General Advice Only
The information contained in this website is general advice only. It is not designed for the purpose of providing personal financial or investment advice. The information provided on this website does not take into account your particular investment objectives, financial situation or investment needs.
You should assess whether the information on this website is appropriate to your particular investment objectives, financial situation and investment needs and where appropriate, seek professional advice from a licensed financial adviser.
Susan O’Connor Accounting (‘we, us, our’) are not liable to any person or others for any loss resulting in connection with the use of this website, or use of a third party linked website. We do not make any representation as to the accuracy of the information or any other aspects contained in this or any third party linked website, nor warrant that this or any third party linked website is free of viruses, and will not accept any responsibility.
Under no circumstances will we be liable for any losses, damages or expenses whatsoever which result from any use or access of, or any inability to use or access, the website.
Use of this website is entirely at your own risk.
This website is only intended to be relevant for persons residing in Australia.
Following links to any other websites or pages is entirely at your own risk and Susan O’Connor Accounting shall not be responsible or liable for any losses, damages or expenses arising in connection with following such links.
The material on this Website is protected by Australian Copyright Legislation and in copyright legislation in other countries. You may view this website and its contents using a web browser. You may make copies of portions of this website solely for your own information, research or study provided that you do not modify the copy from how it appears on the website and include the copyright notice on the copy that you make. Save for the foregoing, you must not reproduce, frame (by whatever means), link to or otherwise use any of the material on the site without first obtaining the written permission of Susan O’Connor Accounting or, in the case of third party material, from the owner of the copyright in that material.
Our Privacy Statement
We collect personal information for the following purposes:
- to provide accounting and other related services to our clients;
- to provide financial product advice and dealing services in relation to superannuation products, and to advise only in relation to certain classes of products;
- to provide our clients with information about our services;
- to comply with our legal obligations; and
- to help us conduct, manage and enhance our business.
We base our advice on the personal information you provide us. It is important that our advice is based on complete and accurate information. If you do not provide us with full and accurate information, this can affect the advice we are able to provide to you.
We may use or disclose the personal information we collect for the purposes set out above. We may disclose your personal information to:
- third parties who we engage to do work on our behalf;
- consultants we engage, such as our lawyers, and other advisors;
- organisations involved in a transfer or sale of all or part of our assets or business (including accounts and trade receivables);
- organisations involved in managing our funding functions;
- an investigator or recovery agent;
- regulatory authorities, if required by law; and
- anyone else to whom you authorise us to disclose it.
We are also required under the Anti-Money-Laundering and Counter-Terrorism Financing Act (AML/CTF) 2006 to implement client identification processes. We will need you to present identification documents such as passports and driver’s licences in order to meet our obligations.
We may from time to time, provide you with information that we believe may be of interest to you, by way of, but not limited to, emails or post. If you do not wish to receive these types of information from us, please contact us as soon as possible so that we can action your request.
Storage and Security of Personal Information
We keep your personal information in client files maintained physically and electronically. These files are accessible to authorised personal and are appropriately secured and subject to confidentiality.
Correction of Personal Information
We will take all reasonable steps to ensure that your information is correct, however if you become aware of any errors, please let us know as soon as possible so that we can correct your personal information.
Access to your personal information
You have a right to access your personal information, subject to certain exceptions allowed by law. We ask that you provide your request to us in writing and we will provide access to your personal information in the following ways:
- Providing you with copies
- Providing you with the opportunity for inspection
- Providing you with a summary
If charges are applicable for providing your information, we will disclose the charges to you before providing you with access.
If we refuse your request for access to your personal information for any reason, we will provide you with written reasons for doing so.
Links to Third Party Websites
Our website utlilises cookies. Cookies allow us to identify your browser whilst you are using our website to provide us with information for e.g. marketing purposes – they do not identify you. If you do not wish to allow cookies you can change your browser settings.
Dispute Resolution Guidelines
If you have a complaint about any of the financial services provided to you, you should first contact your Susan O’Connor Accounting representative who provided the service to you to discuss your complaint.
If the complaint is not satisfactorily resolved by your Financial Advisor within five (5) business days of making the complaint, you should contact the Complaints Manager via the contact details at the start of the FSG. We will try and resolve your complaint quickly, fairly and within the prescribed timeframes.
When your complaint is received by us it will be entered into our complaints database. All details of the complaint will be sent to our Complaints Manager who will investigate the circumstances of the complaint.
If your complaint cannot be resolved by us to your satisfaction or within 45 days, you can lodge a complaint with the Australian Financial Complaints Authority, or AFCA which is an external complaints service, of which we are a member.
Australian Financial Complaints Authority Limited
GPO Box 3 Melbourne,
Tollfree: 1800 931 678
You can also make a complaint to the Australian Securities and Investments Commission (ASIC) at any time by contacting their information line on 1300 300 630. There is no charge to you for accessing the services offered by the above organisations.
Please contact our Privacy Officer if you have a complaint about your privacy:
Susan O’Connor Accounting
PO Box 8370 Angelo Street
South Perth WA 6151
We will make every attempt to resolve your complaint promptly and professionally within 7 days.
If you are not satisfied with the outcome of your complaint, you can contact the The Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au
What our customers say
“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.”
“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.”
“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.”
“Thanks to Susan O’Connor our concerns for Compliance And Record Keeping are met in a professional and caring manner.”
Frequently asked questions
Liability limited by a scheme approved under Professional Standards Legislation
Susan O’Connor is an Australian Financial Services Licensee (Limited AFSL 484793)
Susan O’Connor Accounting is a CPA Public Practice