Perks Accountants and Wealth Advisers

10/06/2026

The Australian has recently published an article exploring how proposed CGT changes could impact retirement strategies, including the broader implications for investors and those nearing retirement. Emma Burckchardt, Adviser, Perks Private Wealth, contributed to the piece, highlighting key considerations such as the potential value of qualifying for a part Age Pension, how means testing may influence investment decisions, and why superannuation remains a critical planning tool.

As always, the right strategy isn’t just about managing tax, it’s about balancing outcomes with long-term financial security and confidence in retirement.

Read the full article here: https://ap1.hubs.ly/y0YSl00

09/06/2026

We’re proud to share moments of huge effort from the Perks Team on the Jodi Lee Foundation Trek this year! 💙👣

Over two days in McLaren Vale, the Team took on the 62km walking challenge – pushing their limits, supporting one another, and showing what’s possible when people come together for a shared purpose. This trek is about more than the distance. It’s about raising awareness for bowel cancer and reinforcing an incredibly important message – early detection saves lives. A cause that resonates closely with many in our community, and one we’re proud to stand behind.

Together, we raised over $20,000 – a testament to the generosity of our clients, Team Members, friends and families. Thank you to everyone who supported us along the way, whether through fundraising, encouragement or cheering from the sidelines. Your support makes a real difference. An incredible achievement, and an even greater impact.

05/06/2026

Perks is proud to be part of a meaningful night at the footy, as Adelaide Oval came together for the SA Freeze campaign by FightMND.

Sam Wagner and Matthew Petersen, Directors in Accounting & Business Services, along with Tyler Kirkham, Manager, represented Perks and joined a community united in support of Australians impacted by MND.

An inspiring example of the impact that comes from showing up and backing something bigger than ourselves - it’s moments like these that remind us why supporting our community matters.

03/06/2026

Perks recently hosted the Helpmann Business Essentials Workshop on our office rooftop, bringing together emerging artists for an afternoon focused on the fundamentals behind sustainable careers.

Through practical insights and open conversations, Perks Team Members shared business essentials that support creative success, from structure to strategy. Just as importantly, the session created space for meaningful conversations between Perks mentors and mentees. We had the opportunity to network, share experiences and start building relationships. The connection continues well beyond the workshop, with our mentors stepping in to support and guide these artists as part of their ongoing journey.

We’re looking forward to supporting what comes next in our mentees’ careers.

01/06/2026

In this episode of Show Me The Perks, host Kim Bigg welcomes Chris Brougham, Executive Chair of Des’s Group, one of South Australia’s most iconic transport brands.
After over 6 decades in the business, Chris reflects on his journey and the reality of succession planning. Succession is never just a handover; it's legacy, identity, and trusting someone else to take it forward. It’s personal, and at times, emotional.

Listen to the full story of Des's Group here: https://ap1.hubs.ly/y0WsLp0

27/05/2026

Perks is proud to support Bakers Delight's Fun Bun campaign in partnership with Breast Cancer Network Australia (BCNA) 💗

To get behind this important initiative, our Social Responsibility Committee hosted a morning tea to bring Team Members together over pink fun buns for a great cause. This is part of what shapes Perks culture - showing up for our community and backing initiatives that make a real difference.

This campaign helps raise vital funds to support Australians affected by breast cancer through trusted resources, advocacy and community connection.

If you’d like to be part of it, you can donate here: https://ap1.hubs.ly/y0Wv2n0

Every contribution, big or small, makes an impact.

25/05/2026

Simon Wotherspoon, Head of Perks Private Wealth, and Rory Logan, Senior Manager Operations, Perks Private Wealth, recently represented Perks at the 2026 Principals’ Community Forum on the Gold Coast.

It was an exceptionally well-run and thought-provoking event that brought together like-minded advisers and business leaders from across the country to share ideas, challenge thinking and focus on what’s next for advice businesses. From leadership and innovation through to navigating change and driving sustainable growth, the insights were both practical and forward-focused.

Taking time to step away from the day-to-day and connect with peers facing similar challenges and opportunities is always valuable. Just as important was the chance to support the incredible work of St John Ambulance Australia in the process.

20/05/2026

Perks Team Members recently came together once again to support The Village Co., packing essential care bags for vulnerable mums and their babies across South Australia. Every bag packed helped provide comfort, dignity and support when it’s needed most.

Join us in supporting The Village Co.’s mission:

💛 Donate essential care bag items
💛 Help with packing or delivery
💛 Support and share their work

👉 https://ap1.hubs.ly/y0QKkK0

18/05/2026

In this highlight reel, Lee Jurga, Associate Director, Tax Consulting, shares key takeaways from the Federal Budget 26-27 and what they could mean for investors, private businesses and first home owners.

This video provides an initial summary of announced Budget measures only and we’ll share further insights and updates as more information is available and legislation progresses.

Read the full summary here 👉 https://ap1.hubs.ly/y0SFXY0

13/05/2026

The 2026–27 Budget introduces a series of staged reforms rolling out over the coming years. For investors, privately owned businesses and working individuals, many measures may influence tax planning, cash flow, investment structures and long‑term strategy.

👉 Read the full summary: https://ap1.hubs.ly/y0RzVb0

This article is intended as an initial summary of announced Budget measures only, and we will continue to share further insights and updates over the coming weeks as more information becomes available and legislation progresses.

On 25 March 2025, Treasurer Jim Chalmers presented the Australian Federal Budget for 2025-26. Read the full summary.