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.

Celebrating culture, connection and community!This year's Adelaide Medical Students' Society (AMSS) International Food F...
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.

Perks recently welcomed accounting, business and commerce students to Perks & Possibilities: For What Comes Next, in par...
08/09/2026

Perks recently welcomed accounting, business and commerce students to Perks & Possibilities: For What Comes Next, in partnership with Chartered Accountants Australia and New Zealand (CA ANZ). The session gave students the opportunity to hear from our Team Members at different stages of their careers, sharing personal insights into life at Perks and the journeys that brought them here. It was great to see conversations continue well beyond the panel discussion, with students asking meaningful questions and connecting with our Team.

A big thank you to the team at CA ANZ, Perks panellists and everyone who joined us. We look forward to seeing where your careers take you.

Our Graduation Program Application is now open, find out more here: https://ap1.hubs.ly/H01lgC40

For many Australian families, a significant portion of their wealth is tied to property. That's why when property values...
07/09/2026

For many Australian families, a significant portion of their wealth is tied to property. That's why when property values soften, many are concerned about what it means for their long-term financial plans.

Simon Wotherspoon, Director, Perks Private Wealth, recently shared his perspective with The Australian, noting that while market uncertainty can cause families to pause and reassess major wealth transfer and succession plans, it rarely changes their direction.

With the right advice, families can make informed decisions that balance today's market conditions with tomorrow's goals.

Read the full article here: https://ap1.hubs.ly/H01lVCq0

04/09/2026

Leadership has a ripple effect.

When leaders are equipped with the right skills, their teams, culture and business all benefit. In Episode 27 of Show Me The Perks, host Kim Bigg welcomes Collette Ordish, Associate Director, HR Consulting, Perks People Solutions, to share what it really takes to build a people-first business and why investing in leadership training is one of the most valuable investments an organisation can make.

👉 Listen to the full episode: https://ap1.hubs.ly/H01lc4T0

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

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8/81 Flinders Street
Adelaide, SA
5000

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

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