SMSF Setup Services – Maitland, NSW

Start Your Self-Managed Super Fund with Confidence

Thinking about setting up a Self-Managed Super Fund (SMSF)? We help Maitland-based individuals take control of their super with complete SMSF setup and support services.

At Bottrell Accountants, Tax Agents & Financial Planners, we make SMSF establishment simple, compliant, and stress-free — giving you confidence from day one.

We work closely with you to ensure your SMSF structure, trustee setup, investment strategy and registrations are all done properly from the start.

Why Choose Bottrell for Your SMSF Setup?

Local SMSF Specialists

Based in East Maitland

End-to-End Setup

From registration to investment strategy

Tailored SMSF Structures

Individual or corporate trustee

Fast ATO Registration

ABN, TFN, and fund compliance

Guidance on Rollovers

Help transferring from your existing super fund

Ongoing Support

Linked SMSF tax, audit & accounting services

What’s Included in Our SMSF Setup Package?

Initial SMSF consultation (face-to-face or virtual)
Establishment of SMSF trust deed
Setup of individual or corporate trustees
ABN & TFN registration with the ATO
ATO SMSF registration & compliance checks
Investment strategy documentation
Trustee declarations and member applications
Setup of SMSF bank account (guidance provided)
Assistance with super rollovers (from industry or retail funds)
Liaison with your financial planner or adviser (if applicable)

Optional add-ons: SMSF accounting, auditing, annual tax return, and financial advice services.

Who We Help

We help a wide range of clients across Maitland:

First-time SMSF trustees
Couples establishing a joint fund
Professionals and business owners
Property investors using SMSFs
Retirees looking for more super control
Trustees seeking a better setup after poor prior advice

What to Consider Before You Start

Before setting up your SMSF, we help you consider:

Whether an SMSF is right for you
How much super you need to make it cost-effective
Who the members and trustees will be
What investments the fund will hold
Whether you need a corporate trustee
Ongoing responsibilities & compliance obligations

We’ll walk you through it all — with no pressure to proceed until you’re confident.

SMSF Investment Options

After setup, your SMSF can invest in:

ASX shares & ETFs
Term deposits & cash
Managed funds & wrap accounts
Residential or commercial property
Cryptocurrency (subject to rules)
Collectables (art, antiques, etc. – ATO approved)

We’ll help ensure your SMSF investment strategy aligns with your fund goals and the SIS Act.

Linked Services

Once your SMSF is set up, we also offer:

SMSF Accounting & Tax Returns
SMSF Auditing (independent & ATO-compliant)
SMSF Advice (through Bottrell Wealth)
Crypto Tax Advice (for SMSFs with digital assets)
Property Structuring & CGT Advice

SMSF Setup Services – Maitland, NSW