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

Self-Managed Super Fund (SMSF) Accountants – Newcastle, NSW

Local – SMSF Accountants You Can Trust

Managing a Self-Managed Super Fund (SMSF) takes more than just ticking ATO boxes. It takes strategy, accuracy, and year-round support.
 
At Bottrell Accountants Newcastle, we’re SMSF specialists — helping trustees stay compliant, minimise tax, and build a stronger retirement fund.
 
📌 Whether you’re just starting your SMSF, or already have one with complex assets — we can help with tax, reporting, audit prep, and admin.
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Investment Types We Support

Our Newcastle SMSF team works with all asset classes:
  • ASX-listed shares & ETFs
  • Cryptocurrency (CoinSpot, Binance, hardware wallets)
  • Residential & commercial property
  • Term deposits & cash
  • Managed funds & wrap platforms
  • Collectables (subject to ATO guidelines)
  • Limited Recourse Borrowing Arrangements (LRBAs)
We ensure correct valuation, allocation and ATO-compliant reporting for every asset in your fund.

Who We Help

✔️ SMSF trustees (first-time or experienced)
✔️ Individuals nearing or in retirement
✔️ Investors wanting control over super
✔️ Trustees with complex or multiple assets
✔️ SMSFs using external planners or DIY investing
✔️ Funds needing catch-up lodgements or audit support

Why Choose Bottrell as Your SMSF Accountant?

✔ Chartered Accountants, CPAs & Registered Tax Agents
✔ Based locally in Newcastle NSW – face-to-face or virtual support
✔ 20+ years of SMSF and retirement planning experience
✔ Fixed-fee SMSF service options available
✔ Cloud-based document handling & admin
✔ We work with or without your financial adviser
✔ Trusted by hundreds of SMSF trustees in the Hunter
 
📌 You’ll never feel like “just a number” — we tailor everything to your fund, your goals, and your stage of life.

SMSF Compliance Made Simple

  • Every SMSF must meet strict requirements under the SIS Act and ATO obligations. We help ensure:
     
    • Accurate financial statements
    • Investment strategy reviewed annually
    • Minutes of trustee decisions
    • Member contribution limits are followed
    • Pension payments are properly recorded
    • Auditor independence is maintained
    📌 We keep you fully informed — so you stay in control and out of trouble.

Newcastle Office
– Visit Us

Bottrell Accountants – Newcastle Office:

  • Office: 45 Hunter St, Newcastle, NSW 2300
  • Phone: (02) 4003 4808
  • Email: newcastle@bottrellaccounting.com.au
  • Hours: Monday–Friday 7:30am–5:30pm | Saturday 9am–2pm
  • 🔗 Visit Our Newcastle Office Page
 

Where To Find Us

Testimonials

Related Services (Internal Links)

Related Links

  • SMSF Accounting Newcastle
  • SMSF Tax Returns Newcastle
  • SMSF Setup Newcastle
  • SMSF Auditor Newcastle
  • Capital Gains Tax Newcastle

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📅 Work With Newcastle’s SMSF Experts
Get the right support for your SMSF — with clear advice, full compliance, and responsive service.

Web Dev & SEO Notes

✅ URL: /self-managed-superannuation-fund-accountants-newcastle-nsw/
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Business: Bottrell Accountants, Tax Agents & SMSF Specialists
Address: 45 Hunter Street, Newcastle NSW 2300
Phone: (02) 4003 4808
Email: newcastle@bottrellaccounting.com.au