At Bottrell SMSF Audit Services, we specialize in independent SMSF audits. Based in East Maitland and Newcastle, we’ve been serving our valued SMSF clients since 2007. Our team of highly skilled auditors focuses on user-friendliness, quick turnaround times, and competitive pricing. Here’s why you should choose us:
- Our audit process seamlessly integrates with your internal systems.
- We prioritize straightforward, user-friendly interactions.
- Average audit completion time of just 2 days.
- Timely service without compromising quality.
- We offer competitive rates, with volume discounts available.
- Quality audits at an affordable cost.
- Our ASIC-approved auditors bring extensive experience.
- As an SMSF audit-only firm, we maintain full independence.
SMSF legislation can be complex and onerous for trustees. We provide expert advice to accountants and advisers, helping them navigate issues that arise during fund management
- We’re just a call or email away for SISAR-related queries.
- Collaborate with us to ensure alignment between your advice and our audit approach.
- Our role extends beyond the audit. We offer rectification advice.
- Trust us to guide trustees through any challenges they face.
- Reach out via phone or email. Let’s discuss your SMSF audit needs.
- Building a comfortable working relationship is essential.
- Start with a small trial (3-5 funds) to understand our processes.
- We aim to be a value-add to your firm.
- We adapt to your workflow preferences.
- Our straightforward process ensures efficient collaboration.
Our suite of services spans a vast spectrum, encompassing:
Amidst the dynamic landscape of modern business, Bottrell Newcastle Accountants & Financial Planners stands as a stalwart ally, committed to steering our clients towards their financial zenith with unwavering professionalism, unmatched expertise, and a steadfast dedication to excellence. Embrace the Bottrell experience today and embark on a journey towards financial prosperity like never before.
Private Health Insurance Offset and Tax Rebates: Maximize your benefits with our guidance on the private health insurance offset and tax rebates. We ensure that you claim all eligible rebates, helping you save on your health insurance and reduce your tax liabilities.
Retirement Tax Planning and Pensioner Tax Returns: Our retirement tax planning and pensioner tax returns services provide tailored strategies to help you minimize taxes on retirement income. We assist with superannuation, pension payments, and tax-efficient withdrawals, ensuring your finances are secure in retirement.
Negative Gearing and Tax Offsets for Investment Properties: Maximize your investment returns with negative gearing and tax offsets for investment properties. We guide property investors in using negative gearing strategies to reduce taxable income and claim relevant tax offsets for increased financial returns.
Financial Planning and Estate Tax Strategies: Secure your legacy with our financial planning and estate tax strategies. We help you minimize estate taxes, plan for asset transfers, and ensure that your wealth is protected and passed on according to your wishes.
Superannuation Tax Contributions and Planning: Our superannuation tax contributions and planning service helps you maximize your retirement savings. We ensure that your contributions are tax-effective, and provide strategies to optimize your superannuation for long-term financial security.
Personal Tax Returns for Individuals: We specialize in preparing personal tax returns for individuals, ensuring that your tax obligations are managed efficiently and accurately. Our services focus on maximizing deductions and delivering the best possible outcomes, tailored to your unique financial situation.
Investment Property Tax Returns: Our investment property tax returns service ensures that property owners receive all eligible deductions and tax benefits. We help investors navigate tax rules related to rental income, depreciation, and expenses, optimizing their tax positions.
Tax Planning and Advice for Individuals: Get expert tax planning and advice for individuals that helps you minimize your tax liabilities while ensuring compliance. We offer strategic guidance on investments, deductions, and income management to maximize your savings year-round.
Maximize Tax Refunds for Individuals: Our tax professionals are dedicated to helping you maximize tax refunds for individuals by uncovering every eligible deduction and credit. We meticulously review your finances to ensure you get the largest refund possible.
Tax Deductions for Investment Properties: Unlock the potential savings from tax deductions for investment properties. From repairs to depreciation, we guide property investors in claiming all available deductions, reducing taxable income and increasing their financial return.
Same-Day Tax Return Services: If you’re in a hurry, our same-day tax return services offer fast and accurate filing of your tax return, ensuring compliance while helping you meet your deadlines. Get your taxes done without the stress of waiting.
Tax Compliance and ATO Lodgement: Ensure complete tax compliance and ATO lodgement with our expert services. We manage all aspects of tax reporting and submission to the ATO, ensuring that your financial matters stay compliant with Australian regulations.
Complex and High-Wealth Individual Tax Returns: Our team specializes in complex and high-wealth individual tax returns, offering comprehensive services for individuals with intricate financial portfolios. We ensure that high-net-worth clients receive expert tax advice and meticulous attention to detail.
Personal Income Tax and Salary Packaging: Make the most of your earnings with our personal income tax and salary packaging services. We help you structure your salary, benefits, and taxes efficiently to maximize take-home pay while minimizing tax liabilities.
Tax Minimization Strategies for Personal Income: Our tailored tax minimization strategies for personal income help individuals reduce their tax burden through smart planning, including deductions, investments, and income structuring, ensuring you keep more of your hard-earned money.
Self-Managed Super Fund (SMSF) Tax Services: Our SMSF tax services assist you in managing your self-managed super fund’s tax obligations. We ensure compliance with SMSF regulations while optimizing tax outcomes through strategic planning and timely lodgment of tax returns.
Fringe Benefits Tax (FBT) and Salary Packaging: Stay on top of your employer obligations with our Fringe Benefits Tax (FBT) and salary packaging services. We assist with managing FBT requirements, offering strategies to reduce tax liabilities through effective salary packaging.
Personal Tax Advisory and Consultancy Services: Our personal tax advisory and consultancy services provide personalized tax strategies to help you navigate complex tax scenarios. We offer tailored advice on investments, income management, and tax planning to optimize your financial situation.
End-of-Year Tax Return Preparation: Avoid the rush with our end-of-year tax return preparation service, ensuring your taxes are filed accurately and on time. We assist with organizing your financial documents and ensuring all deductions and credits are applied correctly.
Capital Gains Tax Advice for Individuals: Our capital gains tax advice for individuals ensures that you pay only what’s required when selling assets. We help you minimize CGT liabilities by providing strategic advice on asset sales, timing, and potential exemptions.
Expertise in SMSF Audits:
Quick Turnaround Times:
Transparent Pricing:
Local Presence:
Choose Bottrell SMSF Audit Services for reliable, compliant, and hassle-free SMSF audits. Reach out today—we’re here to assist!
With a team of experienced business tax advisors, we offer a comprehensive range of tax assistance, including tax planning, preparation, and compliance.
- Comprehensive annual audit to ensure compliance with ATO regulations.
- Covers financial statements, investment strategies, and regulatory requirements.
- When an SMSF is winding up, we conduct a thorough audit.
- Ensures proper distribution of assets and compliance with legal obligations.
- Focused audit on specific areas (e.g., investment transactions, contributions).
- Ideal for addressing specific concerns without a full-scale audit.
- We provide an unbiased report on the SMSF’s financial position.
- Essential for trustees, accountants, and ATO compliance.
Our SMSF Audit service ensures that your self-managed super fund complies with all regulatory requirements, providing a thorough and accurate review of your financial statements and activities. We offer a comprehensive SMSF Annual External Audit service to meet the ATO’s auditing standards, giving you peace of mind that your fund is fully compliant and efficiently managed. Keep your self-managed super fund on track with a regular SMSF Review, ensuring compliance, performance, and alignment with your financial goals.
Our SMSF Accounting & Taxation service ensures accurate financial reporting and tax compliance, helping you optimize your fund’s tax position while meeting all legal obligations. We help trustees navigate the complexities of SMSF Compliance and Regulatory Setup, ensuring all aspects of your fund are in line with ATO regulations from the outset. Our experts ensure your fund meets all Legal Compliance standards for both setup and ongoing management, minimizing the risk of penalties and enhancing long-term performance.
We provide professional guidance on SMSF Setup and Structuring tailored to meet the unique needs of trustees, ensuring an efficient and tax-We offer expert advice on choosing between Corporate Trustee vs Individual Trustee structures, ensuring your SMSF is set up in the most beneficial way for your situation. Our Comprehensive SMSF Setup Services cover all aspects of fund establishment, from legal documentation to tax registration, ensuring a seamless setup process. Let us guide you through Establishing an SMSF, ensuring all legal, financial, and compliance requirements are met for a smooth setup.
Maximize your investment potential by choosing our SMSF Setup for Property Investment and Shares, designed to facilitate asset acquisition and growth. We assist with drafting your SMSF Trust Deed and managing the Trustee Appointment process, ensuring all legal formalities are correctly handled. We manage the entire process of SMSF Setup, including ATO registration and ABN application, to ensure your fund meets all statutory requirements from the start.
Our team offers expert Financial Planning and Investment Strategies for SMSF, helping you align your fund’s objectives with your long-term retirement goals. Ensure your fund is structured for maximum benefit with our SMSF Setup with Tax-Effective Strategies, designed to minimize tax liabilities while maximizing returns. Take advantage of SMSF Setup for Property Investment and Shares, allowing you to invest in high-yield assets like real estate and shares through your super fund.
Simplify your superannuation management by opting for our SMSF Establishment with Rollover and Super Transfers, consolidating your retirement savings efficiently. Explore property investment opportunities with Limited Recourse Borrowing Arrangements (LRBA), allowing your SMSF to borrow funds while limiting the risk to the fund’s assets.
Our team offers continued Advice on SMSF Setup and Ongoing Administration, helping you manage your fund efficiently while staying compliant with ever-changing regulations.
What is a Chartered Accountant and what makes them different?
As chartered accountants, we are dedicated to providing professional and reliable financial services to individuals and businesses. With our expertise in accounting, taxation, and financial planning, we strive to help our clients achieve their financial goals and navigate complex financial challenges.
We are easily accessible by car, with parking available. Our team of experienced professionals is dedicated to helping businesses, families, and individuals in the Newcastle and Hunter region reach their full potential and achieve financial success.
At Bottrell Business Consultants, we offer a wide range of services, including accounting, tax, business coaching, financial planning, and marketing. Please contact us at 02 4003 4808 or by email at office@bottrellaccounting.com.au to schedule a consultation and learn how we can help you. Our office is open Monday to Friday, 8:00 am to 5:30 pm (AEST).
East Maitland Accountants, Tax Agents, Auditors & Financial Planners.
Contact us at @ Bottrell Newcastle Accountant