- Address: 75 Edward Street, Perth WA 6000
- Postal Address: PO Box 8286 Angelo Street, South Perth WA 6151
- ABN: 76 104 415 829
Two-time Australian Accounting Award Winner – Superannuation Specialist Accountant of the Year 2021 & 2022, Susan O’Connor has written this comprehensive e-book guide to help you establish your own SMSF (Self Managed Super Fund) from the initial set up to thriving. Get your copy now!
We are SMSF Accountants in Perth with over 25 years experience and hold a Limited AFS License to provide advice in the area of SMSFs. We are committed to providing a professional and personalised service to all our clients. You can trust us to treat you with integrity and courtesy. We understand that your superannuation is an important asset and we will be with you every step of the way. We specialise in Self Managed Superannuation Funds (SMSFs). Every aspect of your SMSF is taken care of, leaving you to focus on what matters most to you.
Our SMSF Accountants provide a streamlined and hassle free process to help you set up a Self Managed Superannuation Fund (SMSF), giving you control over where your superannuation is invested. We take care of the annual administration, accounting, taxation and compliance work and have a network of professionals we can refer you to for specialist advice on legal documentation, property, loans and insurance. An Independent Registered SMSF Auditor is also available on site for your convenience.
We are just the right size to provide you with a personalised service with the right amount of resources, experience and knowledge. We are also licensed to provide advice in the area of SMSFs. Our fees are based on the work we do, not a percentage of your superannuation balance. We do not believe in fixed prices as we believe you should always get value for money. With a fixed price model the smaller uncomplicated funds invariably subsidise the larger more complicated funds. We are totally independent. We are service based, we do not sell any products and we do not receive any commissions or fees from referrals. This means we can provide independent and unbiased advice that is always in your best interests. We are SMSF Accountants based in Perth (WA) and if you have any questions or concerns we are only a phone call away.
Our clients include retirees who want greater control over their superannuation and the benefits of a tax exempt income stream. Our clients also include ethical investors and young professionals who are interested in the benefits of salary sacrifice or the ability to make contributions to their SMSF and claim a tax deduction. Buying property in an SMSF has become popular and many of our clients are now investing in property and some are financing the purchase through borrowings in their SMSF. We also work with small business owners who want to buy their business premises in their SMSF. Additionally we also work with other professional accountants to provide SMSF services to their clients.
Our first appointment is no obligation and no cost. You must receive advice before a Licensed Accountant can set up an SMSF for you. Our advice is presented in an easy to understand Statement of Advice (SOA). The cost of setting up a new SMSF includes a Trust Deed and application for regulation, ABN and TFN, and is also inclusive of the application fees payable to ASIC. Please contact us today for a quote for the set up fees including personalised SOA. Fees for the annual administration, accounting, taxation and compliance services will vary depending on the number of transactions and the complexity of the fund. We can provide a quote and a fee schedule during the initial appointment.
We can advise you on whether an SMSF is appropriate for you. We assist you to decide on the Trustee structure. We take care of everything else including organising a Trust Deed from a specialised legal firm, applying for an ABN and TFN and applying for your fund to be regulated.
We always appreciate referrals. If you have been happy with our service please recommend us to your family and friends. Please let us know if you have referred a new client to us. If they engage us as their SMSF accountant we would like to organise a gift for you.
WHAT OUR CUSTOMERS SAY
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FREQUENTLY ASKED QUESTIONS
A: If you can’t come to an appointment we can accommodate you by email, by post or over the telephone. We may also be able to offer an appointment outside business hours or if you are in the Perth metro area we may be able to visit you at your residence.
A: Yes, there is free street parking for up to an hour.
A: You are most welcome to make an appointment for an obligation free initial consultation. This appointment is for 30 minutes.
A: Yes, most retail or industry super funds will allow rollovers into an SMSF.
A: No you can both rollover your balances into the one SMSF. There are rules for members/trustees of an SMSF but generally you can have 1-6 members who can be relatives.
A: Yes, however there are limits on the amounts you can contribute depending on your age. In some instances your personal contributions may also be tax deductible.