Investment Tax Return Services – Maitland NSW

Investment Tax Experts – Right Here in Maitland

At Bottrell Accountants, Tax Agents & Financial Planners, we assist Maitland investors with preparing and lodging accurate, compliant, and maximised investment tax returns.

Whether you’ve earned dividends, sold shares, traded crypto, or made capital gains from other investments — we ensure every part of your return is handled correctly.

We specialise in tax support for:

Share & ETF investors
Cryptocurrency traders & holders
Property investors & landlords
High net-worth individuals
First-time or part-time investors

Why Choose Bottrell for Investment Tax?

Local & Experienced Investment Tax Agents

Based at 93 Lawes Street, East Maitland – we know local investors.

Capital Gains Tax (CGT) Experts

We accurately calculate your gains, losses, carry-forwards and exemptions.

Crypto, Shares, Property, Managed Funds & More

We support traditional and modern asset classes.

ATO-Compliant & Audit-Ready Returns

We ensure all information is lodged accurately, backed by records.

Transparent Advice & Fixed Fees

You’ll know your costs and responsibilities upfront.

What’s Covered in an Investment Tax Return?

Your investment return may include:

Capital gains/losses on sale of shares, ETFs, crypto, or property
Dividend income (fully franked, unfranked, or foreign)
Income from managed funds or trusts
Rental property profits/losses
Crypto transactions, staking, airdrops or DeFi earnings
Carry-forward CGT losses
Tax offsets and franking credits
Asset holding period checks for CGT discounts

We review your full investor position, not just the numbers — to ensure accuracy, optimisation, and compliance.

Common Investment Tax Scenarios We Handle

Share trading vs investing — determining whether your activity is capital or revenue
Crypto asset reporting — full portfolio reconciliation
ATO data matching — reconciling your records with ATO datasets
Foreign investment income — including currency conversion & foreign tax offset
Trust distributions — correct tax treatment for fund & family trust income
Carrying forward prior year CGT losses
Recordkeeping advice — ensuring you’re audit-ready next year

What You’ll Need to Provide

To ensure we can complete your tax return in one visit, please bring:

Valid photo ID (e.g. Driver’s Licence, Passport)
Your MyGov-linked income statement or PAYG summary
Details of work-related deductions
- Uniforms, tools, travel, subscriptions, phone/internet
Private health insurance policy statement
Bank statements, dividend statements, or investment summaries
Rental property income & expenses (if applicable)
Crypto / share trading summaries
Last year’s tax return (if accessible)

Recent ATO Focus Areas (2024–2025)

Crypto: All buy/sell events must be reported — even if not cashed out
Share sale CGT: Cross-matched against brokers like CommSec, SelfWealth, etc.
Foreign tax credits: Only valid with correct documentation
Staking & DeFi: Now considered taxable income
CGT discount: 50% discount only available if asset held >12 months
Recordkeeping: The ATO is increasing audits for non-disclosure and missing cost bases

Investment Tax Return Services – Maitland NSW