Complete SMSF Services – Maitland, NSW
One Team for All Your SMSF Needs
Running an SMSF comes with flexibility — but also ATO obligations, recordkeeping, and compliance.
At Bottrell Accountants, Tax Agents & SMSF Advisors, we provide a complete in-house SMSF solution for Maitland-based trustees. From setup to audit, tax returns to administration — we manage your fund from start to finish.
You get one experienced team, one point of contact, and one fixed-fee package — everything SMSF, under one roof.
Our Core SMSF Services
SMSF Accounting
- Annual financial statements
- Member balance reconciliation
- Investment reporting (shares, property, crypto)
- Year-end reports ready for audit
SMSF Tax Returns
- Preparation & electronic lodgement
- Capital gains, dividend income, rental income
- Contributions, rollovers, pensions & exempt income
- GST and PAYG (if applicable)
SMSF Audit
- Independent external audit coordination
- Liaison with approved SMSF auditors
- Pre-audit review to avoid compliance breaches
- Fast turnaround, no surprises
SMSF Bookkeeping
- Ongoing transaction processing & coding
- Bank, broker & crypto wallet reconciliation
- Rent, dividends, expenses, and contributions tracked
- Supporting documentation prepared for year-end
SMSF Administration
- Trustee record management
- Pension phase admin (including TTR and drawdowns)
- Contribution cap tracking
- ATO lodgement & correspondence
- Annual minutes and trustee resolutions
Investment Types We Support
- ASX shares & ETFs
- Managed funds & wrap platforms
- Residential & commercial property (including LRBA)
- Cryptocurrency & staking platforms
- Term deposits
- Cash, bonds & collectables (compliant)
- Hybrid portfolios – property + crypto + shares
We’re experienced with both traditional and emerging investment strategies.
SMSF Software & Tools We Use
We work with:
- BGL Simple Fund 360
- Class Super
- Xero for SMSF bank reconciliation
- Manual record clients (Excel, PDFs)
- CoinSpot, Binance, Swyftx, Crypto.com & cold wallets
- CoreLogic, RP Data, and independent valuers for property
Who We Work With
We assist:
- First-time trustees needing full support
- SMSFs with multiple property assets
- Crypto & DeFi investors
- Trustees working with financial planners or brokers
- Funds in accumulation, pension or transition-to-retirement phase
- Trustees needing help with ATO letters or overdue lodgements
Why Choose Bottrell?
Local Maitland team – meet in person or online
Chartered Accountants, Tax Agents, Financial Planners under one roof
Transparent, fixed-fee service models
No call centres or outsourcing – we do the work here
Experienced across all SMSF structures (individual/corporate trustees)
Trusted by hundreds of trustees across NSW
Our Maitland Office
– Visit Us
Bottrell Accountants, Tax Agents & Financial Planners – Maitland:
- Office: 93 Lawes St, East Maitland, NSW, 2323
- Phone: 0249336888
- Email: maitland@bottrellaccounting.com.a
- Hours: Monday–Friday 7:30am–5:30pm | Saturday 9am–2pm
Where To Find Us
Client Testimonials
Related Services in Maitland
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Want your SMSF fully managed by one trusted team? Book a free consultation with our Maitland SMSF experts.
