Perrett  Associates 
Our Services

Perrett and Associates Pty Ltd has a proud history within the region of South Gippsland and our firm has been operating for more than 50 years.  Currently there are 9 members of our team.

We are a firm that offers our clients a complete service and are seen by our existing clients as their Business Strategists, we view compliance (i.e. Tax Returns and Business/Instalment Activity Statements) as an important but only small part of our package as we are very proactive in managing and coaching our business clients through the following areas:

  • Monitoring monthly cashflows
  • Bookkeeping service
  • Taxation planning
  • Auditing
  • Benchmarking
  • Budgeting
  • Tax minimisation
  • Setting up and compliance of Self Managed Superannuation Funds
  • Valuation of Business’ Business Plans
  • Assistance with refinancing / new opportunities
  • Succession planning
  • Business development
  • Reviewing business structures/ tax effectiveness

Through our association with Prom Country Financial Planning we are also able to refer our clients to Rory MacKenzie – Authorised Representative of Apogee Financial Planning to help and advise our clients within the following areas:

  • General Financial Planning
  • Superannuation
  • Personal Insurance – Life, Income Protection, Trauma, TPD
  • Business Insurance – Key Person, Business Expense
  • Gearing Strategies
  • Retirement Planning

Our individual clients also find comfort in knowing we provide them with packages which suit their needs, from simply completing their Income Tax Returns to more comprehensive support in:

Self-Managed Superannuation Funds

  • Investments
  • Correct Structuring

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