Investment Tax
Expert Investment Tax Services
Welcome to Bottrell Accountants & Tax Agents provide expert Tax Advice to Individuals, families & business owners.
Understanding the tax implications of investments is crucial for maximising returns and minimising tax liabilities. Bottrell Business Consultants provides specialised investment tax services tailored to clients in both Newcastle and Maitland. Our experienced team offers expert guidance on investment taxation, helping clients navigate complex tax regulations and optimize their investment strategies.
Our Investment Tax Services:
- Newcastle Accountants & Advisors: 45 Hunter Street, Newcastle.
- Maitland Accountants & Advisors: 93 Lawes St, East Maitland.
Our Newcastle Property Tax Services:-
- Capital Gains Tax (CGT) on Property Sale
- Investment Property Advice
- Negative Gearing Advice
- Rental Property Tax Returns
- Pre-Purchase Advice of a Rental Property
- Pre-Sale Advice of a Rental Property
- Superannuation Advice on Sale of Property
- Property downsizing advice on retirement






Our Investment Tax Services
Tax Planning for Investments
We offer personalized tax planning strategies to optimize investment returns and minimize tax liabilities. Our experts analyze investment portfolios, assess tax implications, and develop tax-efficient strategies to enhance after-tax returns.
Capital Gains Tax
We provide comprehensive CGT management services to investors, helping them minimize CGT liabilities when buying, selling, or transferring investments. Our experts analyze CGT implications, explore available concessions, and develop strategies to optimize after-tax returns on investment transactions.
Dividend and Interest
We assist clients in understanding the tax treatment of dividend and interest income from investments. Our team helps clients maximize tax advantages associated with dividend imputation credits, franking credits, and concessional tax rates on interest income.
Taxation of Investment Vehicles
We provide guidance on the taxation of various investment vehicles, including shares, property, managed funds, and alternative investments. Our experts help clients understand the tax implications of different investment structures and strategies.

Our Taxation Services
Our tax professionals work diligently to identify all eligible deductions and credits, ensuring individuals receive the maximum refund possible. We ensure that individuals comply with all relevant tax laws and regulations, minimizing the risk of penalties or audits. Our personalized tax planning strategies help individuals optimize their tax position and achieve their financial goals. With our expertise and attention to detail, individuals can have peace of mind knowing their tax affairs are in capable hands.
Our comprehensive range of Taxation services includes:
- Business Accounting & Taxation
- Rental Property Tax Returns – Preparation & Lodgement.\
- Personal Income Tax Preparation and Lodgement
- Corporate Tax Planning and Compliance
- GST Advice and Reporting
- Capital Gains Tax (CGT) Management
- Fringe Benefits Tax (FBT) Assessment
- Taxation Audit Support and Representation
- SMSF Tax Agents
Google Reviews – Bottrell Accountants & Tax Agents
Bottrell Investment Accountants Main Website – www.bottrellaccounting.com.au
Why our Investment Accountants?
Our team of experts has extensive experience and professional qualifications in the accounting & finance industry and is committed to helping our clients achieve their business and personal goals. We understand that the business landscape is constantly evolving and we work to ensure that our clients stay current and aren’t left behind. We are fortunate to have a highly skilled team, and as a result, the business & team has been awarded business & professional awards over the past 12 years.
Qualified Accountants – Bottrell Newcastle & Maitland have two divisions that provide advice to to Investors in Newcastle & Hunter Region:-
- Bottrell Business Accountants (www.bottrellaccounting.com.au)
- Bottrell Wealth & Financial Planning (www.bottrellwealth.com.au
12+ Years Experience
With over a decade of experience, trust Bottrell Accountants & Financial Advisors for seasoned financial expertise.
Award Winning
Benefit from the knowledge and expertise of our certified accountants, who excel in their respective fields.
Certified Accountants
Our team of certified accountants, with over a decade of experience, brings a deep understanding of East Maitland's business landscape.
Specialist Services
Explore our specialized tax services, covering everything from individual income tax to corporate tax planning.

Newcastle Investment Tax Services
Understanding the tax implications of investments is essential for maximizing returns and minimizing tax liabilities for investors in Newcastle. Bottrell Business Consultants offers specialized investment tax services tailored to clients in Newcastle. Our experienced team provides expert guidance on investment taxation, helping clients navigate complex tax regulations and optimise their investment strategies for optimal financial outcomes.
Newcastle Investment Tax Accountants & Advisors:
- Office: 45 Hunter St, Newcastle, NSW, 2300
- Phone: 0240034808
- Newcastle Page for more Information.
Maitland Investment Tax Services
Understanding the tax implications of investments is crucial for investors in Maitland to optimize returns and manage tax liabilities effectively. Bottrell Business Consultants offers specialised investment tax services tailored to clients in Maitland. Our experienced team provides expert guidance on investment taxation, helping clients navigate complex tax regulations and make informed investment decisions for optimal financial outcomes in Maitland.
Maitland Investment Accountants & Advisors:
- Office: 93 Lawes St, East Maitland, NSW, 2323
- Phone: 0249336888
- Maitland Page for more Information.
Google Business Pages – Bottrell Accountants & Tax Agents
Bottrell your local Accountants – www.bottrellaccounting.com.au
See Bottrell Accounting – Business Resources Links

Accounting Services
