SMSF - Susan O'Connor Accounting

11/11/2025

06/11/2025

❗️Here’s why it’s a costly mistake (and what many don’t realise):
When you’re buying property in your SMSF there’s one thing you must get right: the name on the contract.
It is actually surprisingly common that we see clients who have signed an offer and acceptance in their personal names instead of the correct legal name of the Trustee for the SMSF.

⚠️ Here’s why it matters:
• If the purchaser name isn’t the correct legal name of the Trustee of the SMSF you could trigger compliance headaches and audit issues.
• You may face double stamp duty when you try to correct the name later.

✅ What you should do:
• A contract should be prepared in the correct legal name of either: the individual trustees or the corporate trustee of the SMSF
• When purchasing property via a bare trust, the contract must name the correct entity

If you have complex issues, get in touch with us. We are expert SMSF accountants and advisers and we have helped many clients just like you. We take care of all of your SMSF needs in one place: SMSF set up, advice, accounting and tax.

Get in touch with us today for a confidential discussion.
Email [email protected]
Phone 0401217901



This is a summary of the information and is not comprehensive, this is general information only and I have not considered your personal objectives or circumstances. Please consult with a specialist and licensed financial adviser like us to discuss your specific scenario before acting on this information.

Accountants cannot advise on stamp duty or contracts you should seek advice from a lawyer or property conveyancer.

05/11/2025

❗️Don't miss this opportunity to learn how you can use your super to purchase property.

💡Not sure how an SMSF works?

💡Would you like to use your existing super with a loan to buy property?

Find out:

✔️ What you can and can't do in an SMSF
✔️ Latest property trends: suburbs & properties trending
✔️Borrowing money
- how much can you borrow
- can you use equity in other properties
- does your SMSF loan affect your personal borrowing
capacity
✔️Live Q&A: bring your burning 🔥 questions and we'll answer them

Last chance to register ❗️for Webinar on Wednesday 12th November at 12pm AWST

➡️Register at link in bio

Link here:
https://us06web.zoom.us/webinar/register/5017616335750/WN_35FMsAwZRhSiA6tiO0JPvg

31/10/2025

✨️ What we do ✨️
We’re an award-winning boutique CPA firm specialising in Self-Managed Super Funds (SMSFs).

💡What makes us different -

✔️We’re a dedicated SMSF accounting firm — meaning we focus solely on SMSFs. Because we don’t spread ourselves across every type of accounting work, your SMSF is a priority. It doesn’t get put off until “other tax work is done”.

What that means for YOU:

✔️1. We only do SMSFs — so we know them inside out. From setting up your fund to compliance, tax, strategy and ongoing support, we’ve got you covered without the distraction of unrelated accounting services.

✔️✔️2. I’m a self-licensed accountant which means I’m authorised to provide advice around SMSFs and superannuation. Most accountants can’t give this kind of advice. — IF accountants are licensed under someone else’s licence, they are constrained by their Licensee. With me – I can provide truely independent advice with your best interests in mind. I don’t provide investment advice so I don’t have a conflict of interest and can guide you through YOUR choice of investments. This is the best model for SMSFs!

✔️✔️✔️Add to that our small-team and personalised service: you’ll deal with people who care, remember your name, and understand your goals.

👋If you’re looking for clarity, control and confidence over your super, you’re in the right place.

🩷Get started: Email us today for a free phone appointment to assess whether an SMSF is suitable for you

🖥Email [email protected]
📞Phone 0401217901
🌏www.susanoconnoraccounting.com.au

📘My eBook is available to purchase on my website for $15.50 and is an excellent introduction to SMSF basics.



This is a summary of the information and is not comprehensive, this is general information only and I have not considered your personal objectives or circumstances. Please consult with a specialist and licensed financial adviser like us to discuss your specific scenario before acting on this information.