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
Lee-Anne EvansPrincipal at Lee-Anne P Evans Accounting - Alexander Heights WA
I have known Susan professionally for 15 years. I asked Susan to assist me by preparing accounts and tax returns for my SMSF clients. I have been so pleased with her efficiency and knowledge of SMSFs that I have now transferred all my 20 SMSF clients to her. She takes care of all my clients’ SMSFs and I continue to provide individual and small business taxation services. The arrangement has worked really well for me as I can now focus on my core business knowing that all SMSF work is being expertly taken care of by Susan. I am so confident in her services that she now looks after my own SMSF and my mum’s and my sister’s! I would highly recommend Susan to anyone looking for an approachable accountant who is knowledgeable in SMSF accounting and administration. I am happy to talk to anyone about the services Susan provides.
Rebecca WDPerth WA
Susan is my elderly Mum’s accountant. She kindly visits Mum at home now as Mum is not too mobile. Susan is efficient, reliable, pleasant to deal with and gets the job done. I would highly recommend her service.
Tony & SoniaCoogee WA
Thanks to Susan O’Connor our concerns for Compliance And Record Keeping are met in a professional and caring manner.
G Van Der MerweFalcon WA
Susan you are great!!! Many thanks for always being patient with me, to get all the paper work to you, and a job well done in time, from your side.
I couldn’t say enough to show how happy I am with your service. I had a few bad experiences with accountants. My situation was complicated and I was finding it hard to locate an experienced, down to earth and honest accountant. Then I found Susan, having all the skills I was looking for and more, Susan is kind, honest, respectful and is driven to give 101% best practice. I highly recommend Susan, I now look forward to addressing financial matters as she really makes it all easy.
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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.
My wife and I have separate retail superannuation funds which we want to rollover into an SMSF – will we need two SMSFs?
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.