Newcastle Accountants | Maitland Accountants | Bottrell Offices located in Newcastle, Maitland. Your local Accountants, Tax Agents & Advisors in Newcastle & Maitland.

Self -Managed Super Funds

Bottrell SMSF (Self Managed Superannuation Funds)

Our Newcastle Self-Managed Super Funds accountants offer a range of services including accounting, tax,  advice, and  growth to small, medium, and large businesses as well as individuals in the Newcastle Region.

Newcastle Office – 45 Hunter St, Newcastle, NSW, 2300

Maitland Office – 93 Lawes ST, East Maitland, NSW, 2323

Contact us 0249336888

Financial Planning & Super

Sepcialised services for Self Managed Super Funds

Our team of knowledgeable expert accountants, financial advisors, and tax agents can guide you through every stage to guarantee that your business is well-positioned for success from the very beginning.

Our Professional Services:-

* SMSF Accounting (Qualified Accountants)

* SMSF Taxation – Preparation & Lodgement

* SMSF Audit (Annual Compliance) – Registered Auditors

* SMSF Admin

* Registered Tax Agents

Accounting

Recording, organizing, and analyzing financial transactions to produce accurate financial statements.

Taxation

Calculation and payment of taxes owed to government authorities based on income, profits, or other taxable activities.

Auditing Services

Performing internal or external audits to assess the accuracy and reliability of financial statements

Bookkeeping

Get organized and stay on top of your finances with Bottrell Accounting's trusted bookkeeping services.

Self-Managed Superannuation Fund (SMSF) Setup and Structuring

Manage your retirement savings with a Self-Managed Superannuation Fund (SMSF), giving you control over your investments and tax strategies. SMSFs for Business Owners offer unique opportunities to invest in commercial properties, providing tax-efficient wealth-building strategies while managing retirement savings. Our Comprehensive SMSF Setup Services cover all aspects, including structuring, legal documentation, and registration, ensuring a smooth setup tailored to your needs. We offer expert guidance on choosing between a Corporate Trustee vs Individual Trustee structure to ensure your SMSF is managed with flexibility and compliance.

We provide complete SMSF Setup and Structuring support, ensuring that trustees have the appropriate setup for efficient management and long-term growth. Let our experts guide you through the process of Establishing a Self-Managed Super Fund, ensuring all regulatory and legal requirements are met for a successful fund setup. Ensure legal and financial compliance with our SMSF Trust Deed and Trustee Appointment service, where we draft and manage the documentation and appointment process.

SMSF Property Investment Options

Grow your wealth through Commercial Property Purchase in SMSF, enabling business owners to invest in their own business premises or other commercial assets within their SMSF. Diversify your retirement portfolio with Residential Property Purchases in SMSF, offering tax benefits and potential growth through property investment. Maximize your SMSF’s potential by setting up your fund specifically for Property Investment and Shares, giving you greater flexibility in managing investments. We offer specialized advice on Limited Recourse Borrowing Arrangements (LRBA), allowing your SMSF to borrow funds for property investments while protecting other assets.

SMSF Accounting, Taxation and Compliance

Our SMSF Accounting & Taxation service ensures accurate financial reporting and effective tax management, helping you stay compliant while optimizing tax outcomes. Ensure your fund meets all legal requirements with our SMSF Compliance and Regulatory Setup, offering guidance on adhering to ATO rules and regulations. We handle the entire SMSF Setup process, including ATO registration and ABN application, ensuring your fund is ready to operate and compliant with tax obligations. We provide comprehensive support to ensure Legal Compliance in all stages of SMSF setup and ongoing management, protecting your fund from regulatory risks. Our SMSF Setup with Tax-Effective Strategies ensures your fund is structured to minimize tax liabilities and maximize retirement savings. Consolidate your superannuation into a self-managed fund with our SMSF Establishment with Rollover and Super Transfers service, making the transition seamless and efficient.

SMSF Auditing and Review

Ensure your fund complies with ATO regulations through our thorough SMSF Audit service, providing a detailed review of your fund’s financial activities. Our SMSF Annual External Audit service guarantees compliance with all ATO audit requirements, offering an independent review of your SMSF’s performance and transactions. Regular SMSF Reviews help trustees stay informed on the performance and compliance of their fund, ensuring long-term financial security and alignment with personal investment goals.

Ongoing SMSF Administration and Advice

Our team of experts provides strategic Financial Planning and Investment Advice to help you grow and manage your SMSF portfolio effectively. From initial setup to day-to-day management, our Advice on SMSF Setup and Ongoing Administration service ensures you make informed decisions for your retirement fund.

Why Bottrell Self-Managed Super Funds Accountants

Bottrell Newcastle Self Managed Super Funds is the ideal choice for you in Newcastle due to our extensive experience and expertise in providing professional accounting services. We understand the unique challenges that businesses face and are committed to delivering high-quality financial advice tailored to your specific needs.

With our up-to-date knowledge of industry regulations and dedication to accuracy, you can trust us to handle your financial needs with professionalism and ensure that your business thrives.

Our SMSF appointments are:-

* In Person

* Online (Zoom/Teams)

* Mobile Tax Services

* Onsite Services

Bottrell your local Accountants, Tax Agents & Financial Planners.

Bottrell Accountants | Newcastle Accounting Firm | Maitland Accountants

How can Self-Managed Super Funds Accountants help you?

Our experienced team offers a range of valuable services to empower and guide your new business in Newcastle on the path to success. From capital sourcing and strategic planning to branding, marketing, and customer acquisition, we provide a holistic approach to support every aspect of your business.

Let us assist you in navigating the challenges and maximising opportunities specific to your local market, ensuring a strong foundation for sustainable growth and profitability.

Helpful Articles on SMSF Investment, Accounting, Tax & Audit:-

* What is a SMSF?

* Navigating SMSF Tax: Exert Guide

* SMSF Property 

* SMSF Administration

* SMSF Setup, Establishment & Formation

* SMSF Auditors

 

Bottrell Accountants | Newcastle Accounting Firm | Maitland Accountants

Award Winning Newcastle Accounting Firm

We are a trusted and experienced team of accounting and financial professionals dedicated to helping both individuals and businesses thrive. With our comprehensive range of services, including tax planning, bookkeeping, wealth management, and financial planning, we provide tailored solutions that align with your unique goals and objectives.

Our commitment to expertise, integrity, and personalized service ensures that you can confidently rely on Bottrell Accounting and Financial Planners for all your financial needs. Let us empower you to make sound financial decisions and achieve financial success.

Newcastle Chartered Accountants

What is a Chartered Accountant and what makes them different?

As chartered accountants, we are dedicated to providing professional and reliable financial services to individuals and businesses. With our expertise in accounting, taxation, and financial planning, we strive to help our clients achieve their financial goals and navigate complex financial challenges.

We are easily accessible by car, with parking available. Our team of experienced professionals is dedicated to helping businesses, families, and individuals in the Newcastle and Hunter region reach their full potential and achieve financial success.

At Bottrell Business Consultants, we offer a wide range of services, including accounting, tax, business coaching, financial planning, and marketing. Please contact us at 02 4027 5782 or by email at office@bottrellaccounting.com.au to schedule a consultation and learn how we can help you. 

Our office is open Monday to Friday, 8:00 am to 5:30 pm (AEST).

Saturday by Appointment – 9am to 2pm.

Offices Located at Newcastle, Maitland, Gosford & Gold Coast.

 

Contact Us

Contact us at @ Newcastle & Maitland Accountants