SMSF Bookkeeping Services – Newcastle, NSW

Local SMSF Bookkeeping Support for Newcastle Trustees

Keeping accurate and up-to-date records is critical for every Self-Managed Super Fund (SMSF). But many trustees don’t have the time — or the confidence — to do it themselves.

At Bottrell Accountants Newcastle, we offer full-service SMSF bookkeeping support so you can:

Stay compliant with ATO & SIS Act requirements
Avoid delays at year-end or during audits
Make better investment and pension decisions
Reduce your tax agent and audit costs

📌 Whether you want monthly, quarterly, or annual support — we tailor our SMSF bookkeeping service to your fund’s needs.

What’s Included in Our SMSF Bookkeeping Services

✅ Bank account and investment account reconciliations
✅ Recording income (dividends, rent, interest, capital gains)
✅ Allocating contributions and pensions correctly
✅ Asset purchase and disposal documentation
✅ Recordkeeping for invoices, expenses, and fund costs
✅ Share purchases, DRPs, and corporate action tracking
✅ Cryptocurrency and digital asset reporting
✅ Document storage and archiving (cloud or local)
✅ Integration with SMSF accounting software
✅ Year-end support for tax return and audit preparation

📌 Our team works closely with your accountant and auditor — or we can handle it all in-house.

Software Platforms We Support

We can work with your existing system or set one up for you:

BGL Simple Fund 360
Class Super
Xero or MYOB (for fund banking)
Excel-based systems (if preferred)
CoinTracking / Koinly (for crypto SMSFs)

📌 We also assist in migrating from manual to cloud-based systems.

Who We Help

✔ SMSF trustees needing help with admin & recordkeeping
✔ DIY investors needing support with reporting
✔ First-time trustees managing contributions and pensions
✔ Funds with shares, property, crypto or multiple assets
✔ SMSFs using LRBAs or holding real estate
✔ Trustees who want to streamline the process with professionals

Why Choose Bottrell for SMSF Bookkeeping

✔ Newcastle-based team — meet in person or Zoom
✔ Chartered Accountants, CPAs & SMSF experts
✔ In-house SMSF tax, bookkeeping, admin & audit support
✔ Proactive reminders & updates throughout the year
✔ Fixed-fee bookkeeping packages available
✔ Integration with our accounting & audit teams (if needed)

📌 You don’t need to manage it all yourself — our SMSF bookkeeping team will take care of the details, so you don’t miss a thing.

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