- 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!
SMSF Specialists With Over 25 Years Experience
We are Perth-based SMSF accountants specialising exclusively in Self Managed Superannuation Funds.
With over 25 years of experience and a Limited AFSL, we provide advice and ongoing support across every stage of an SMSF, from setup through to complex problem-solving.
Many of our clients come to us when their SMSF feels overwhelming, unclear, or has fallen behind.
Our role is simple:
to bring clarity, fix issues, and guide you forward with confidence.
Your super is one of your most important assets. We make sure it’s handled properly.
SMSF Services Perth | Practical Support at Every Stage
We provide end-to-end SMSF services designed to keep your fund compliant, structured correctly and running efficiently.
Our services include:
- SMSF setup and structuring (with licensed advice)
- Annual administration, accounting and tax returns
- SMSF compliance and regulatory support
- Coordination of independent SMSF audits
- Assistance with complex SMSF issues and restructures
Whether you’re starting an SMSF or need help managing an existing one, we ensure everything is handled correctly, so you don’t have to.
Behind on Your SMSF? We Can Catch You Up!
If your SMSF feels like it’s gotten out of control, you’re not alone.
Most clients come to us when something has gone wrong:
- Overdue tax returns
- Compliance issues
- Problems with previous accountants
- Years of catch-up work
- SMSFs that feel disorganised or unclear
The good news?
We specialise in identifying the issues, putting a clear plan in place, and getting your SMSF back on track.
Get It Right From Day One
Setting up an SMSF is a significant decision and getting it right at the start is critical.
As licensed SMSF advisers, we provide formal advice before setup, ensuring the structure is appropriate for your situation and long-term goals.
We guide you through:
- Whether an SMSF is right for you
- Trustee structure decisions
- Your responsibilities as a trustee
- Full establishment of the fund
Many of the problems we fix later come from poor setup decisions.
The right advice upfront makes all the difference.
Clear Advice. Personalised Service. Proven Experience.
Choosing the right SMSF accountant matters, particularly when compliance and significant assets are involved.
Clients choose us because:
- We specialise exclusively in SMSFs
- We are licensed to provide SMSF advice (Limited AFSL)
- We handle complex situations, not just basic compliance
- We provide a personalised service
- We are independent (no commissions or referral fees, no product sales)
We work with clients who value expertise, clarity and doing things properly.
Who We Work With
We work with clients who want more than just basic compliance; they want clarity, control and confidence.
This includes:
- Individuals looking to take control of their super
- Clients who have fallen behind and need help getting back on track
- Property investors using SMSFs
- Small business owners structuring their SMSF effectively
- Clients seeking a second opinion after poor advice
- Accountants with a small SMSF client base looking for a personalised SMSF solution
Many of our clients come to us feeling overwhelmed. They stay because we simplify everything.
A Professional Service Tailored to Your Needs
We offer an initial phone consultation to assess whether an SMSF is right for you.
Our focus is on providing high-quality, tailored advice and ongoing support.
Fees vary depending on:
- Complexity of your SMSF
- Level of advice required
- Scope of work involved
We provide clear, upfront pricing once we understand your situation.
If you value experience, clarity and getting things done properly, we’re the right fit.
Use the contact form or email susan@susanoconnoraccounting.com.au to book a phone consultation or request a quote.
Many of our clients come to us through referrals.
If you know someone who needs help with their SMSF, we’re always happy to have a conversation and see if we can assist.
WHAT OUR CUSTOMERS SAY
Contact Us Today
FREQUENTLY ASKED QUESTIONS
A: If you can’t come to an appointment we can accommodate you by email, Zoom, 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.
CLIENTS
A: If you are our client, your Electronic Service Address (ESA) is ‘SuperMate’. It is case sensitive.
A: Members in an SMSF do not have member numbers. If a form requires a member number, we generally instruct members to use an arbitrary number such as 00001.
A: To open a bank account for your SMSF, the bank will need to see a signed copy of the Fund’s Trust Deed. Often they will need to see a certified copy, which we can provide for you. You will also need the Fund’s ABN.
A: If you have a corporate trustee, the name of the account should be formatted as follows:
‘CORPORATE TRUSTEE NAME Pty Ltd (ACN: XXX XXX XXX) As Trustee For FUND NAME Superannuation Fund’.
If you have individual trustees, the name of the account should be formatted as follows:
‘INDIVIDUAL TRUSTEE NAME 1 and INDIVIDUAL TRUSTEE NAME 2 As Trustees For FUND NAME Superannuation Fund’.
A: You can open whichever type of bank account you would like to. Most banks offer a specific SMSF account, but you can choose whichever product you prefer.
A: You will need to fill out the Standard Superannuation Choice Form NAT13080 to nominate your SMSF and provide this to your employer. You will also generally need a Letter of Compliance for the SMSF. We provide this to all our clients free of charge if the Fund is compliant. Please contact us if you require a Letter of Compliance.
A: If you are our client, we advise you of your minimum pension amount in our annual letter. We will also email you to re-confirm this amount before the end of the financial year.