SMSF Administration Services – Newcastle, NSW

Expert SMSF Administration You Can Rely On

Running a Self-Managed Super Fund (SMSF) comes with ongoing responsibilities — from recordkeeping to compliance, lodgements, and audits.

At Bottrell Accountants Newcastle, we specialise in complete SMSF administration, helping trustees stay:

ATO compliant
Organised with records
Audit-ready
Confident in fund decisions

📌 Whether you’re just starting or already managing an SMSF, we handle the admin — so you can focus on strategy and growth.

What Does SMSF Administration Include?

Preparation of annual financial statements

SMSF Annual Return (SAR) – with tax agent lodgement

Member balances & contribution tracking

Pension phase commencement & drawdowns

Investment income reconciliation

Liaison with SMSF auditor

Minutes, resolutions & trustee records

Monitoring contribution caps & pension limits

Ensuring compliance with SIS Act & ATO rules

We also provide tailored SMSF admin support for funds holding property, shares, crypto, or managed investments.

Who We Help

✔ First-time SMSF trustees
✔ Retirees drawing pensions
✔ Accumulation phase investors
✔ Funds with property or crypto
✔ High-net-worth individuals managing their own super
✔ SMSFs working with external financial advisers or brokers
✔ DIY investors needing back-end admin support

Why Choose Bottrell

✔ Newcastle-based SMSF accountants & administrators
✔ Chartered Accountants, CPAs & Registered SMSF Tax Agents
✔ Transparent, fixed-fee packages
✔ Cloud-based solutions with Simple Fund 360 & Class Super
✔ Over 20 years of SMSF experience
✔ Integrated services: accounting, audit coordination, tax and advice
✔ Work with your adviser or planner, or we can connect you with one

📌 We make sure your SMSF runs smoothly — year after year.

SMSF Administration Software

We work with all major SMSF platforms:

BGL Simple Fund 360
Class Super
SuperMate
Xero (for SMSF bank accounts)
Excel (for historical/manual funds)

Need help migrating your SMSF to a cloud platform? We’ll handle the transition.

Newcastle Office Contact

📍 Bottrell Accountants – Newcastle Office
45 Hunter St, Newcastle, NSW, 2300
📞 Phone: (02) 4003 4808
📧 Email: newcastle@bottrellaccounting.com.au
🔗 Visit Our Newcastle Office Info
🕒 Office Hours:
Mon–Fri: 7:30am–5:30pm
Saturday: 9:00am–2:00pm