribute to conversations about strengthening client relationships across the industry.

Thanks to The Principals' Community for bringing together professionals to share practical ideas and experiences.

The discussion highlighted the importance of genuine relationships and thoughtful communication in delivering better outcomes for clients.

30/09/2026

This month, we're celebrating four Team Members reaching significant milestones with Perks. These milestones represent years of supporting clients, contributing to our business, and helping shape the Teams they're part of.

🎉 Andrew Camens, Associate Director, Accounting & Business Services - 10 Years
Over the last decade, Andrew has played an important role in the growth of both his clients and his Team. His commercial perspective, calm leadership, and willingness to share his knowledge have made a lasting impact on colleagues, clients, and the next generation of professionals at Perks.

🎉 Sanja Hiziak, Associate Director, Accounting & Business Services - 5 Years
Sanja is known for combining technical expertise with a genuinely personal approach to client service. She has built strong and lasting relationships by being someone clients and colleagues can rely on, whether navigating significant business decisions or helping solve day-to-day challenges.

🎉 Olivia Brown, Learning & Development Consultant, Perks People Solutions - 5 Years
Olivia has a remarkable ability to turn learning into engaging, meaningful experiences that deliver real outcomes for our clients. Her creativity, energy and talent for connecting with people make her just as effective in the training room as she is behind the scenes designing exceptional programs.

🎉 Fiona Fraser, Client Experience Officer - 5 Years
Fiona plays an important role in supporting clients and the Teams across the firm. Whether assisting behind the scenes or helping people connect with the right support, her contribution is part of what keeps many of the day-to-day activities of Perks running smoothly.

Congratulations - we're proud to celebrate these milestones with you!

29/09/2026

Last week, our Team took part in Blue Donut Week, a community initiative by SA Police Legacy, which provides ongoing care and support to the families of South Australian police officers who have lost their lives while serving our community.

Through our Social Responsibility Committee, we look for opportunities to support causes that have a meaningful impact across South Australia. Blue Donut Week is one of those initiatives, helping raise awareness and support for families navigating life after the loss of a loved one in service.

It was a simple way for our Team to come together, reflect on the contribution of those who serve our community, and support an organisation doing important work behind the scenes.

22/09/2026

🩺 Perks was recently represented by Eddie Bell, Director, Perks Private Wealth, at the Annual General Practice Registrars Australia (GPRA) Forum Conference in the Northern Territory, spending time with registrars from across the region. It was a great opportunity to have meaningful conversations about the financial challenges and opportunities that can come with a career in medicine, including the importance of protecting your income, planning ahead, and building financial confidence early.

We're proud to support initiatives that invest in the next generation of healthcare professionals and create opportunities for connection, learning, and peer support.

21/09/2026

The Federal Government has released draft legislation outlining its proposed 30% minimum tax for discretionary trusts from 1 July 2028.

While the changes are not yet law, the draft includes several important concessions, including expanded roll-over relief and measures intended to provide greater flexibility and reduce restructuring costs.

Read the full article to explore the proposed changes and what steps you may wish to consider 👉 https://ap1.hubs.ly/H01m_Mp0

Markets may reward narrative in the short term, but long-term outcomes are driven by fundamentals. Explore why valuation discipline matters.

16/09/2026

We're pleased to welcome Shamus Rynne to Perks as Director, Perks Finance.

With more than 25 years' experience across commercial banking, Shamus has built a strong reputation for helping business owners navigate growth, investment and complex financing decisions. As businesses navigate increasingly complex funding environments, access to experienced finance expertise has never been more important. His appointment further strengthens Perks' Finance capability and expands the specialist support available to our clients.

Read the full announcement here: https://ap1.hubs.ly/H01mZjq0

14/09/2026

Perks Team came together at U City for the Annual Team Member Breakfast, taking a moment to reflect on what we achieved in FY26, celebrate Team Members stepping into new roles, and look ahead to what’s next.

It was a great way to start the financial year together, reconnect, and build momentum for the year ahead.

10/09/2026

Today we came together in the office for R U OK? Day as a chance to connect over breakfast and a conversation.

At Perks, supporting our people both professionally and personally is important to us every day of the year. R U OK? Day is a valuable reminder to take the time to check in, start a conversation, and look out for one another.

08/09/2026

Celebrating culture, connection and community!

This year's Adelaide Medical Students' Society (AMSS) International Food Fiesta was a fantastic evening to be part of. As a long-standing sponsor of AMSS, Perks was proud to support an event that brought together students and the wider community through food, culture and shared experiences.

A big thank you to AMSS for hosting another memorable event. We’re already looking forward to the next one.