Susan O’Connor SMSF Accountants
About the Business
Welcome to Susan O'Connor SMSF Accountants, located at Belmont, Great Eastern Highway, 277 in Australia. As a renowned accounting institution, we specialize in Self Managed Superannuation Funds (SMSFs) and have been serving clients for over 25 years. Our dedication to excellence has earned us the prestigious title of Two-time Australian Accounting Award Winner – Superannuation Specialist Accountant of the Year in both 2021 and 2022.
At Susan O'Connor SMSF Accountants, we understand the importance of your superannuation as a valuable asset. That's why we are committed to providing a professional and personalized service to all our clients. With our extensive experience and Limited AFS License, we are equipped to offer expert advice in the area of SMSFs.
Our streamlined and hassle-free process allows you to set up your own SMSF, giving you complete control over where your superannuation is invested. From the initial set up to thriving, we will be with you every step of the way. Our comprehensive services include annual administration, accounting, taxation, and compliance work, ensuring that every aspect of your SMSF is taken care of.
To further support your SMSF journey, we have established a network of professionals who can provide specialist advice on legal documentation, property, loans, and insurance. Additionally, an Independent Registered SMSF Auditor is available on-site for your convenience.
Our diverse clientele includes retirees seeking greater control over their superannuation and the benefits of a tax-exempt income stream. We also cater to ethical investors and young professionals interested in salary sacrifice or making contributions to their SMSF with the ability to claim a tax deduction. Property investment within an SMSF has become increasingly popular, and many of our clients are taking advantage of this opportunity. We also work closely with small business owners who wish to purchase their business premises within their SMSF. Furthermore, we collaborate with other professional accountants to provide SMSF services to their clients.
At Susan O'Connor SMSF Accountants, we greatly appreciate referrals. If you have been satisfied with our service, we kindly ask you to recommend us to your family and friends. Let us know if you have referred a new client to us, as we would like to express our gratitude with a special gift.
To ensure convenience for our clients, we offer various appointment options. If you are unable to visit us in person, we can accommodate you via email, post, or telephone. We may also be able to arrange appointments outside of business hours, or if you are in the Perth metro area, we can visit you at your residence.
If you are interested in exploring the benefits of SMSFs, we welcome you to schedule an obligation-free initial consultation. This appointment will provide you with 30 minutes of expert guidance and advice.
Frequently Asked Questions:
- Can I rollover my superannuation balance from a retail or industry super fund into an SMSF? Yes, most funds allow rollovers into an SMSF.
- Can my partner and I both rollover our balances into the same SMSF? Yes, you can have 1-6 members in an SMSF, who can be relatives.
- Can I make contributions to my SMSF? Yes, there are limits on the amounts you can contribute depending on your age. In some cases, personal contributions may also be tax deductible.
Choose Susan O'Connor SMSF Accountants for all your SMSF needs. Let us handle the complexities while you focus on what matters most to you. Contact us today to get started on your SMSF journey.
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Location & Phone number
277 Great Eastern Highway, Belmont WA 6104, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We must have been the must frustrating clients with continual road blocks to setting up our SMSF and then Rolling Over to it, but Susan and her team were always ready to assist and nothing seemed to hard for them, despite the dilemmas they held our hand through the whole process and we wouldn't have been able to do this without them."
"Very helpful and very thorough. Susan has a wealth of knowledge and works hard to get the desired results."
"We had very complex compliance /SMSF ATO regulation issues and Susan came to the resuce. I approached a few other Tax agents before Susan and after our first call/consultation Susan had a detailed action plan mapped out from start to finish. Susan worked effortlessly to address all our SMSF problems and went above and beyond to achieve all action items. Susan is the best SMSF professional and we can't recommend her enough. Thanks for all your hard work and efforts, Susan. Brian and Sharon."
"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 !"
"“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"."
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