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SMSF Accountants, Auditors & Tax Agents – East Maitland Accountants

Bottrell Accountants | Newcastle Accounting Firm | Maitland Accountants

Located in East Maitland (93 Lawes St, East Maitland), Bottrell Accountants & Tax Agents understand that managing a Self-Managed Super Fund (SMSF) can be complex and time-consuming, which is why we are here to help.

The Bottrell SMSF team are qualified Chartered Accountants, Tax Agents & Financial Planners. Locally Owned & Operated at East Maitland.

Our professional team of qualified accountants, tax agents, and financial planners have the knowledge and expertise to provide you with advisory services to ensure your SMSF is compliant and running smoothly.

Our SMSF Accountants in East Maitland are located at 93 Lawes St, East Maitland, NSW, 2323

Our Professional Services include the following:

SMSF Compliance and Reporting:

Self-Managed Super Fund (SMSF) compliance and reporting services include ensuring that SMSF trustees adhere to the rules and regulations of the Australian Taxation Office (ATO) and the Australian Securities and Investments Commission (ASIC). These services ensure that SMSF trustees fulfils their obligations related to the preparation and submission of their annual returns, member statements, financial statements, and other compliance documents.

SMSF Accounting:

SMSF accounting services include managing and maintaining accurate records of all financial transactions related to the SMSF, such as asset purchases, sales, rental income, expenses, and other financial transactions. These services also ensure that the financial statements of the SMSF are accurate and comply with the Australian Accounting Standards.

SMSF Tax Return:

SMSF tax return services involve the preparation and submission of the SMSF annual tax return to the ATO. These services include the calculation of the SMSF taxable income, deductions, and credits and ensuring that the tax return complies with all applicable taxation laws.

SMSF Audit:

SMSF audit services involve the independent auditing of the SMSF financial statements by a registered SMSF auditor to ensure that they comply with the Australian Accounting Standards and the Superannuation Industry (Supervision) Act 1993. These audits provide SMSF trustees with the assurance that their SMSF is being managed correctly.

Investment Strategy and Advice:

The investment strategy and advice services help SMSF trustees make informed investment decisions that align with their investment goals, risk tolerance, and financial situation. These services provide SMSF trustees with a comprehensive investment strategy that maximises investment returns while minimising risk.

Taxation and Audit Services:

Taxation and audit services include the preparation and submission of annual tax returns, financial statements, and other compliance documents to the ATO and ASIC. These services also involve independent auditing of the financial statements to ensure that they comply with the Australian Accounting Standards and Superannuation Industry (Supervision) Act 1993.

Retirement Planning and Pension Advice:

Retirement planning and pension advice services help SMSF trustees plan and prepare for their retirement by developing a comprehensive retirement plan that considers their lifestyle goals, risk tolerance, and financial situation. These services also include advice on how to maximise retirement income, minimise tax, and manage investment risk.

SMSF Set-up and Establishment:Bottrell Accountants | Newcastle Accounting Firm | Maitland Accountants

SMSF set-up and establishment services help SMSF trustees set up their SMSF and register it with the ATO. These services also include advice on the selection of an appropriate SMSF structure, investment strategy, and compliance requirements.

At Bottrell Newcastle SMSF Accountants, we prioritise delivering customised service to all of our clients. You can rest assured knowing that your SMSF is in capable hands with our assistance.

Meetings at East Maitland – available Monday to Friday.

 

Bottrell Wealth Pty Ltd at East Maitland 

Bottrell Wealth Pty Ltd are a corporate authorised representative No. 1243427 of InterPrac Financial Planning Pty Ltd, where we can provide financial planning services. Australian Financial Service License: No 246638.

How does an SMSF Work?

SMSFs are established for the sole purpose of providing financial benefits to members in retirement and their beneficiaries. An SMSF has its own Tax File Number (TFN), Australian Business Number (ABN) and transactional bank account, which allows them to receive contributions and rollovers, make investments and pay out pensions.

SMSF investments are all made in the name of the specified fund and are controlled by the trustees.

There are two trustee structure options:

  1. Corporate trustee –Essentially, a company is acting as trustee for the fund.Each member of the fund must be a director of the company, and each director of the corporate trustee must be a member of the fund (except for single-member funds)
  2. Individual trustee – each member is appointed as a trustee, with a minimum of two trustees required. Each member of the fund must be a trustee, and each trustee must be a member of the fund (except for single-member funds) .   Information Source: ATO

Setting up an SMSF

If you’ve decided to manage your own super, the Bottrell Wealth are ready to assist you set up a self-managed superannuation fund (SMSF). Your SMSF needs to be set up correctly to be eligible for tax concessions and to make it easier to administrate once up and running. Our experienced staff can make this happen in a way that’s as hassle-free as possible for you.

Setting up a SMSF gives you control over the investment decisions for the fund and makes you responsible for complying with the super and tax laws. It’s a major financial decision and something you need the motivation, time and skills to undertake. We can help you navigate the complexities of setting up a SMSF including choosing individual trustees or a corporate trustee, creating the trust deed, preparing minutes appointing your trustees, registering your fund with the ATO and getting an electronic service address.

 

Experience at East Maitland

As Qualified Chartered Accountants & Financial Planners, our Director, Gavin Bottrell provides clients with over 25 years of public practice experience & in corporate accounting & finance. We aim to assist clients in achieving their financial goals.

We use the latest technology to offer our clients a full range of professional solutions. We pride ourselves on our service and ability to explain complex tax matters in plain English. We have received positive feedback from our clients for our professionalism and helpfulness.

Our East Maitland team of business & personal advisors helps businesses grow, and individuals maximise their wealth. We offer various services, including accounting, tax, and business advisory, and take the time to get to know our clients and their financial situations.

Our Professional Services:-

  • Registered Tax Agent
  • Personal Tax Returns – Preparation & Lodgement
  • Business Tax Returns (Annual Compliance)
  • Business Accounting (Small & Medium)
  • SMSF Accounting, Tax, Audit & Admin
  • BAS & IAS Lodgement
  • Bookkeeping

Please contact-us or by calling our office on (02) 49336888

  • For scheduling a meeting or for any queries, please reach out to us at:
  • Phone: 0249336888
  • Email: office@bottrellaccounting.com.au
  • Office: 93 Lawes St, East Maitland, NSW, 2323

Our appointments are:-

  • In Person
  • Online (Zoom/Teams)
  • Mobile Tax Services
  • Onsite Services
  • Bottrell your local Maitland Accountants, Tax Agents & Financial Planners.

 

Our Hunter Region Offices:

  • Maitland Accountants & Advisors: 93 Lawes St, East Maitland.

Google Business Pages – Bottrell Accountants & Tax Agents

Bottrell Accountants | Newcastle Accounting Firm | Maitland Accountants

 

Thank you for considering our services. We eagerly anticipate the opportunity to collaborate with you.

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