Business Details
10 Years
experience
Trusted SMSF Accountants in Perth
Established in 2016, Susan O'Connor Accounting specialises in Self-Managed Superannuation Funds (SMSFs) with over 25 years of combined experience in accounting and financial services. Our team holds a Limited Australian Financial Services Licence (AFSL 484793), enabling us to provide tailored advice on SMSF setup, compliance, taxation, and administration. We prioritise personalised service, ensuring clients receive transparent, value-driven solutions without hidden fees or product-based commissions. Our expertise extends to assisting retirees, investors, small business owners, and fellow accountants, with a focus on simplifying complex superannuation regulations.We maintain professional indemnity insurance and adhere to strict compliance standards, ensuring reliability and trustworthiness in all client interactions. Our commitment to education is reflected in our free initial consultations and comprehensive resources, including a best-selling e-book on SMSF management. Clients benefit from our local Perth-based team, accessible via phone, email, or virtual meetings, and our network of trusted professionals for specialist referrals.
Services
SMSF Setup
Annual Administration
Compliance Advice
Taxation Services
Audit Arrangement
Property Investment Guidance
Loan Assistance
Insurance Referrals
Legal Referrals
Details
- Year established: 2016
Highlights and features
- We are licensed to provide SMSF advice with a Limited AFSL.
- Our fees are based on the work we do, not a percentage of your superannuation balance.
- We are independent and do not sell products or receive commissions.
- We offer personalised service with over 25 years of SMSF expertise.
- Based in Perth, we provide local accessibility and tailored guidance.
Associations and certifications
- CPA Australia
- Australian Financial Services Licensee (AFSL)
What people say
Phenomenal support
Knowledgeable and approachable
Smooth and efficient process
Went above and beyond
Trusted advisor
Services
SMSF Setup
We guide clients through establishing a Self-Managed Superannuation Fund (SMSF), including trustee structure selection, trust deed preparation, and regulatory applications. Our process ensures compliance with ATO requirements while offering tailored advice to align with individual financial goals. Clients receive transparent pricing and ongoing support for long-term fund success.
Annual Administration
Our annual administration services cover accounting, taxation, and compliance tasks for SMSFs. We manage reporting requirements, ensure adherence to evolving regulations, and provide clear documentation. This service simplifies ongoing obligations, allowing clients to focus on investment strategies without compliance stress.
Compliance Advice
We specialise in SMSF compliance, offering expert advice on ATO regulations, audit preparation, and corrective action plans. Our team addresses complex issues such as contraventions and rectification, ensuring funds remain compliant. Clients benefit from proactive strategies to mitigate risks and maintain regulatory standards.
Taxation Services
Our taxation services for SMSFs include annual tax return preparation, income tax advice, and strategic tax planning. We ensure accurate reporting while identifying opportunities to optimise tax outcomes. Clients receive detailed guidance on contributions, pensions, and deductible expenses to enhance fund performance.
Audit Arrangement
We coordinate annual SMSF audits by engaging qualified auditors and preparing necessary documentation. This service ensures timely compliance with ATO requirements while addressing potential issues proactively. Clients receive clear communication and support throughout the audit process for seamless outcomes.
People
Susan O'Connor
Principal Accountant & SMSF Specialist
With over 25 years of experience, Susan O'Connor is a CPA-qualified accountant and holder of a Limited AFSL. She founded her practice in 2016 after a successful career in SMSF advisory. Susan is a two-time winner of the Superannuation Specialist Accountant of the Year award and provides expert guidance to individuals and fellow professionals.
Questions
Can I rollover my existing super into an SMSF?
Yes, most retail or industry super funds allow rollovers into an SMSF. We can assist with the process.
Do I need two SMSFs if my partner and I have separate super accounts?
No, you can combine balances into one SMSF with up to six members, typically relatives.
How do I open a bank account for my SMSF?
We provide a certified trust deed and ABN to help establish a compliant SMSF bank account.
Can my employer contribute to my SMSF?
Yes, by completing a Standard Superannuation Choice Form and providing our compliance letter.
What if I can't visit your office?
We offer remote consultations via phone, email, Zoom, or postal services for your convenience.
Are there parking options for in-person meetings?
Yes, free street parking is available for up to one hour near our Perth office.
Reviews (6)
Ig Lunghilerr
Dec 18, 2021
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I can recommend you to Mrs. Sandra Billy , ever since I have been trading with her brokerage company I could be able to invest on binary/forex investment I deposited $1000 on my trade while Mrs. Sandra Billy handle my trade and trade while I watch my profit as it grows within 7 days I got a profit of $9,950 on my bitcoin wallet here is her contact below Contact now on Email: Sandrabilly500@gmail.com What's App +15128931587
Ucirc Hm Sth Eeh
Dec 07, 2021
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I highly recommend Mrs Kelly Robert to everyone looking for Forex and Bitcoin trader. Words can't describe the wonderful work you did on my trading account, I am delighted I trusted you and gave you a chance to help grow my $500 in to $7,000 in just a week, Kelly my family and I are forever indebted to you for the financial stability you brought to our home, I advice the entire public to invest with Mrs Kelly contact her via WhatsApp: + 1 (925) 414‑5596 Email: Kellyrobert11009@gmail.com
Kate Foreman
May 20, 2021
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I have recently asked Susan to look after my SMSF and after just a short amount of time I am extremely impressed with her knowledge and professionalism. It is obvious that Susan really cares about the outcome which shows in everything she does. Such a quality is rare these days and very much appreciated. It is great to know that the sometimes complicated "ball of wool" that is a SMSF is being unravelled and kept manageable by a caring, competent and efficient person. Thank you Susan !
Naty B. F. V.
Dec 15, 2019
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Thank you Susan OConnor Accounting for always being so efficient with your services. Not only are you approachable, you are also very knowledgeable. If you are looking for someone to manage your super, I highly recommend Susan OConnor Accounting.
Suki Sarcass
Sep 03, 2019
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Having Susie deal with out financial affairs is a great support to my husband and me. Susie is on the ball in her friendly and professional approach with her knowledge and efficiency which gives us peace of mind knowing we are well looked after. Thanks again Susie
Ali Watkins
Aug 22, 2019
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“I fully recommend anyone who is looking for support within there financial taxation needs to access Susan O'Connor Accounting. What you will find is quality help, a professional down to earth service, that others a high degree of knowledge, respect and efficiency. Thank You Susie, I am really appreciative of all the support you give".
