SMSF Accounting Services – Newcastle, NSW
Local SMSF Accounting for Newcastle Trustees
Managing a Self-Managed Super Fund (SMSF) comes with serious compliance responsibilities — and it’s not something you want to get wrong.
At Bottrell Accountants, we work with SMSF trustees across Newcastle to manage:
- Year-end SMSF financial statements
- Tax returns & compliance reporting
- Member balances, pension phase tracking
- Support for investments including property, shares, and crypto
📌 Our Newcastle team includes SMSF-experienced accountants, tax agents and superannuation specialists — all under one roof.
SMSF Services We Provide
✅ Annual SMSF financial statements
✅ SMSF tax return preparation & lodgement
✅ Member contribution & pension tracking
✅ Investment income reconciliation
✅ Asset valuations (property, shares, crypto, etc.)
✅ Workpapers & support for SMSF audit
✅ Calculation of tax obligations & exemptions
✅ Expense tracking & reporting
✅ Liaison with your SMSF auditor & financial planner (if required)
✅ SMSF document storage & recordkeeping
✅ Review of investment strategy & compliance
✅ SMSF tax return preparation & lodgement
✅ Member contribution & pension tracking
✅ Investment income reconciliation
✅ Asset valuations (property, shares, crypto, etc.)
✅ Workpapers & support for SMSF audit
✅ Calculation of tax obligations & exemptions
✅ Expense tracking & reporting
✅ Liaison with your SMSF auditor & financial planner (if required)
✅ SMSF document storage & recordkeeping
✅ Review of investment strategy & compliance
📌 We ensure your fund stays compliant with ATO & SIS Act requirements year-round.
Who We Work With
✔️ SMSFs in accumulation or pension phase
✔️ First-time trustees needing guidance
✔️ Property-based SMSFs (including LRBAs)
✔️ Trustees investing in shares, ETFs, crypto & managed funds
✔️ SMSFs using external advisers or brokers
✔️ Individuals approaching retirement
✔️ Trustees with complex contribution/pension strategies
SMSF Investment Types We Support
We have experience handling accounting for:
- ASX-listed shares & ETFs
- Residential & commercial property
- Cryptocurrency (CoinSpot, Binance, etc.)
- Managed funds & wrap platforms
- Term deposits
- Collectables (as per ATO rules)
📌 Every asset class requires accurate income allocation and valuation — we make sure your fund reporting is ATO-compliant.
SMSF Software Support
We work with the industry’s top platforms, including:
✅ BGL Simple Fund 360
✅ Class Super
✅ Xero / MYOB (for bank transactions)
✅ Excel or manual recordkeeping (if required)
Need help migrating to cloud SMSF software? We can manage that for you too.
Why Choose Bottrell?
✔ Newcastle-based SMSF specialists
✔ Chartered Accountants, CPAs & Registered Tax Agents
✔ In-house SMSF accounting & tax team
✔ 20+ years supporting local trustees
✔ Fixed-fee SMSF accounting packages available
✔ Coordination with your external auditor or planner
✔ Personal, face-to-face support when you need it
✔ Chartered Accountants, CPAs & Registered Tax Agents
✔ In-house SMSF accounting & tax team
✔ 20+ years supporting local trustees
✔ Fixed-fee SMSF accounting packages available
✔ Coordination with your external auditor or planner
✔ Personal, face-to-face support when you need it
📌 We’re not just lodgement agents — we’re your long-term SMSF compliance partner.
Newcastle Office Contact
📍 Bottrell Accountants – Newcastle Office
45 Hunter St, Newcastle, NSW, 2300
📞 Phone: (02) 4003 4808
📧 Email: newcastle@bottrellaccounting.com.au
🔗 Contact the Newcastle Team
🕒 Office Hours:
Mon–Fri: 7:30am–5:30pm
Saturday: 9:00am–2:00pm
45 Hunter St, Newcastle, NSW, 2300
📞 Phone: (02) 4003 4808
📧 Email: newcastle@bottrellaccounting.com.au
🔗 Contact the Newcastle Team
🕒 Office Hours:
Mon–Fri: 7:30am–5:30pm
Saturday: 9:00am–2:00pm
Bottrell Accounting, Taxation & Financial Planning
Newcastle Pages
- Accounting:
- Taxation:
- Business Owners
- SMSF
Articles, Blogs & Handy Information
Bottrell Information & Links
Our Founders
- Gavin Bottrell
- LinkedIn: Connect Here
- Facebook: Connect Here
- Twitter: Connect Here
- Gavin’s Advisor Ratings: Link
- Rebecca Bottrell
Links
#newcastleaccountants #maitlandaccountants #eastmaitlandaccountants #gosfordaccountants #bottrellfaq #booktaxreturn #bottrellonlinetax #bottrellwealth #bottrellgoldcoast #bottrelltax #deceasedtaxreturn #propertytax #bottrelltips #maitland #eastmaitland #newcastle #newcastleeast #personaltaxeastmaitland #personaltaxnewcastle #rentalpropertytaxeastmaitland #rentalpropertytaxnewcastle #eastmaitlandaccountants #gavinbottrell #gavinbottrellfacebook
#newcastleaccountants #maitlandaccountants #eastmaitlandaccountants #gosfordaccountants #bottrellfaq #booktaxreturn #bottrellonlinetax #bottrellwealth #bottrellgoldcoast #bottrelltax #deceasedtaxreturn #propertytax #bottrelltips #maitland #eastmaitland #newcastle #newcastleeast #personaltaxeastmaitland #personaltaxnewcastle #rentalpropertytaxeastmaitland #rentalpropertytaxnewcastle #eastmaitlandaccountants #gavinbottrell #gavinbottrellfacebook
#gavinbottrelltwitter #newcastlefinancialadvisor #newcastlefinancialplanner #maitlandfinancialadvisor #bottrellmedia
Client Testimonials
“The Bottrell team made our SMSF reporting seamless. Great attention to detail.”
★ ★ ★ ★ ★
“We’ve worked with them for 5+ years. They help us stay compliant and on top of our tax.”
★ ★ ★ ★ ★
“Our fund includes property and crypto — their advice has been clear and spot-on.”
★ ★ ★ ★ ★
Related Services (Internal Links)
- SMSF Tax Returns Newcastle
- SMSF Audit Support
- SMSF Bookkeeping
- SMSF Setup Newcastle
- Investment Tax Advice Newcastle
📅 Book an SMSF Accounting Consultation
Let’s ensure your SMSF stays compliant, audit-ready and stress-free. Work with Newcastle’s SMSF accounting specialists.
