SMSF Auditor Services – Maitland, NSW

Independent SMSF Audit Services for Maitland Trustees

At Bottrell Accountants, Tax Agents & Financial Planners, we provide independent SMSF audit services tailored to trustees across Maitland and East Maitland.

We ensure your fund remains fully compliant with ATO requirements — including financial and compliance audits — as required under the SIS Act.

Our SMSF audit team is ASIC-registered and fully independent from your accountant or tax agent, ensuring transparency and trust.

Whether you manage your SMSF yourself or with help from an adviser, we can assist.

Why Choose Bottrell for Your SMSF Audits?

Registered & Independent Auditors

Auditors you can trust — fully compliant with ATO independence guidelines.

Local to Maitland

Work with a real team in East Maitland. In-office or remote audit options.

Transparent, Fixed Fees

No surprises. Upfront pricing and scope of work confirmed before we start.

Fast, Reliable Turnaround

We’ll finalise your audit quickly, so your SMSF Annual Return stays on track.

All Fund Types Covered

From basic accumulation funds to complex property or crypto holdings.

SMSF Admin Support

If needed, we can liaise with your SMSF accountant or administrator.

Our SMSF Audit Services Include

Independent SMSF compliance audits
SMSF financial audit and review
Preparation of audit documentation & reporting
Assessment of SIS Act compliance
ATO reporting compliance
Clear audit findings and action points
Collaboration with accountants or trustees

Who We Help

We audit a wide range of SMSFs across Maitland & the Hunter Region:

SMSFs in accumulation or pension phase
SMSFs investing in shares, property or crypto
Property-based SMSFs with LRBA or related party loans
Trustees using external SMSF accountants or administrators
First-time SMSF trustees needing clarity and support
SMSF firms requiring independent audit partners

Investment Types We Audit

Our SMSF audit team has experience auditing funds with:

ASX shares, ETFs & managed portfolios
Cryptocurrency (CoinSpot, Binance, hardware wallets)
Residential & commercial property
Limited Recourse Borrowing Arrangements (LRBAs)
Cash, term deposits & savings
Managed funds & wrap platforms
Collectables (ATO-permitted)

We ensure each investment is appropriately valued, documented, and assessed for SIS Act compliance.

SMSF Audit Obligations – What You Must Provide

To complete your audit, your SMSF must maintain:

Annual financial statements
Trustee declaration & meeting minutes
Accurate member records & balances
Bank statements, broker data & investment valuations
Evidence of contributions, rollovers & pensions
Investment strategy (reviewed annually)

We assist in identifying gaps or missing items and ensure your fund meets its year-end audit requirements.

Supported SMSF Platforms

We audit funds managed on:

BGL Simple Fund 360
Class Super
SuperMate
MYOB / Xero (for banking / financials)
Manual Excel-based funds

SMSF Auditor Services – Maitland, NSW

Independent SMSF Audit Services for Maitland Trustees